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 Videos Checklist Give us a call Laurie Jacoby
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01
Concur Travel Coordinator Training Laurie Jacoby 6-3158
Brian Strait 6-2387<br>
02
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<br>
03
All things Concur Request
Travel
Expense
Locate
Triplink (receipts@concur.com)
Concur App
TripIt Pro
Waze<br>
04
Changes Coming in April…<br>
05
1. Request A Concur Request must be submitted and approved prior to booking travel.
Launches Travel booking tool
Flows to Expense
Flows to Locate<br>
06
2. Booking All bookings online using Concur Travel booking tool or by phone/in person with TMC.
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.<br>
08
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.<br>
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.<br>
11
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.<br>
12
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.<br>
13
Concur Demo Its as easy as … 1. Request
2. Travel (booking)
3. Expense<br>
14
To Do Delegates
Approvers
Default index
Employee profiles
Visit Concur project site
Drop in training
Traveler training<br>
15
That’s a Wrap Thanks for listening
Any questions or suggestions ? Laurie Jacoby 6-3158
Brian Strait 6-2387<br>
