On 1st October Concur will have a new look as we adopt the Next Generation User Interface (NextGen UI)

This change will only apply if you are making a claim (if you are an approver everything will look the same for now).

When you first log on and start a claim with the NextGen UI you will have a short (3-slide) tour from Concur showing you the main changes.

The main changes you will see are:

• Claim LibraryLink opens in a new window - all your claims are available on one page (including a drop-down for historic claims)
• As you enter your claim details you can see your receipt and thus ensure you are inputting the correct details
• It is easier to add attendees if you are paying for meals/refreshments/hospitality for other people
• Hotel itemisations have a table format so it is easier to enter different nightly rates (but please still do NOT use the hotel tax field). You can also now itemise hotel stays using future dates, provided you have already paid for the hotel stay
• Allocating costs to codes - you can set a default allocation category
• Mandatory fields are shown by a red asterisk * rather than a bar
• Error alerts - there is now a view link in the error alert that will take you directly to any transaction that needs correcting

We have created a short videoLink opens in a new window to show how you can now see your receipt whilst you create a claim

General Concur Notes

Please help us to help you get your claim processed quickly by ensuring it is complete and correct before you submit it, so we don’t have to return it requesting amendments or clarification.

The most common reasons we have for returning claims are:

• Business Purpose field not completed correctly – this must state specifically why you incurred the expense – where you went, why and when
• Full Receipts not attached – we must have full receipts showing what you have purchased; a screenshot of a bank payment app or a bank statement showing amount paid is not sufficient. Even if your payment is contactless, please ask for a full receipt. If you are travelling in London, please register your cad with TfL beforehand so you can download details of your journey & payment history
• Multiple small claims submitted – please combine your claims into a single claim as much as possible, even if it includes different journeys or items charged to different codes

Hotel Tax – please do NOT itemise hotel tax – add it to your room rate (the University’s tax status means that claims will fail if hotel tax is included as a separate item)

Thank you