I am new to Concur, what should I do?

Tags Concur Travel
Welcome to SFA Concur!

Below is a list of tasks you'll need to complete to take full advantage of your Concur account.

If you have any questions, contact the Travel Office.

Any fields that appear to be grayed out are not able to be changed, as this is data imported from Banner to each Concur profile.
  1. Login to Concur through mySFA 
    • Resources Tab --> Travel & P-Card Heading --> Concur Link
  2. Navigate to your Concur profile
    • Top right corner; Profile --> Profile Settings
  3. Click Personal Information
    • Verify that your Work Address is correct, or add the information 
    • Verify that your Home Address is correct, or add the information 
    • Verify that your Contact Information is correct, or add the information 
    • Verify that your Email Address appears as "Verified" in the Verification Status column
      • If it is not verified, click "Verify", retrieve the code sent to your email, enter the code into the "Enter Code" field next to the email address and click "OK"
    • Verify that your Emergency Contact is correct, or add the information
    • Select your Travel Preferences and activate TripIt Pro
    • Assign an Assistant/Travel Arranger to allow named individuals to book travel on your behalf
  4. Click Request Information
    • Select your default FOAP and click Save
  5. Click Request Delegates
    • On the Delegates tab, click Add
    • Begin typing the employee name, email address, employee ID or mySFA username in the search box
    • Select the correct employee, click Add
    • Click Save
  6. Click Expense Delegates
    • On the Delegates tab, click Add
    • Begin typing the employee name, email address, employee ID or mySFA username in the search box
    • Select the correct employee, click Add
    • Click Save
  7. Download the Concur Mobile App
    • Email the app link to yourself from your Profile (Concur Mobile Registration)
    • Download the app from the Apple App Store
    • Download the app from Google Play

 

Questions? Contact the Travel Office via email at traveldesk@sfasu.edu.

Details

Article ID: 131150
Created
Mon 4/12/21 3:14 PM
Modified
Tue 3/29/22 1:04 PM