travelnews: Concur/Travel Round Table Next Week and Spring Break Reminders!

BAO news for travel administrators travelnews at lists.uoregon.edu
Wed Mar 22 15:51:23 PDT 2023


Spring Break Approval Reminder! (please scroll to the bottom of the email for information regarding the Concur/Travel Round Table Next Week

If you are an approver in Concur and are planning to be out of the office for Spring Break and are not available to approve Concur Requests and Expense Reports please consider setting up a Delegate with permissions on Concur.

To do this:  Go to your Profile Settings


On the left hand side of the screen go to the Expense Settings menu and select Expense Delegates

A window will open where you can Add a delegate and assign them approval permissions. This will allow the delegate to log in to your profile and approve Requests and Expenses on your behalf. You can set up a delegate to approve on your behalf all of the time or for a temporary time based on date.




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, March 29th, 2023  **  Time: 11:00 AM to Noon

Topic:  Concur/Travel FAQ Mashup! Business Travel at the University of Oregon has rebounded in a big way this year! Our community of faculty, staff, and students is getting out there for UO business and departments are busy welcoming guests to our campuses. As well, UO departments have welcomed new staff to assist travelers and moved seasoned staff to roles involving travel. With all this travel activity, it is a good time to address the most asked questions and sought after guidance as it relates to Concur and Travel Policy. With these tips and tools in your pocket, travelers and delegates are sure to have a smoother experience in Concur Request and Expense.  Please join the Travel Office as we present guidance, reminders, and tips on the most frequently asked questions as well as discuss your questions about travel and Concur.

Topics include:

*       When, why, and how travelers should work the travel agent
*       Quick Concur tips for requests, booking tool, and expense reports
*       What is churning and what happens if I do it (Hint: It has nothing to do with butter!)
*       Keeping a travel log and business purpose documentation
*       Budgeting for per diem meals
*       Receipts-when to keep them and what they need to show
*       When and how to get an airfare comparison quote
*       Hosting dos and don'ts
*       Q&A and so much more!

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Kind regards,

Brooke Millett Montgomery
Travel Manager
University of Oregon Travel Office
Direct Line (541) 346-3445, Travel Office Main Line (541) 346-3100
travel at uoregon.edu<mailto:travel at uoregon.edu>
https://ba.uoregon.edu/travel/

Concur Users: TripIt Pro is available FREE for all UO employees. Log into concur.uoregon.edu and go to App Center, TripIt and Connect.  Forward all reservations confirmations and itineraries to plans at tripit.com<mailto:plans at tripit.com> to experience stress free business and personal travel.

**  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



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