travelnews: Concur/Travel Roundtable-Fiscal Year End Procedures

Tue May 5 10:06:53 PDT 2026

Concur Monthly Roundtable

The UO Travel Office hosts a monthly Concur Roundtable for Concur travel delegates and travelers on the first 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, April 6, 2026    Time: 11:00 AM to Noon

Fiscal Year End Travel Procedures and Accrual Timeline: Can you believe it?! We are quickly coming to the end of Fiscal Year 26 and it is time to reconcile any outstanding Lodge Card, One Card, and Procurement Card transactions and complete travel expense reports. Please join the Travel Office as we go over end of year procedures. We will be sharing information to help departments complete travel expense reports and will go over the accrual process-why we do it, what you will see in Concur and Banner, and the timeline for the accrual process.

Topics include:

  *
Review of Banner JV's and Invoices created by Concur
  *
End of year travel report processing
  *
Unassigned card transactions and unsubmitted expense reports
  *
Explanation of accrual process and what you will see in your Banner indexes
  *
Important dates to remember

Microsoft Teams Need help?<https://aka.ms/JoinTeamsMeeting?omkt=en-US>

Join the meeting now<https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2ZjNWFhOTItNmU1ZS00ZmRhLTg3MzEtYjQ4YTU4ZWQ1Zjg1%40thread.v2/0?context=%7b%22Tid%22%3a%228f0b198f-f447-4cfe-ba03-526b46c661f8%22%2c%22Oid%22%3a%2294745019-d160-4da0-943d-ef161144da5e%22%7d>

Meeting ID: 267 721 222 07

Passcode: oTHRuB

Dial in by phone

+1 971-323-0058,,484812857# United States, Portland

Find a local number<https://dialin.teams.microsoft.com/26bfb588-1425-48d9-a1f1-af7650fbf8a7?id=484812857>

Phone conference ID: 484 812 857#

For organizers: Meeting options<https://teams.microsoft.com/meetingOptions/?organizerId=94745019-d160-4da0-943d-ef161144da5e&tenantId=8f0b198f-f447-4cfe-ba03-526b46c661f8&threadId=19_meeting_N2ZjNWFhOTItNmU1ZS00ZmRhLTg3MzEtYjQ4YTU4ZWQ1Zjg1@thread.v2&messageId=0&language=en-US>| Reset dial-in PIN<https://dialin.teams.microsoft.com/usp/pstnconferencing>

Org help<https://service.uoregon.edu/TDClient/Requests/ServiceDet?ID=32268>

Brooke Millett Montgomery

Travel Manager

University of Oregon Travel Office

(541) 346-3445

bmillett at uoregon.edu<mailto:bmillett at uoregon.edu>

**  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.<http://rcs.uoregon.edu/content/regulations-and-uo-policy.%E2%80%8B**>?**<http://rcs.uoregon.edu/content/regulations-and-uo-policy.%E2%80%8B**>

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

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

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.uoregon.edu/pipermail/travelnews/attachments/20260505/8327c65a/attachment.html>