The following information may be helpful as you reconcile travel transactions within the Concur Travel & Expense System:
The PSC website contains information on procurement policies, procedures, and instructions, including:
The Travel Card is used by the cardholder to pay for most of his or her University travel-related expenses. It can also be used to pay for most non-employee University travel-related expenses. (It cannot be used to pay for another employee's travel.) Online training is required before the Travel Card can be issued. The Travel Card application is available on the PSC Forms page.
Travel arrangers can book travel through Concur - and expense delegates can help process travel and Procurement Card transactions - on behalf of others. One person can have both roles. There are step-by-step instructions for identifying travel arrangers and expense delegates.
And remember: You can tell whether you are an expense delegate, travel arranger, or both by how your home page appears once you select a name from your Delegate dropdown.
When creating an expense report, select the appropriate policy for the type of transactions. Use the Travel Reconciliation policy to process employee reimbursements (travel and non-travel) and Travel Card transactions.
Per diems (also known as fixed meals or travel allowances) are added to an expense report through an Itinerary. Also, Travel Card transactions for non-official function meals must be marked as Personal Travel Charges. Refer to the Step-by-Step Guide Adding Per Diem (Fixed Meal) Transactions for further information.
Detailed Step-by-Step Guides are available on the Concur Learning Resources page, specifically:
The Procurement Service Center (PSC) newsletter frequently provides information, tips, and tricks for CU Marketplace...and other procurement-related topics. Email email@example.com to join the User Alert list and begin receiving email notifications when a new edition is available. (Note: This will also sign you up for email notifications of Office of University Controller news on a regular basis.)