- COMING OCTOBER 15 TH ! Concur Travel & Expense Instructions for Pathology Faculty

Concur: Why? Automate and standardize manual travel and expense reporting Everything you do now by signature will be done by a mouse click Automate approval processes → faster reimbursement! Automate travel booking Information you enter once (frequent flyer numbers, contacts, etc) is stored for future trips Leverage entire UM travel purchasing to reduce costs  Cost savings to business travelers  Cost savings for personal travel for UM employees

Concur: How to use it Step 1: Set up your Expense Profile (one time) Step 2: Set up your Travel Profile (one time) Step 3: Enable eReceipts (one time) Step 4: Book your travel* Step 5: Travel Step 6: Prepare your Expense Report** Step 7: Submit your Expense Report *Can be done by your Travel Arranger **Will be done by your Expense Delegates: Liz Schuiling, Holly Eliot, Lynn McCain, or your grant administrator

Step 1: Set up your Expense Profile (one time) For instructions, link to: Select Modify a Concur Expense Profile Default shortcode: Use for CME. If most of your travel is on a grant, define that shortcode as your default. If you use many different shortcodes, do not define a default one. Expense Delegates (many): Liz Schuiling, Holly Eliot, Lynn McCain and your grant administrator. If you have a P-card, name your reconciler also. Click all boxes except “Can Approve Temporary”. Default Approver: Marty Lawlor

Step 2: Set up your Travel Profile (one time) For instructions, link to: Select Modify a Concur Travel Profile Enter all contact and travel information as prompted Travel Arranger(s) if you wish: Your Administrative Assistant and her back-up. Your Travel Arrangers will need to enter their own Profiles first.

Step 3: Enable eReceipts (one time) For instructions, link to: Select Enable eReceipts in Concur Click E-Receipt Activation, “I Accept”

Step 4: Book your travel* For instructions, link to: Select Book a Travel Reservation in Concur If you register in advance of the conference, you may turn in that receipt early for immediate reimbursement *Can be done by your Travel Arranger

Step 5: Traveling Collect conference flyer and receipts (plane, hotel, taxi, etc) Meals and incidentals are now per diem. Per diem rates are available at Receipts are not needed for individual meals, but are still needed for hosting events. If you host a meal for others while on a trip, keep receipt, list of attendees, and rationale for hosting event.

Step 6: Prepare Your Expense Report** Give receipts and conference flyer to Liz Schuiling if travel was on CME, or to your grant administrator if travel was on a grant If you hosted meals while traveling, give list of attendees and reason for event to Liz or your grant administrator Explain any exceptions to UM guidelines Travel reports must now be submitted within 45 days after your return, or no reimbursement will be allowed! **Will be prepared by your Expense Delegate: Liz Schuiling, Holly Eliot, Lynn McCain or your grant administrator

Step 7: Submit your Expense Report When you are notified by that an expense report prepared by your Expense Delegate is ready for submission, click on the link in the . For instructions, link to: Select : Submit a Concur Expense Report Prepared by your Delegate Your report will go to your Expense Approver After approval, you will receive reimbursement by direct deposit within a few weeks

Concur: It’s that easy! Questions?