Concur - New university procurement card and travel management system

[Business Affairs Office News]

You may have heard the quack!  Concur is coming in early 2018 and will be used to process both Pcard and travel expenses.

Business Affairs, Purchasing and Contracting Services and several campus partners have been configuring and testing Concur over the past few months.

We expect to launch the new Pcard process in late January,  and the new Travel and Expense platform in  March.


Concur for PCard

Department PCard custodians will access their US Bank PCard statements in Concur to review fraudulent charges, upload receipts for items purchased, assign desired Index / Account / Activity coding for each item, and submit to their Budget Authority for approval.

Budget Authorities will receive e-mails with a hyperlink to view reconciled statements and confirm that purchases conform to policy by virtue of their approval.

JV's will be automatically generated in Banner upon report approval in Concur.

Expenses can be reviewed in Concur as transactions are posted throughout the month (usually within a few days of purchase) and there will no longer be any need to retain paper statements and receipts.

Concur for Travel


*         Concur Request - travelers or their travel coordinator will create a pre-trip request allowing for review and approval of business purpose, budget and staffing.

*         Concur Travel - Upon Request approval, the traveler or their travel coordinator will use the Concur Travel booking tool to book their travel through a UO contracted travel agency.

*         Concur Locate - will allow Safety and Risk Services to locate and communicate with university travelers in case of emergency.

*         Concur Expense - Receipts upload automatically from the Travel booking tool and from partner vendors to the expense report.  For other out of pocket expenses like taxis, pictures of receipts can be uploaded from a phone/tablet device, faxed, or emailed into the expense report.  Expense reports include warnings to enforce travel rules and are routed to approvers electronically.    Receipts are stored in Concur so no need to retain paper.  The system also provides reporting and analytics.

*         Concur TripIt Pro - Every UO employee receives complimentary access to TripIt Pro mobile app..  Tripit Pro keeps all of your trip details (air, hotel, ground transport) organized in one place , provides real time flight alerts and gate changes, tracks reward points or better seat options, and can find another flight if yours cancels.

T&E Card

A select group of university travelers are piloting the new university travel and entertainment card program, a corporate liability card available to all regular travelers, that will eliminate the need for cash advances and streamline expense reporting.

Stay tuned for information, introductory Concur demos and training opportunities - coming your way soon!

Have a question or want to get involved ?  Contact Brian Strait 6-2387.

Thank you,

[cid:D409AF7E-A065-4B03-9E7F-72A60DB7E5EF]
Laurie Jacoby, CTC
Travel Manager
Business Affairs Office
University of Oregon
lajacoby at uoregon.edu<mailto:lajacoby at uoregon.edu>
541-346-3158



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