1. Concur Travel Coordinator Training
Laurie Jacoby
Brian Strait

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

3. All things Concur Request Travel Expense Locate
Triplink
Concur App
TripIt Pro
Waze

4. Changes Coming in April…

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

6. 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

7. 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.

8. 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.

9. 5. Software Before: Airfare Authorization Expedia or Kayak
DuckWeb Travel
After:
Concur Request
Concur Travel
Concur Expense

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

11. 7. Approvers Before: Airfare Authorization Form approver
DuckWeb Travel Reimbursement Form approver
After:
Concur Request Approver 1 and 2
Concur Expense Approver 1 and 2
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.

12. 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.

13. Concur Demo
Its as easy as …
1. Request 2. Travel (booking) 3. Expense

14. To Do Delegates Approvers Default index Employee profiles
Visit Concur project site
Drop in training
Traveler training

15. That’s a Wrap Thanks for listening Any questions or suggestions ?
Laurie Jacoby
Brian Strait