Concur FAQs

We have received your feedback and it is clear we need a better solution. The current expense reimbursement process (ERDD) is time-consuming, limited in some functionality (e.g. providing additional notes), and varies across departments—some use Excel spreadsheets, others rely on paper forms or PDFs.

Have a look at our website to learn more.

With the introduction of Concur, our goal is to streamline and expedite the expense reimbursement process for U of T employees.

Have a look at our website to learn more.

The reimbursement method remains the same as in the current system. As an employee, you don’t need to take any additional steps—your reimbursement will be automatically deposited into your existing bank account.

Yes, both Concur and FIS are part of the SAP family and are fully integrated.

The rollout will occur in three waves, beginning in March 2025.You will receive a notification when it’s your turn to start using Concur.

Yes, Concur is used by many peer U15 institutions, such as the University of British Columbia, University of Alberta, University of Calgary, University of Waterloo, University of Saskatchewan, University of Manitoba and Queen’s University.

No, you can continue to submit expense claims as usual. However, with Concur, you now have the option to allocate different cost centers within a single claim. This makes it more efficient to consolidate your expenses and submit one comprehensive claim, rather than filing multiple claims.

During the phased implementation period, some Divisions will be onboarded before others, but don’t worry. Most expense reimbursements are tied to one specific org unit. For example, if you are a cross-appointed faculty member in Medicine and Arts & Science, but you incurred an expense for research done for a grant held in Arts & Science, you would use the expense reimbursement procedure that Arts & Science is using at that point in time.

There may be occasions when you have to split an expense between two different org units. In these circumstances, it is best to connect with your local business officer.

The processing time depends on the accuracy of the submitted information, the availability of the reviewer, and the available funds in your cost center. However, processing expense reimbursements is likely to be faster with Concur, as it offers transparency, consolidates all relevant information in one place, and provides an overview, allowing you to easily track and follow up if your claim is delayed.

All expense claims submitted before Concur’s rollout will be processed using the old system. Concur will be introduced in waves, meaning we will temporarily operate two expense reimbursement systems until everyone has transitioned to Concur.

Yes, Concur offers real-time visibility into the status of your expense claim as it moves through the approval workflow

You can recall and edit an expense claim as long as it hasn’t been processed. Once your claim is processed, no further changes can be made.

Yes, you can work on your expense claim, save your progress and even collaborate with delegates before submitting the claim.

You can view all claims submitted through Concur. However, claims from the old system will not be migrated, meaning only your Concur claim history will be available.

Yes, you can assign a delegate to assist with your expense claims, allowing you to work together. However, you remain responsible for the claim and must submit it yourself.

Claimants can view all of their past claims filed through Concur. Managers have access to view claims submitted by both their direct and indirect reports.

As an employee, you are required to use Concur if your division has been onboarded to the system. Business Officers may still need to use ERDD for processing visitors and students until they are also onboarded to Concur.

Yes, the FAST team is here to assist you. We are in the process of developing detailed guides, instructional videos, and training sessions, which will be shared here once available—please stay tuned for updates.

In the meantime, you are encouraged to reach out to our team with any specific inquiries.

Yes, Concur is flexible to use, it can be accessed from your desktop or a mobile app.

Yes, however, the first time you use Concur, you’ll need to verify your email address and configure your profile.

We are in the process of developing detailed guides, instructional videos, and training sessions, which will be shared here once available—please stay tuned for updates.

In the meantime, you are encouraged to reach out to our team with any specific inquiries.

Concur offers additional space for claim related comments and, provides extra flexibility for detailed notes (e.g. you can add the research purpose), which are automatically shared with the claim reviewer and approver.

Yes, Concur will automatically convert foreign currencies to Canadian Dollars considering the day of purchase/transaction using XE foreign currency exchange.

No, Concur is being implemented in three phases. We will notify you when Concur is ready for you. From that point on, you’ll need to use Concur for all new claims. If you’ve recently submitted a claim through the old system, it will be processed as usual, but all future claims must be submitted via Concur.

Yes, you can submit one expense claim and allocate each item to a different cost code or GL code as needed.