Author: Procurement

Concur Training Sessions Available for CBS (Pro-Card) and Expense-Additional CBS Approver Sessions Now Available

In an effort to provide ongoing support to our Faculty, Staff and Students we have scheduled monthly Concur training sessions. We encourage you to take the opportunity to get a refresher or learn more about the system.

Based on your feedback we have additional sessions now available for CBS Approver training.

Click the links below to register for one or more training sessions based on your preference.

We have three types of trainings scheduled each month (each session is 1 hour long):

Company Billed Statements (CBS) APPROVER Information Session and Demo – This session is recommended for Fiscal Officers, PI’s and other Special approvers of Company Billed Statement (Pro-Card) Reports and will go over how to approve Company Billed Statement Reports in Concur.

CBS Approver –  Thursday, February 18th at 1:00 pm

CBS Approver – Wednesday, March 24th at 10:00 am

CBS Approver – Tuesday, April 6th at 1:00 pm

CBS Approver – Monday, May 10th at 10:00 am

CBS Approver – Wednesday, June 9th at 10:00 am

Company Billed Statements (CBS) Information Session and Demo – This session is recommended for UConn Pro-Card holders and their Preparer delegates and will go over the Pro-Card reconciliation process in Concur. 

CBS – Tuesday, January 19th at 11:00 am

CBS – Monday, February 8th at 1:00 pm

CBS – Thursday, March 18th at 11:00 am

CBS – Wednesday, April 14th at 1:00 pm

CBS – Tuesday, May 4th at 11:00 am

CBS – Monday, June 4th at 1:00 pm

Personal Car Mileage and Non-Travel Expense reports – This session is recommended for UConn Faculty, Staff and students seeking reimbursement for UConn Business related expenses such as Personal Car mileage, Non-Travel expenses (such as virtual Conference registration fees) and out of pocket reimbursements in Concur.

Expense – Thursday, January 21st at 1:00 pm

Expense – Wednesday, February 10th at 11:00 am

Expense – Tuesday, March 16th at 1:00 pm

Expense – Monday, April 12th at 1:00 pm

Expense – Thursday, May 6th at 1:00 pm

Expense – Wednesday, June 16th at 11:00 am

As always, training documentation, videos, recordings of previous live training sessions, FAQs and other resources are available at https://travel.uconn.edu/training-and-resources/. If you have any questions, concerns or feedback please contact the UConn Travel Team at travel@uconn.edu

Updates to the SAP Concur Mobile App

As a part of our organization’s effort to continue to improve user experience and security, and in alignment with SAP Concur solutions, there are some recent changes to the sign-in experience for the SAP Concur mobile app. You might use the app to submit expenses, capture receipts, book travel, and perform other tasks at home or on the go.

 

The next time you update the SAP Concur mobile app you will see:

  • An improved sign-in experience, guiding you through your options in two steps
  • No more option to sign in using your mobile PIN, if you have set one up
  • Biometric sign-in options (like fingerprint or face recognition) for Android devices as well as iOS devices, where supported.

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IMPORTANT: Changes to the Reconciliation Process for Pro-Card Transactions

As of Monday, October 26, 2020, Pro-card transactions will be reconciled in Concur as Company Billed Statement Reports.

Starting with the November 2020 statement (October 24th through November 23rd), Pro-Card transactions will be fed directly into Concur, building a Company Billed Statement report instead of creating a procurement card document (PCDO) in KFS.

The new workflow in Concur will be as follows:

  1. Pro-Card transactions will feed into Concur on a daily basis, on a Company Billed Statement Report.
  2. Pro-Card holder, or Preparer delegate, will be responsible for reconciling these transactions on the Company Billed Statement Report in Concur (i.e., assigning KFS account number, attaching receipts, etc.). This reconciliation can occur at any time during the statement period, but must be completed by the 15th of the month following the statement period.

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New Travel Management Company

University of Connecticut has engaged Anthony Travel as our new full-service travel management provider beginning Thursday, October 1. Anthony Travel is a national leader in university & athletic travel management. They currently serve over 80 institutions of higher education. We are eager to extend their core values and exceptional customer service standards to UConn faculty and staff members. Continue reading

FAQ for AAUP/OVPR Faculty Travel Funding Program Travel and Payment

Q: Is the AAUP/OVPR Faculty Travel Funding Program open during the travel ban?

A: Yes. Requests for virtual or in-state activities may be submitted now. Requests for out-of-state conferences and professional development programs should wait until after travel restrictions have been lifted.

See entire AAUP/OVPR Faculty Travel Funding Program Travel and Payment FAQ

Concur Go-Live

We are excited to announce the official University go-live of the Concur Travel and Expense system.

As of April 22, 2020, all employees (including graduate assistants, graduate interns, and post-docs) should utilize Concur and Key Travel to book, request, and expense travel.  There is a detailed overview of this transition (cutover plan), including how you should handle travel that began before 4/22, the requirements for pre-approval for travel booked prior to 4/22, and how to utilize your Unused Ticket Credits with Sanditz.

If you have not yet applied for a University Travel Card, it is recommended that you do so as it will contribute to a more seamless travel experience.  To obtain a Travel Card you must complete the required training and then submit an application for approval.  Once the application is approved, it will take 7 – 10 business days for you to receive the card.  Because faculty and staff are working remotely due to COVID-19, Travel Cards will be mailed to the home address you provide on your application. Continue reading

COVID-19 Travel Update

Governor Lamont sent executive branch agency heads a directive designed to help prevent and delay COVID-19 in Connecticut, including freezing employee travel on state business.

University-Sponsored Travel Outside of Connecticut is Suspended: Though not an executive branch agency, UConn wishes to act in keeping with the governor’s goals. Effective immediately, all domestic and international, university-sponsored travel outside of the state by faculty and staff is suspended until further notice. Any exception needs to be approved by university leadership. Continue reading

Urgent Update for International Travelers

As you may be aware, there is an ongoing outbreak of a respiratory illness commonly named the coronavirus – COVID-19.  This development is rapidly evolving. As such, travelers are urged to closely monitor Travel.state.gov and CDC.gov for important information.

Travelers are reminded to complete the travel waiver for travel to countries/regions which have been listed as level 3 or 4 by the U. S. Department of State.

UPDATE: Concur Pilot for Feb. 18, 2020

We are writing to provide an update regarding the University SAP Concur implementation.

The SAP Concur project is a collaborative UConn initiative to implement a best-in-class, cloud-based Travel and Expense management service for the university.  There are currently over 2,600 employees participating in the pilot phase of this project.  There has been strong feedback during this phase that complexity in the environment has, at times, made it difficult to make best use of the service.

Based on this feedback, the first phase of the project will not go-live on its previously scheduled date of March 10, 2020.  The project will, instead, assess the environment to streamline elements of the workflow and to simplify customer interaction.  In the coming weeks you will hear more details about the project, including updated timelines and rollouts.

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