travelnews: Upcoming travel education opportunities!

Wed May 24 14:53:36 PDT 2023

Hello Traveler and Travel Delegates,
Please see the upcoming travel education opportunities. We have a Three Steps to Concur/Travel Success class tomorrow (May 25th 10:00-12:30) and a Travel/Concur Roundtable discussion on May 31st, 11:00-Noon. Registration and meeting links are listed below.  Hope to see you there!
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If you are new to Concur or need a refresher on how to navigate through Concur Request, Travel, and Expense, please join Travel Office staff for our Three Steps to Concur/Travel Success next week!
"Three Steps to Concur/Travel Success"    Thursday, May 25th,  2023 10:00 AM-12:30 PM
This monthly workshop 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.
Teams session:  https://uomytrack.pageuppeople.com/learning/3314
Topics include:

  *   Brief overview of UO travel website and travel policy: IRS Accountable Plan, Business Purpose, basic UO Travel 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, May 31st, 2023  **  Time: 11:00 AM to Noon

Topic: Preparing for Fiscal Year End with Phil Davis It is that time of year again!  May and June are two of the busiest months for UO Travel Delegates, Accountants, and Budget Administrators. The last quarter of the fiscal year is a time to reconcile expenses and index balances, tie up loose ends, and pave a clear path for the new fiscal year! Please join the Travel Office and Business Affairs FIS Control Accountant, Phil Davis, for a discussion on preparing your department for the end of Fiscal Year 23. We will also briefly discuss how expense reports transfer from Concur into Banner and how to easily spot a "Concur" transaction in Banner.

Topics include:

  *   A Concur to Banner accounting overview
  *   The purpose and process of accrual accounting and what you can expect to see in Banner
  *   Fiscal Year End To Do List
  *   Important dates to note
  *   Recording outstanding One Card and Lodge Card charges on Concur Expense Reports
  *   Identify outstanding Concur Expense Reports that need to be submitted for processing
  *   Q & A

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________________________________________________________________________________

Brooke Millett Montgomery
Travel Program Technician
University of Oregon Travel Office
(541) 346-3445
bmillett at uoregon.edu<mailto:bmillett at uoregon.edu>

**  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.?**<http://rcs.uoregon.edu/content/regulations-and-uo-policy.%E2%80%8B**>

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

Brooke Millett Montgomery
Travel Program Technician
University of Oregon Travel Office
(541) 346-3445
bmillett at uoregon.edu<mailto:bmillett at uoregon.edu>

**  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.?**<http://rcs.uoregon.edu/content/regulations-and-uo-policy.%E2%80%8B**>

Travel Office/Concur Help Desk: Phone: 6-3100/Email: travel at uoregon.edu

TravelNews Opt In for Travel and Concur tips:   https://lists-prod.uoregon.edu/mailman/listinfo/travelnews

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