travelnews: Concur/Travel upcoming Educational Opportunities ** Travel Training and Monthly Roundtables

BAO news for travel administrators travelnews at lists.uoregon.edu
Thu Jan 9 12:22:30 PST 2020


 UO Travel Policy and Concur Overview      **  Monday, January 13 - 8:30am - 3:00pm  ** We have a few seats still available for this month's class!

 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

**  This course is required to become a Concur Processor.

*********************************************************************************************************************************
Monthly Concur Travel and Expense Roundtable   **  Come meet your Concur Peer Group  **  Wednesday, January 29  **  11am- noon

Topic: "Smart Airline Purchasing:  Getting the Most Bang for your Departmental Buck".    Presenter: Edgar Santiago, Direct Travel Corporate Account Manager
Thompson University Center, BAO Conference Room, Room 201E  ** Drop In - no registration

Remote Access with Microsoft Teams: To view the presentation screen, email Brooke Millett bmillett at uoregon.edu to be added to the session

Dial-in Number: +1-971-323-0058 * Conference ID: 18002089



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

Agenda:  Monthly Topic,  Concur Updates/Announcements, Q&A, networking, sharing best business practices
Future Topics (subject to change):
*         February 26  ** "How does your Department use Concur" from implementation, to workflow processes, to traveler/user responsibility - Panel Discussion of Concur Processors and Delegates
*         March 25   **   "Candidate Travel and House Hunting" - Presenter: Joy Germack, UO Tax Accountant
*         April 29   **   Fiscal Year End prep: Presenter: Phil Davis, UO FIS Control Accountant
UO Travel Training is posted on the UO Travel website:  https://ba.uoregon.edu/content/travel-concur-training

 Happy New Year!

[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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