Concur
Mobile App
Quick Overview
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Table of Contents
Mobile app overview ..................................................................................................... 3
Registering for mobile app… ................................................................................................... 3
Launching the mobile app ............................................................................................. 4
Using the mobile app .................................................................................................... 5
Information for delegates ............................................................................................... 7
Information for approvers ............................................................................................. 7
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Mobile app overview
The Concur mobile app is designed to enhance the expense reporting experience. The Mobile
app allows employees to capture receipts by taking pictures of them to record expenses. This
also allows employees to create an expense report as the expenses occur. It also allows
employees who have traveled to add their per diem.
To begin using your mobile app, you must register for the Concur mobile app and download
the mobile app on to your device.
Registering for the mobile app
1. From the Concur website home page on your computer, click the blue circle in the upper right corner
with your initials > Profile Settings, then select Concur Mobile Registration
2. Make note of login details displayed on the screen in Concur
Username: [email protected]
SSO Code: ABC123
3. Download the app on your mobile device from the screen shown above or from the app
store on your phone or device.
NOTE: Since mobile functionality
changes from time to time, best practice is to
ensure your app is updated timely.
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Launching the mobile app
1. Log in to the Concur Mobile app on your device
(Phone/Tablet)
2. Enter verified email address ([email protected])
or SSO code retrieved during the mobile registration
Click on Next
3. Select Sign in with SSO, or if this was entered above in step 2,
proceed to step 3.
4. Enter your uniqname and university password
similar to what you do when logging in from a
computer and click
Log In
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Using the mobile app
Home page
Navigation to:
Expenses
Approvals
Travel - no longer used (All travel is
booked and managed in CTP/Lightning)
Profile (upper right corner)
Message Center
Approvals
When you have approvals, you'll see them here
Expenses
Reports
• Unsubmitted reports
o Select an existing report to reconcile
expenses
• Report History
Expenses
• Available expenses
• Available receipt images
Expense Reports
Create New Report
Create Mileage Expense
Upload Files
Click the plus sign to navigate to
more expense tools
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Receipts
Take pictures of receipts and save them to your
Receipts Store to be used later for assigning to an
expense line or expense report.
Please note that PCard/travel card expenses may
not appear on a mobile device for two to three days.
Also note that the original receipts may need to be
retained for a period of time. For more information,
please visit: http://spg.umich.edu/policy/604.01
Expenses
Enter a quick expense with basic information from
your mobile device. These expenses can be
assigned to an expense report from your mobile
device and through the online system.
Per Diem
Create an itinerary with your departure dates and
return dates from your mobile device. You can make
adjustments to your itinerary right from your device or
through the online system.
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Recommended usage
Create expense lines or reports
Update existing reports
Upload and manage receipts
Quick tips
Always remember to update your report name, which is assigned by default on the mobile
device (e.g., Report name MM.DD.YY Report is assigned on the iPhone)
Deleting expense lines on the following devices:
iPhone/iPad – Perform a left swipe on expense line and delete
Android – Perform a long press on the expense line
Information for delegates
Delegates supporting employees
who use the mobile app can perform the following actions in
Concur using a computer:
Start an expense report based on receipts uploaded by travelers
Update or complete an expense report started by a traveler
Information for approvers
A mobile device is
not recommended for use when approving extensive reports. Due to the
screen size, the device may not display intricate details and the receipts may be harder to
review on a mobile device.
