travelnews: REMINDER: Lunchtime Travel Talk today - "Processing Guest Travel in Concu"r

[BAO news for travel administrators]

Lunchtime Travel Talk   **   “Processing Guest Travel in Concur”   **   Wednesday, February 6 * 11am - noon

Thompson University Center, Employee Education Lab, Room 305.  Space is limited, please register on My Track:  https://uomytrack.pageuppeople.com/learning/2254

Workshop covers how to book, approve and process a travel reimbursement for a guest using your host Concur profile plus tips and common pitfalls.

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Travel Policy and Concur Process      **  Monday, February 18 - 8:30am – 2:30pm

Thompson University Center, Employee Education Lab, Room 305.  Please register on My Track:  https://uomytrack.pageuppeople.com/learning/2109

This is our monthly training for new Travel Delegates, delegates wanting a refresher, or delegates in the Processor training queue.  If you are booking 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 will include:

•         IRS Accountable Plan

•         UO Travel Policy

•         Persons eligible for travel expense reimbursement

•         BAO and Travel website overview

•         Online travel resources

•         Concur for Travel Expense orientation

•         Course is required for Concur Processor permissions
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The Concur team is offering "On-the-Road" support to come directly to you in case you might be feeling a little shaky with Concur and your processes.  Would you be interested in scheduling a session with members of our team for an hour at your location?  We can work either with your admin staff, or your travelers, or a combo session to help you smooth out the edges.   We can tailor a session specially for you.  Or here are some ideas of training/discussion topics:



•       ABC overview of Concur: Basic steps, deciding whether to use booking tool or TMC, workflow from Request/Travel/Expense

•        Concur booking tool:  Air – how to use search filters, when to use the TMC, sending TMC ticket authorization; Cars/Hotels – adding later; Trip Library

•        Expense reimbursement: Travel allowance (per diems), Mileage Calculator, allocating funds, hotel itemization, print report

•        Guest/ Student travel: How to book and complete a reimbursement using your profile as host.  Tips to remember.

•        Mobile tools:  Life savers for your road warriors - Concur Mobile App and Tripit Pro: Itinerary and schedule organizers, receipt capture for smart phone users.

•        Reporting tools:  Analyze your travel spend, review trends, compliance issues

•        Concur Q&A:  Your questions answered, review of your current projects

•       Workflow analysis:  Streamlining your approval, analyzing if you have too many touch points, is your process meeting your needs?



Please let us know how we can best help you.


[cid:D409AF7E-A065-4B03-9E7F-72A60DB7E5EF]
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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