Concur’s general refund functionality is now live! Here’s everything you need to know about this exciting change.
Cutover Details
Effective today, November 6, all new general refunds must be submitted through the Concur system.
What is a general refund?
A general refund refers to a repayment made to an individual that cannot be facilitated through alternative University systems (e.g., BruinBill, UCPath, Transact). Concur does not handle patient refunds or refunds to an entity.
Do I automatically have access to this new Concur functionality?
Concur’s refund functionality is only available to a select number of users (i.e., central processors).
To see a complete list of central processors, review our central processor directory. If your unit needs to update your users, review the Concur Refund Central Processor Access knowledge article.
I participated in the pilot—do I need to do anything else?
Pilot participants who submitted one or more general refunds will be receiving a separate communication. If you did not submit a pilot refund, no additional action is required.
Support & Resources
Training
Our Lifecycle of a General Refund web page has everything you need to learn the new Concur process. Additional resources will be developed as we receive feedback.
Office Hours
Support appointments are available and can be booked same day.
Questions?
We’re here to help! Send us an email or attend our office hours.
