1.) Link to full instructions:
2.) Log in to Concur at https://concur.uoregon.edu using your Duck ID and password.
3.) On the top navigation bar, click Request, click Create New, New Request
4.) Request Header
Enter required fields, indicated by a red bar. Business purpose should be thorough and complete and clearly demonstrate the benefit to the university. Once you have entered all required fields, click the blue Save button. This will open the Segments tab where you will enter any airfare, lodging, rental cars or train segments needed for your trip.
Provide Business Purpose for travel
Enough detail should be included so anyone unfamiliar with travelers department or program will be able to determine the benefit to the UO. Details should include who traveled, what they did, why they traveled, and any details deemed important to explain the circumstances. Spell out acronyms.
Travelers can provide documentation to explain the business purpose, e.g. email confirming appointment, conference or meeting agenda, grant abstract, etc. When documentation is not available, travelers should provide a daily log to document a business purpose for all days for which expenses are claimed. The log should include dates, name(s) of the organization(s) involved; names and positions of individuals visited/consulted; places, monuments, or institutions visited; or other descriptions as appropriate. A description of the activity should be specific and mention, for example, the research topic, paper title, etc., as appropriate.
1.) Inadequate Descriptions:
Attend Conference
Research Book
Collaboration
Meet with Colleagues
Site Visits
Give a lecture
Speaker
2.) Adequate business purpose descriptions with additional notes to offer supporting details:
Attend and present at the Gatlinburg Conference on Research and Theory in Intellectual Disability. The conference is March 5-7 at Hotel Allegro in Chicago, IL. This is in support of xxx grant objectives. Two personal days at end of the trip. Comparison airfare quote attached shows business only price is more than actual air expense.
Field trip to the Mojave Desert to study vertebrate fossil sites. Research agenda, grant abstract attached.
In state mileage for fall term to attend events, board meetings and town hall meetings, meet with alumni, conduct student recruitment, and meet with marketing representatives and UO colleagues to discuss recruitment efforts. Specific trip details outlined in the attached mileage log.
5.) Segments
Click on the Segments tab. This is where you will enter the transportation and lodging portions of your trip. Once your report is approved, you will get a Book button on the request. See additional instructions for how to book from an approved Request.
Click on the airplane icon to begin planning flights
1.) Click on Round Trip, One Way or Multi Segment
2.) Enter the approximate amount of airfare
3.) Enter Outbound information, include preferred departure time
4.) Enter Return information
Click on the car icon to add a rental car for your trip. When booking air, you may choose to "Skip" this step and add it at a later time.
2.) Enter the City where you will pick up the car
3.) Enter the city where you will drop off your car
4.) Add any comments that may be relevant, e.g. sharing car with multiple travelers from UO
Click the bed icon to add lodging to your trip. When booking air, you may choose to "Skip" this step and add it at a later time. Note when using a conference hotel, enter the budgeted amount. However reservations will be booked according to directions provided from your conference and not in the Concur booking tool.
3.) Verify check in and check out dates
6.) Expenses
Click on the Expenses tab. Click on Expense Type, enter the required information. (Required fields are indicated by a red bar.) The following examples are provided for the most common expenses.
Click Save.
Other Ground Transportation
This expense type may include airport shuttles, buses, or public transportation other than taxi.
1.) Click Expense Type 02. Transportation; Other Ground Transportation
2.) Enter approximate amount
1.) Select 04. Meals & Entertainment;Meal Per Diem
3.) Note that the amount field cannot be edited. Concur will calculate amount allowed based on destination from Header.
Enter any anticipated parking costs here.
1.) Click Expense Type 02. Transportation;Parking
3.) Enter Comment to explain expense
If you anticipate taxi expenses, enter them on your Request.
1.) Select Expense Type 02. Transportation;Taxi
3.) Enter comment to assist approver - why you need taxi expense
7.) Submit Request
Once you are satisfied that everything is correct, click Submit Request.
If you have requested personal travel in conjunction with your business trip, the request will be reviewed by the Travel Office for compliance prior to department approval. You must provide comparison airfare for business vs business + personal travel. It is preferred that you obtain this quote from your Travel Management Company.
8.) Creating your Expense Report
Expense report for approved travel must be started from the Request. You can begin the report as soon as your request is approved. This gives you a virtual folder to contain all of your expenses as they come in. Note that you cannot submit your report until after the trip is complete,
Do not close or inactivate your request until after the expense report has paid out. Since the request will automatically close after 60 days, it is important that you submit your expenses in a timely manner.
