travelnews: Concur/Travel Roundtable Tomorrow, Wednesday, May 29th!

[BAO news for travel administrators]

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 29th, 2024  **  Time: 11:00 AM to Noon


Topic: Preparing for Fiscal Year End 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, for a discussion on preparing your department for the end of Fiscal Year 24. We will also briefly discuss how expense reports transfer from Concur into Banner and how to easily spot Concur transactions 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
  *   Reports the Travel Office will be pushing out to campus to prepare for fiscal year end
  *   Q & A

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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

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