Travel / Concur Training

“Three Steps to Concur/Travel Success”

Upcoming Dates and Times:

Thursday, October 16th, 9:30 AM-12:00 PM

Thursday, November 20th, 9:30 AM-12:00 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.

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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, October 30      8:30am - 12:30pm

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

 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  

The UO Travel Office hosts a monthly Concur Roundtable for Concur travel delegates and travelers on the first 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, October 1, 2025    Time: 11:00 AM to Noon

The academic year is in full swing, UO Faculty and Staff are returning from summer research and professional development travel, and are looking forward to new business travel opportunities over the next year. Now is a good time for travelers to think about getting a One Card and it will be helpful . Please join the Travel Office as we discuss the One Card from A to Z including who is eligible to apply for a One Card, how to get one, and a demonstration on reconciling One Card transactions in Concur Expense Reports. We will also share tips for travel delegates to ensure One Card (and Lodge Card) transactions are accurately documented and all pertinent transactions have been imported to the expense report. We look forward to seeing you!

Topics Include:

  • Benefits of having a One Card
  • Eligibility to receive a One Card
  • How to get the One Card
  • User Responsibilities
    • How to use
    • Expenses not allowed
    • Lost or stolen cards and fraudulent purchases
  • Department Responsibilities
  • Reconciling One Card Expenses
    • Importing One Card Expenses
    • Banner transaction
  • Corrections
    • How to treat unallowable expenses
    • What to do when a traveler is reimbursed for an expense paid on a One Card
  • Good of the order
    • Update on rental car contracts
    • Working with Direct Travel
  • Q&A

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Travel Policy/Concur Overview Monthly Training Video Recording

 

Concur Roundtable Materials

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