travelnews: UO Travel Reminders, Recordings and Training

BAO news for travel administrators travelnews at lists.uoregon.edu
Tue Jun 22 09:26:35 PDT 2021


Good morning UO Travelers and Delegates:
Fiscal Year End Reminder:  Please remember to review all Concur reports for submission for Fiscal Year End:

  *   Assign any UO Lodge Card (air) and One Card (travel Visa card) charges to expense reports
  *   Submit any reports for completed travel by this Friday to process to the correct fiscal year
  *   Delete any SAMPLE or TEST reports from your profile so they will not accrue to your departmental indices
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Welcome:  Sandy Booker to our Travel Office team.  Sandy will be working part time and will be reviewing expense reports and assisting with other accounting duties.  Her email is sandyb7 at uoregon.edu<mailto:sandyb7 at uoregon.edu>
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Concur Workshop Recording :   "Three Steps to Success in Concur"  https://ba.uoregon.edu/content/travel-concur-training  (See June 2021 Concur Roundtable Recording)
This was the workshop we presented on Wednesday, June 16 -  A refresher for travelers and their support staff on "The Three Steps to Concur Success".   Simple keys to success to easily create an Concur Request, Book Travel, and file their Expense reimbursement report.

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Travel Policy and Concur Overview           Location: Teams session
Wednesday, July 14, 2021                  8:30am - 3:00pm

Bi-monthly training for new Travel Delegates or delegates wanting a refresher.  As restrictions start to lift and UO business travel begins again, please attend this important training to learn about UO Travel Policy, IRS Accountable Plan guidelines, and for an overview of the Concur Travel and Expense system.

Please register on My Tracks:  https://uomytrack.pageuppeople.com/learning/2109  (Meeting link will be sent the day prior to class)

 Areas of focus include:

  *   Current UO travel suspension travel approval process
  *   IRS Accountable Plan/UO Travel Policy
  *   Best Practices and tips for travel arrangers
  *   Federal Grant funded travel
  *   Employee, Guest, Student and Volunteer travel expense reimbursement
  *   BAO and Travel website overview
  *   Online travel resources
  *   Concur for Travel Request, online Booking Tool, and Expense orientation

Have a nice week,


[cid:image001.png at 01D7669A.FA9BA4E0]
Laurie Jacoby
Travel Manager
Business Affairs Office
University of Oregon
lajacoby at uoregon.edu<mailto:lajacoby at uoregon.edu>
541-346-3158
**  If your travel involves human subjects research, please do not disclose any information that is protected under UO Policy and other Regulations http://rcs.uoregon.edu/content/regulations-and-uo-policy

Travel Office/Concur Help Desk:     Phone:  6-3100 ***  Email:  travel at uoregon.edu<mailto:travel at uoregon.edu>

TravelNews Opt In for Travel and Concur tips:   https://lists-prod.uoregon.edu/mailman/listinfo/travelnews

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