travelnews: Upcoming Concur and Travel educational opportunities

Mon Feb 7 08:35:18 PST 2022

Hello Department Travel Delegates and Travelers,

Three Steps to Concur Travel Success
Dates:  Tuesday, Feb. 15 – 10am – noon     OR      Friday, March 11 – 10am – noon   https://uomytrack.pageuppeople.com/learning/3314
This monthly session provides UO business travelers, delegates, and travel planners with some simple keys to success so users can easily create Concur Requests, Book Travel, and file their Expense reports.
Topics include:

  *   Brief overview of UO travel website and travel policy: IRS Accountable Plan, Business Purpose, basic policy requirements, how to find UO travel information
  *   Tips for Travel Planning
  *   Concur:
     *   Completing your Concur profile, verifying your email, how to set up the Concur mobile app and your free TripIt Pro account
     *   Step 1:  Obtaining pre travel approval in Request
     *   Step 2:  Booking Travel:  Booking Tool versus TMC (travel agent assist)
     *   Step 3:  Expense Report
  *   Resources and Help

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Monthly Concur Roundtable

The UO Travel Office hosts a monthly Concur Roundtable for Concur travel delegates and travelers on the last Wednesday of each month. It’s an opportunity to meet your peers and share best practices, stay informed about changes and updates, and provide feedback related to Concur and UO travel.

Date: Wednesday, February 23, 2022  **  Time: 11:00 AM to Noon

Topic:  One Card for Travel-Everything You Ever Wanted To Know-We are all facing a shortage of time these days and seem to have more work then ever. The Travel Office has a solution for employee travelers that will save them time, keep their business travel expenses separate from their personal finances, make expense processing quick and easy, and allows travel delegates to work on their traveler’s behalf quickly and efficiently. Please join the travel office for a discussion on the One Card for travel and learn everything you ever wanted to know about the One Card!

Topics include:

  *   One Card-What is it? How do you get one? Who should have one?
  *   Guidance on what the One Card can be used for?
  *   How One Card transactions are processed in Concur and how they appear in Banner
  *   Matching pending card transactions to e-receipts
  *   A guide on Concur transaction icons
  *   Tips for delegates to help manage One Card user profiles
  *   What to do when a One Card holder leaves the UO or moves to another department
  *   One Card best business practices
  *   Q&A

Microsoft Teams meeting
Join on your computer or mobile app
Click here to join the meeting<https://teams.microsoft.com/l/meetup-join/19%3ameeting_YmEzNDY2NjAtYzUxNC00NTg3LThkYmQtZWQyNDZiYTU5OTk2%40thread.v2/0?context=%7b%22Tid%22%3a%228f0b198f-f447-4cfe-ba03-526b46c661f8%22%2c%22Oid%22%3a%2294745019-d160-4da0-943d-ef161144da5e%22%7d>
Or call in (audio only)
+1 971-323-0058,,733288031#<tel:+19713230058,,733288031#>   United States, Portland
Phone Conference ID: 733 288 031#
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UO Travel Policy      **  Thursday, April 21 - 8:30am – 12:30pm  https://uomytrack.pageuppeople.com/learning/3331

This quarterly training is for Travel Delegates, Travel Arrangers, Approvers, or Travelers requiring a deeper dive into IRS and UO Business Travel guidelines.

 Areas of focus include:

·           IRS Accountable Plan guidelines

·           UO Travel Policy

·           Persons eligible for travel expense reimbursement and tools for decision making

·           Travel payment options

·           Travel website overview and resources

·           Tips for travel planning

[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  ** Travel Office/Concur Help Desk:   Phone:  6-3100 ** Email:travel at uoregon.edu<mailto:travel at uoregon.edu>

Concur Users: TripIt Pro is available FREE for all UO employees. Log into concur.uoregon.edu and go to App Center, TripIt and Connect.  Forward all reservations confirmations and itineraries to plans at tripit.com<mailto:plans at tripit.com> to experience stress free business and personal travel.

**  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

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