Concur Travel Coordinator Training Laurie Jacoby

Transcript:Concur Travel Coordinator Training Laurie Jacoby:
Concur Travel Coordinator Training Laurie Jacoby 6-3158 Brian Strait 6-2387 4 Ways to Get Help Additional training sessions Drop in sessions Concur project page FAQ Written procedures Refresher Video’s Checklist Give us a call Laurie Jacoby 6-3158 Brian Strait 6-2387 All things Concur Request Travel Expense Locate Triplink (receipts@concur.com) Concur App TripIt Pro Waze Changes Coming in April… 1. Request A Concur Request must be submitted and approved prior to booking travel. Launches Travel booking tool Flows to Expense Flows to Locate 2. Booking All bookings online using Concur Travel booking tool or by phone/in person with TMC. Maximizes discounts Minimize ticket fees Guarantee Fly America Act compliance Avoids Basic Economy 3. One Card All employees who travel regularly are strongly encouraged to carry a new corporate travel card for lodging and ground transport and other travel expenses. No travel advances Card charges flow to expense report Hotel receipts automatically itemized. 4. Airfare Payment TMCs and the Concur booking tool will use the university ghost card to pay for all university airfare. This will maximize university rebate revenue and negotiated airfare discounts. 5. Software Before: Airfare Authorization Expedia or Kayak DuckWeb Travel After: Concur Request Concur Travel Concur Expense 6. Language Before: Travel Coordinator Account Code Travel Reimbursement Per Diem After: Delegate Expense Type Expense Report Travel Allowance Note: Delegates can prepare travel requests and expense reports but the traveler must submit them. 7. Approvers Before: Airfare Authorization Form approver DuckWeb Travel Reimbursement Form approver After: Concur Request Approver 1 and 2 Concur Expense Approver 1 and 2 Note: Approvers should have authority to commit department funds. This budget authority can be delegated from the Dean/Director/Department Head to the unit financial manager. 8. Records Before: Paper portfolio Paper receipts Paper reporting After: Mobile portfolio Online receipts Online reports Note: All records will remain available in Concur for their required retention period. Concur Demo Its as easy as … 1. Request 2. Travel (booking) 3. Expense To Do Delegates Approvers Default index Employee profiles Visit Concur project site Drop in training Traveler training That’s a Wrap Thanks for listening Any questions or suggestions ? Laurie Jacoby 6-3158 Brian Strait 6-2387