travelnews: Concur New User Interface Coming 12/18 and Travel Training Opportunities

[BAO news for travel administrators]

Hello Travelers and Travel Delegates,

Please see below for information on Concur's new user interface and upcoming travel training opportunities.

Earlier this week the Travel Office hosted the monthly Concur/Travel Round Table where we previewed Concur's new user interface, Firori with Horizon, which will go live for UO on December 18th, 2023. For those who were not able to attend, please see the attached presentation slide deck from the discussion (a recording of the discussion is not available).

As mentioned in our discussion, Concur's functionality has not changed. Concur Request, Booking Tool, and Expense modules have been refreshed and the navigation has moved from the horizontal black navigation bar to a drop down menu in the upper left corner.

To preview the new UI please follow these directions:


     *   1.First, sign into SAP Concur. (Concur.uoregon.edu)
     *   2.If your entity is in the US (North America) datacenter, after signing into SAP Concur solutions, the URL you use to navigate to the Appearance Settings page is:
                            https://us2.concursolutions.com/Profile/AppearanceSettings.asp

     *   3.After navigating to Appearance Settings, select the desired theme to preview and then click Apply Theme. The available themes are as follows: A. Concur Gateway b. Morning Horizon. Evening Horizon. In addition to the Horizon themes, you can enable High Contrast mode.
     *   4.After clicking Apply Theme, the chosen theme is applied to the SAP Concur User interface until you sign out of SAP Concur solutions or until the theme is manually disabled.


"Three Steps to Concur/Travel Success"
Date: Thursday, December 7, 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


Quarterly Travel Policy
Date: Thursday, January 11, 2024       8:30am - 1:00pm
Location: Teams session
Training for new Travel Delegates or delegates wanting a refresher.  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. Required for Concur Processor candidates.

Please register on My Tracks:  https://uomytrack.pageuppeople.com/learning/3331/timeslot/282857

 Areas of focus include:

  *     IRS Accountable Plan/UO Travel Policy
  *     Best Practices and tips for travel arrangers
  *     Federal Grant funded travel
  *     Employee, Guest, Student and Volunteer travel expense reimbursement
  *     BA and Travel website overview
  *     Online travel resources
Have a nice weekend!


Brooke Millett Montgomery
Travel Program Manager
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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