Company Billed Statements

Launch of the Concur New User Interface

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We are excited to announce that Concur Expense will be launching an updated User Interface (UI) soon that will make processing Requests and Expense Reports (including CBS (ProCard), Travel, and Non-travel Expense Reports) quicker and easier.  This new UI will Go Live to the entire UConn community on August 24th.

The new UI will include a cleaner and streamlined change of layout, which will offer a more intuitive and easier to navigate page.  We encourage everyone to visit the user welcome page in Concur for more details about these exciting upcoming improvements.

As well, please visit the “New” Job Aids under Training and Resources (labeled NEW UX) available at travel.uconn.edu including the latest instructional job aid titled Old vs. New UX.

As always, our Travel and Card Service Center is here to help if you need additional assistance.

Thank you and Safe Travels!

New Workflow in the Reconciliation of CBS (Procard) Reports

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After receiving feedback from various University stakeholders about increasing efficiencies, expediting administrative processes within Concur, and keeping in mind the mission of providing the best customer care services to the University community, we write to inform you of exciting changes coming to Company Bill Statement (CBS) Reports for ProCard reconciliation (which includes grant funded expenses) submitted through Concur, the University’s Travel & Expense management system. Continue reading →

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

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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.

Continue reading →