travelnews: Travel/Concur Training next week ** Monthly Concur Roundtable topic

BAO news for travel administrators travelnews at lists.uoregon.edu
Thu Jul 8 16:14:17 PDT 2021


UO Travel Policy and Concur Overview      **  Wednesday, July 14  *  8:30am – 3:00pm

This training will be offered by Teams remote access.  Please register on My Track:  https://uomytrack.pageuppeople.com/learning/2109<https://urldefense.com/v3/__https:/uomytrack.pageuppeople.com/learning/2109__;!!C5qS4YX3!XSbei2xz8WAvOvHWtYI5QbATVTt_T0DS22Zy2cbK99FGC_wpJJCqoJOO8jgnqtY3Eb8$>
The Teams session link will be sent to registrants the day prior to training.

This monthly training is for new Travel Delegates, Delegates wanting a refresher, or Delegates in the Processor scoring queue.  If you are or will be arranging travel and processing travel reimbursements for UO business travel, please attend this important training to learn UO Travel Policy, IRS Accountable Plan guidelines,  and for an overview of the Concur Travel and Expense system.

 Areas of focus include:

·           IRS Accountable Plan ** UO Travel Policy

·           UO Managed Travel Program

·           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 Expense orientation
******************************************************************************************************
Monthly Concur Roundtable
The UO Travel Office hosts a monthly Concur Roundtable for Concur travel delegates and travelers on the last Wednesday of each month. It’s an opportunity to meet your peers and share best practices, stay informed about changes and updates, and provide feedback related to Concur and UO travel.
Date: Wednesday, July 28th, 2021  **  Time: 11:00 AM to Noon
Topic:  Be fast, be efficient, and save money for your department - Use the Concur Booking Tool! As business travel returns with a bang, UO travelers and delegates are diving back into Concur. It is a good time to revisit best practices for successful use of Concur Request and the Concur Booking Tool. Please join the Travel Office as we review the flow from Concur Request to the Booking Tool and share tips for success and efficiency!
Topics include:

  *   5 tips for Booking Tool Success
  *   Request to book, book to request - You choose
  *   Using the Booking Tool for guests -Yes you can!
  *   Booking Tool Tips and Reminders
  *   Q&A

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