Training

Launch of the Concur New User Interface

Posted on by

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!

Concur Open Lab Sessions Now Available

Posted on by

In an effort to provide continued support to our faculty and staff we have added 30 minute open lab sessions via Microsoft Teams, geared towards providing one on one hands on support with Concur.

Whether you have just started using Concur or have been in the system since implementation, if you need assistance with Request, Online Travel Bookings or Expense, please sign up for of our Open Labs.

Click the link below to register for one of our open lab sessions available every other Wednesday from 9am -12pm (additional sessions will be added as we get closer to the dates of the sessions). If you believe you will need more than 30 minutes please sign up for two consecutive sessions. After signing up your will receive an email invitation for the Teams meeting.

Concur Open Labs Continue reading →

Additional Training Sessions – Concur Navigation and Profile Setup

Posted on by

Concur Navigation and Profile setup (1 Hr)

This instructor led session is recommended for UConn Faculty, Staff and Students to provide an overview of the Concur website and required/recommended Profile setup information for users.

Click one or more of the links below to register for the upcoming training sessions:

Concur Navigation and Profile Setup – Tuesday, January 25, 2022 1:30 pm

Concur Navigation and Profile Setup – Monday, April 4, 2022 1:30 pm

Travel Update: Increased Travel Cancellations Due to Covid19

Posted on by

We have recently seen an uptick in the number of people cancelling travel plans because conferences and meetings originally scheduled to be in-person events are being converted to online formats due to the increased concerns and risks related to the delta variant of Covid-19.

Travelers should consider these risks prior to making travel arrangements to prevent booking a non-refundable flight or hotel room that you may need to cancel.

We strongly recommend reaching out to the conference or meeting organizers prior to booking travel arrangements to inquire about the possibility of the conference being changed to a virtual event. Continue reading →

Concur Refresher Training

Posted on by

We are excited to announce refresher trainings sessions are now available monthly for Concur Request, Travel booking, Expense and Approvals.

The University is still under a travel suspension at this time, however, we are offering these sessions in preparation for when the travel suspension is lifted in the future. Continue reading →

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

Posted on by

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

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

Posted on by

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 →