What steps should departments take to prepare for Concur?

Tags Concur
  1. Review departmental processes: Familiarize yourself with Concur and update your departmental travel and purchasing card (p-card) processes to align with Concur.
  2. Assign department delegates: Identify and assign delegates responsible for managing travel and expense processes in Concur. Ensure travelers and p-card holders log in to Concur to set their delegates.
  3. Check PATH system roles: Review and confirm PATH role assignments for sub-department business coordinators within your L5 orgs. If changes are necessary, refer to the How do I update the Concur department approver in PATH? FAQ.
  4. Learn GSA rates and allowance calculations: Understand the General Services Administration (GSA) lodging and meal rates, and the 75% meal allowance for the first and last day of travel. See the meal reimbursement rate FAQ for more information.
  5. Manage non-employee and student expenses: Initially, handle expenses for non-employees and students with modified paper forms until they transition into Concur. Graduate assistants will be added to Concur as employees at launch.
  6. Note cutover dates: Users can access Concur starting August 8, 2024. Enter travel requests in Concur for travel on or after this date, with reimbursements following. P-card transactions after August 7 will be posted to Concur.
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Article ID: 3950
Created
Fri 6/21/24 3:20 PM
Modified
Fri 8/2/24 7:03 PM