travelnews: Concur Roundtable next Wednesday * Delegate Forum "How Does Concur work in your Department"?

[BAO news for travel administrators]

Monthly Concur Travel and Expense Roundtable   **  Come meet your Concur Peer Group  **  Wednesday, February 26  **  11am- noon

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

Topic: "How does your Department use Concur"   Discussion will include implementation, workflow processes, traveler/user responsibility.

Forum Discussants:
*         Sherilyn Schwartz -     Mathematics
*         Brian Conley -             College of Design, Journalism, Clark Honors College
*         Loni Spear -               Advancement
*         Theresa Hoffer -         Knight Campus
*         Sara Bowman -           University Housing

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  https://ba.uoregon.edu/content/travel-concur-training

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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 or Brooke 6-3100 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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