Concur Overview Overview What is Concur? Travel

Transcript:Concur Overview Overview What is Concur? Travel:
Concur Overview Overview What is Concur? Travel and expense management software. All credit card transactions (PCard and Travel) must be reconciled in Concur. Transactions on a TWU credit card are automatically uploaded into Concur. All employee reimbursements must be reconciled in Concur. Overview How do I get an account set up in Concur? Employees are uploaded into Concur automatically once they’re set up in Human Resources. You can access Concur using your Google single sign-on. The link to Concur is on the Procurement Services website. https://twu.edu/procurement/ *Click here for details on how to log-in. Scroll down the page to the Concur section. Policies within Concur Request Policy TWU Travel Request A Travel Request must be approved in Concur PRIOR to booking travel expenses and travel. TWU Card Request Requests for a new credit card (Travel and PCard). Changes to existing cards (name, limits, cancel). Policies within Concur, continued Expense Policy Travel Expenses AFTER your trip you reconcile all expenses in Concur. PCard Expenses All PCard expenses are reconciled in Concur. Payment Request All employee reimbursements are processed in Concur. Built-In Rules within Concur Concur has built-in rules to assist with compliance and audit. Examples: "Red" alert is a hard stop. You cannot move forward. The account has no travel budget. Deduct commuter mileage. “Orange“ alert is caution. You are able to continue. Transaction date outside trip dates. Possible duplicate transaction. Other Areas within Concur Travel Book your transportation and hotel directly through Concur. CTP (Collegiate Travel Planners) Transactions automatically feed into Concur making reconciliation easier. Provides full-service travel for TWU. Helps you find the best rates. Note: you are encouraged but not required to use CTP Other Areas within Concur, continued Approvals Used by established approvers to approve Requests and Expenses. All expenses route to the assigned account approver. If a change is needed, email concur@twu.edu for further guidance. Common Questions Can I still pay travel expenses for a prospective employee? Yes, but the process is different. Hotel and airfare can be charged to an employee's Travel Card. Any out-of-pocket expenses incurred by the prospective employee will be reimbursed on a Check Request. All itemized receipts must be submitted and reconciled by the TWU employee (Travel Card and Check Request). Prospective employees are no longer added into Concur. An Oracle supplier number must be created for each prospective employee if TWU is paying for any expenses. Complete the Prospective Employee