travelnews: Concur Profiles ** Travel/Concur Training next week

[BAO news for travel administrators]

Good Afternoon Travel Delegates/Arrangers:

Now that UO travel is back in full swing, please review Concur profiles with those you support.  This is important for information to flow between travel vendors and the Concur platform. Having a completed profile can make a huge  difference towards a successful travel/reimbursement experience.


·         Verify uoregon.edu email:  Click Verify and upon receipt of the email from Concur, copy/paste the code into the box and click Save.  The Travel Office has been clicking the Verify button when doing your group maintenance.  Please alert your travelers to either finish the verification or forward the email to their delegate to do so.

·         Phone numbers:  as we approach fog and weather season, having phone numbers in profiles is the only way airlines can communicate schedule changes and flight cancellations.

·         Check legal name as it appears on government issued ID.  Then check the Concur profile to make sure they match, including middle name.

·         E-Receipts:  Turn on the E-Receipt activation under Other Settings section in Profile Settings.

·         Add additional traveler info:  Add frequent traveler account numbers, TSA PreCheck and passport numbers, credit card for hotel guarantee.

TRIPIT PRO set up:  Please see the attachment for directions to set up TripIt Pro.   Airline itineraries air receipts, and reservation confirmations will post to the Concur profile once the TripIt Pro account is set up or a current TripIt account is linked to the user’s UO Concur profile.  Please ask your travelers to do this as soon as possible.

***********************************************************************************************************************************************************

UO Travel Policy and Concur Overview      **  Wednesday, October 13  *  8:30am – 3:00pm

This training will be offered by Teams remote access.  Please register on MyTrack:  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 a travel arranger or processing UO business travel reimbursements, 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

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