travelnews: Travel: Three Steps to Concur * Travel Success workshop plus Monthly Concur Roundtable

Tue Mar 22 10:11:47 PDT 2022

Correction to Three Steps to Concur * Travel Success TIME for tomorrow’s session:

Three Steps to Concur Travel Success
Dates:  Wednesday, Mar. 23  – 1:00pm – 3:15pm   OR Friday, April 8 – 10am – 12:15pm 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 for Self-Service

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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, March 30th, 2022  **  Time: 11:00 AM to Noon

Topic:  Traveler Tips-What every traveler needs to know for a fast and smooth reimbursement process!-It is clear that UO business travelers are ready to get back out into the world! In the past few months requests for travel have quadrupled and many travelers and travel delegates are having to recall policies and procedures that they have not used in some time due to the pandemic. We have compiled a list of the top 10 tips that travelers need to know to help them have a smooth travel and expense reimbursement experience. As a bonus, we have also comprised a list of the top 10 Concur tips we can offer travelers and delegates. With these tips and tools in your pocket, you are sure to have a reimbursement experience that is quicker and easier! Please join the Travel Office as we present these tips and answer your questions about travel and Concur.

Topics include:

  *   Keeping a travel log and business purpose documentation
  *   Budgeting for per diem meals
  *   Receipts-when to keep them and what they need to show
  *   When and how to get an airfare comparison quote
  *   Hosting dos and don’ts
  *   Quick Concur tips for requests, booking tool, and expense reports
  *   Q&A and so much more!

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_ZTdhYWZiMTUtYTA4Ni00ZmQzLTg1OTAtOTM3NGMzYjdjNzkz%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,,495060138#<tel:+19713230058,,495060138#>   United States, Portland
Phone Conference ID: 495 060 138#
Find a local number<https://dialin.teams.microsoft.com/26bfb588-1425-48d9-a1f1-af7650fbf8a7?id=495060138> | Reset PIN<https://mysettings.lync.com/pstnconferencing>

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