To: Campus Unit Finance Leads, University Business Managers
From: Rebecca Spanos, Travel and Payment Card Services Manager
Please share this information with all Concur users in your Department/Unit.
Thank you to all employees who took the time to share feedback via the Concur Training Needs Assessment. In direct response to the feedback received, we are pleased to share upcoming training opportunities beginning Thursday, March 16 and running through Monday, June 26, which will be hosted via Zoom or GoToWebinar.
Please visit the Travel Services – Concur website under “NEW! Concur Needs Assessment Webinars” for complete listings and to register. If you are unable to attend, recordings of the trainings will be posted online once they are available.
Summaries of the new courses are as follows:
- How to Use the Travel Allowance Wizard – learn how to add meal per diems to your Expense Report via the Travel Allowance Wizard. Training will also highlight how to look up meal and lodging rates via the US General Services Administration (GSA), US Department of State, and Department of Defense websites as applicable.
- Creating and Submitting Expense Reports – learn how to create a new report, add expense to a report (including expenses paid out of pocket, expenses paid on a University payment card, and per diem), itemize expenses, and allocate expenses. Training will also highlight helpful tools to make the Expense Report process simpler such as the Concur Mobile app, enabling e-receipts, and using ExpenseIt.
- Booking Travel via Concur Travel – join World Travel’s Product Trainer, Tom DiVito, as he shows you how to navigate the Concur Travel booking tool. Tom will highlight how to book airfare, hotels, and car rentals online as well as highlighting how University policy drives functionality within the tool.