travelnews: Concur Training for Travel Coordinators ** Knight Library Browsing Room

BAO news for travel administrators travelnews at lists.uoregon.edu
Wed Feb 7 12:21:34 PST 2018


Good Afternoon  -

We are happy to announce the training schedule for Concur for Travel.  We have prepared two different sessions.  Please review the description and select a session that will best suit you:


1.)  For Travel Coordinators who are also Pcard Custodians and have attended Concur for Pcard training:



Concur Travel Training - Travel Coordinators w/Pcard responsibilities

o   Feb. 19 - 10am 12pm  or

o   Feb. 21 - 1:00pm - 3pm

This course is intended to focus on the Concur Travel Expense process for travel coordinators that have already attended Concur for Pcard training and are transacting in Concur respective of their duties as a PCard custodian.  This course will avoid many of the basic navigation relative to Concur and will instead focus on the components of Concur relative to travel and expense.


2.)   For Travel Coordinators who are new to Concur and have not yet attended Concur training:


Concur Travel Training - Travel Coordinators

o   Feb. 26 - 1pm - 3pm

o   Feb. 28 - 10am - 12pm

o   Mar. 6 - 10am - 12pm

o   Mar. 9 -  10am - 12pm


This course is intended for Travel Coordinators who will be responsible for booking travel and/or submitting expense reports for others.  Topics covered in this session will include:

*         Creating travel requests in Concur

*         Booking travel with the Concur Booking Tool

*         Processing travel expense reports

*         Allocation of budget responsibility

*         Itemization of travel expenses

*         Summary of audit rules

*         Receipt attachment

Please register for your desired session on My Tracks,  My Track Information Sessions, My Community, Learning Library and type "Travel" into the search box to select the course and your date choice.  All sessions will be held in the Knight Library, Browsing Room.  Attendance is limited to 50 travel coordinators per session.

Please refer to the Concur Project webpage for regular updates https://ba.uoregon.edu/content/concur-project.  Demo sessions for UO business travelers will scheduled for later this spring.

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

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