Travel / Concur Training
“Three Steps to Concur/Travel Success” Thursday, May 25, 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
Travel Policy Quarterly: Date: Thursday, April 13, 2023 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/2109
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
Concur Monthly Roundtable Location: Teams session
Wednesday, May 31st, 2023 ** 11:00am - 12:00pm
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.
Overview: 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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Microsoft Teams meeting
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Lunchtime Travel Talk
Date: TBD Time: 11:00 AM to Noon
Travel Policy/Concur Overview Monthly Training Video Recording:
Part 2: Expense
Travel Talk - Clery Act
Part 1 - Introduction, Travel Policy Guidelines, Tax Treatment
Part 2 - Persons Eligible for Expense Reimbursement, Travel Expense Payment, Misc. Travel Expense
Part 3 - Lodging, Meals, Transportation, Vehicles (Personal, Rental, Motor Pool)
Part 4 - Concur Overview
Concur Roundtable Materials:
May 2023 - FY23 Year End Travel and Accrual Processes
July 2022 - Concur New UI Presentation (Powerpoint) Concur New UI (Recording)
April 2022 - Fiscal Year End Preparation (Recording)
March 2022 - Top 10 Travel Policy Tips (Powerpoint) Top 10 Travel Policy Tips (Recording)
February 2022 - One Card for Travel (Powerpoint) One Card for Travel (Recording)
January 2022 - Student Travel (Powerpoint) Student Travel (Recording)
September 2021 - Moving Procedures
August 2021 - The world awaits! A discussion on UO International business travel (Powerpoint)
July 2021 - Be fast, be efficient, and save money for your department-Use the Concur Booking Tool! (Powerpoint)
June 2021 - Three Steps to Success in Concur
May 2021 - "Resuming UO Business Travel - What to Expect" Passcode: zz1CY.XD
Slide Deck: May Travel Round Table
April 2021 - "Preparing for Fiscal Year End" with Phil Davis. Passcode: A!f4R5wR
March 2021 - "Traveler/Delegate Resources Related to COVID-19 and Eventual Return to Travel" Passcode: 6N@TbaF.
Slide Deck: Looking Ahead: Proactive Travel Planning During COVID-19
March 2021 - Travel Talk: Concur Mileage Calculator Tool
February 2021, Part 1 - "Vehicle Travel Policies and Tips" Passcode: !B@Ov@m4
February 2021, Part 2 - "Vehicle Travel Policies and Tips"
February 2021, Part 3 - "Mileage Logs and the Concur Mileage Calculator" Passcode: Bmt8Hv#O
January 2021 - "Travel: Past, Present, and Future
October 2020 - "Guest Travel From A to Z"
August 2020 - “Everything you always wanted to know about driving for UO business" Passcode: &v+1UsYD
Department Workshops: "Three Steps to Concur Success"
The UO Travel Office offers a one hour workshop for your staff on "The Three Steps to Concur Success". This session will provide UO business travelers or their support staff with some simple keys to success so users can easily create their Concur Request, Book Travel and file their Expense report. Consider this useful workshop for a staff meeting or an Office Hours session. Let us help you feel more comfortable in the system. We can also provide custom sessions for your specific needs. Here are training/discussion topic for ideas:
- UO Managed Travel Program: How to book UO business travel - TMC (UO travel agency) or Concur booking tool, UO Lodge Cards, One Card corporate travel card
- Concur booking tool: How to use search filters, booking hotel and cars, how to find your current and past travel itineraries
- Concur Request/Duty of Care: the purpose and features of Request
- Expense/Reimbursement: Check out the features: Travel Allowance /per diem tables, Mileage Calculator, allocating funds, hotel itemization, print/summary report
- Guest/ Student travel: Acting as a host to book guest travel with Concur.
- Mobile tools: Life savers for your road warriors - Concur Mobile App and Tripit Pro: Itinerary and schedule organizers, ExpenseIt enhancement - receipt capture for smart phone users.
- Reporting tools: Analyze your travel spend, review trends, compliance issues
- Concur Q&A: Your questions answered, review of your current projects
- Workflow analysis: Streamlining your approval, analyzing if you have too many touch points, is your process meeting your departmental needs
- Concur Resources: Where do I get help? Tour of UO Travel office website for: ** Concur Step-by-Step manuals, FAQ, tips; ** UO Concur/Travel email and phone numbers; ** UO Travel Agency after hours emergency help