Concur Travel Coordinator Training Laurie Jacoby 6 3158

Concur Travel Coordinator Training Laurie Jacoby 6 -3158 Brian Strait 6 -2387

4 Ways to Get Help 1. Additional training sessions 2. Drop in sessions 3. Concur project page • • FAQ Written procedures Refresher Video’s Checklist 4. Give us a call • Laurie Jacoby 6 -3158 • Brian Strait 6 -2387

All things Concur 1. 2. 3. 4. 5. 6. 7. 8. Request Travel Expense Locate Triplink (receipts@concur. com) Concur App Trip. It Pro Waze

Changes Coming in April…

1. Request A Concur Request must be submitted and approved prior to booking travel. • Launches Travel booking tool • Flows to Expense • Flows to Locate

2. Booking All bookings online using Concur Travel booking tool or by phone/in person with TMC. • Maximizes discounts • Minimize ticket fees • Guarantee Fly America Act compliance • Avoids Basic Economy

3. One Card All employees who travel regularly are strongly encouraged to carry a new corporate travel card for lodging and ground transport and other travel expenses. • No travel advances • Card charges flow to expense report • Hotel receipts automatically itemized.

4. Airfare Payment TMCs and the Concur booking tool will use the university ghost card to pay for all university airfare. This will maximize university rebate revenue and negotiated airfare discounts.

5. Software Before: • Airfare Authorization • Expedia or Kayak • Duck. Web Travel After: • Concur Request • Concur Travel • Concur Expense

6. Language Before: 1. Travel Coordinator 2. Account Code 3. Travel Reimbursement 4. Per Diem After: 1. Delegate 2. Expense Type 3. Expense Report 4. Travel Allowance Note: Delegates can prepare travel requests and expense reports but the traveler must submit them.

7. Approvers Before: After: • Airfare Authorization • Concur Request Form approver Approver 1 and 2 • Duck. Web Travel • Concur Expense Reimbursement Form Approver 1 and 2 approver Note: Approvers should have authority to commit department funds. This budget authority can be delegated from the Dean/Director/Department Head to the unit financial manager.

8. Records Before: • Paper portfolio • Paper receipts • Paper reporting After: • Mobile portfolio • Online receipts • Online reports Note: All records will remain available in Concur for their required retention period.