travelnews: Concur Tips and Reminders

[BAO news for travel administrators]

Requests containing personal time - workflow change:  For Requests containing personal time, the workflow has changed slightly.  The new workflow has the Travel Office review of comparison quotes at the front end.  Then after final departmental approval, the Request is immediately ready to forward to the travel agency for ticketing.  Please review our Step-by-Step Concur Manual in Concur Resources "Notify the TMC of a Request Approval"   https://ba.uoregon.edu/travel/concur   View:  Concur Travel Manual and see other Step-by-Step Concur processes.

Receipts and One Card charges:  Remember that One Card usage must follow IRS requirements for itemized receipts.  This includes bag fees and airport parking.

Attach Documents - Whenever!  You can attach documents (receipts, grant abstracts, conference info, etc) to an Expense report line item or report header ANYTIME, even after the report has been submitted or is paid and in the Report Library.  Highlight the expense line and click Attach Receipt button.

"Change your Life" Sort feature:  When reviewing or approving an Expense report, click on the Date column and then click on the Expense Type column to sort expenses by date and alphabetically.

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Have a nice afternoon!

[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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