travelnews: Upcoming Concur/Travel Educational Opportunities

[BAO news for travel administrators]

Monthly Concur Travel and Expense Roundtable   **  Come meet your Concur Peer Group  **  Wednesday, July 31  **  11am- noon

Thompson University Center, BAO Conference Room, Room 201E  ** Drop In - no registration

The UO Travel Office will host a monthly Concur Roundtable for Concur travel delegates on the last Wednesday of each month.

July Topic:  "Adding Personal Travel  - Airfare Comparison Quotes:  When do I need one, how do I get one" - facilitator:  Brooke Millett-Montgomery

Agenda:  Monthly Topic,  Concur Updates/Announcements, Q&A, networking, sharing best business practices.  See upcoming topics at:  https://ba.uoregon.edu/content/travel-concur-training

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Lunchtime Travel Talk   **   Monday, August 12  **  11am - 12:30pm

Thompson University Center, Training Room, #305  ** Limited Space:  Register at  https://uomytrack.pageuppeople.com/learning/2699

Post Fiscal Year 19 closing - For Approvers, Budget Managers and Delegates: This session will discuss Concur reporting tools relating to accounting accruals and calculations.  We will go over the data used to create reports for unsubmitted Concur Expense reports, Unassigned credit card charges and accrual calculations.  We will also show Processor and Request audit rolls outside the normal delegate function and show how to build specialty queries to search you group data.
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Travel Policy and Concur Process      **  Monday, Sept. 9 - 8:30am - 3:00pm

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 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 to become a Concur Processor
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Schedule your fall staff session now for:

Concur "On the Road" Support Sessions  Schedule the Concur team to come to your department, at your convenience, for a Concur support session.   We are holding one hour sessions for department support staff, Concur delegates and/or One-on-Ones.  What type of support do you need?  How can we help?  Some suggested 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 launch the booking tool from Request, search filters, how to add cars/hotels, Trip Library
  *   Expense reimbursement: Travel allowance (per diems), Mileage Calculator, allocating funds, hotel itemization, print report
  *   Guest/ Student travel: Book and complete a reimbursement using your profile as host.
  *   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 department's travel spend, review trends, compliance issues
  *   Concur Q&A:  Your questions answered, review of your current projects
  *   Workflow analysis:  Streamlining your departmental approval, analyzing if you have too many touch points, is your process meeting your needs?
 Please call Laurie 6-3158 to schedule your session(s).

[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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