We encourage you to review and download this resource, as it summarizes the most commonly used websites, resources, QRCs, forms, and policies when booking travel and reconciling expenses in Concur.
- Concur is the software program for pre-travel approval, travel booking, and travel and business entertainment expense reimbursements (accessed via ConnectCarolina).
- Travel Guide
- Travel Checklist
- When to Use a T&E Card vs. P-Card
- Paying for Travel Expenses by Traveler Type
- Follow the Concur Step-by-Step Guidebook
- Succeeding with Concur: A Checklist for New Users
- Setting Up Your Concur Profile
- Using the Concur Mobile App
- Assigning a Personal Delegate (to prepare requests and expense reports)
- Assigning a Travel Assistant (to manage travel activities)
- Making a Trip Booking
- Linking an Approved Travel Request to an Expense Report
- Utilizing the Travel Allowance Wizard (Per Diem)
- Creating a New Expense Report
Policies and Procedures
- Business Travel (1501)
- Procedure on Pre-Travel Authorization (1501.1)
- Procedure on Travel Advances (1501.2)
- Procedure on Air Travel (1501.3)
- Procedure on Ground Transportation Expenses Including Mileage Rates (1501.4)
- Procedure on Per Diem Rates (1501.5)
- Procedure on Lodging Accommodations (1501.6)
- Procedure on Travel Expenses and Reimbursement (1501.7)
- International Travel *requires pre-approval*
- Policy on Export Controls
- University-Related Business Entertainment Expenses Policy (1263)
- Expense Reimbursements
Forms
- SPH International Travel Approval Form
- Missing Receipt Affidavit Form (1252.3.1f)
- Group Travel Request Form (1501.6.2f)
- Non-Hotel Lodging Authorization Request (1501.6.1f)
- Excess Lodging Justification (1501.6.3f)
Travel Tools
- Concur Resource Page
- UNC Travel & Expenses Page
- SPH Global Travel Toolkit and Preparing for International Travel
- Business Travel FAQs
- Traveler Responsibilities, Travel Guide, and Travel Checklist
- Paying for Travel Expenses by Traveler Type
- Travel Allowances, Mileage and Per Diem Rates
- Currency Converter (OANDA)
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