Efficient Procurement and Travel Services Discussion
Explore the streamlined procurement and travel services discussion featuring the Director of Procurement Services at John Sundt University. Discover the 3-way relationship between travel, payment card services, and more. Learn about the enhanced travel request and expense report streamline, along with valuable job aids for online assistance. Access key resources and contacts for purchasing and travel needs.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
Procurement Services Discussion (Concur UI Streamlines) John Sundt University Director of Procurement Services August 24th, 2022
3-Way Relationship Travel & Payment Card Services Anthony Travel (TMC) Accounts Payable Concur
Training and Resources | Travel Services (uconn.edu)
Travel Request Streamline - Reduces Tabs and individualized segment requirements - Allows sequential Expense Type Additions - No longer have to shift between tabs 5
Expense Report Streamline - Icons have been replaced with clear wording indicating the payment type - Alerts and will display at the top of the report instead of on each individual expense line. *Clicking on the Alert will take you right to the area that needs to be corrected. 6
Job Aids Online Job Aids Online The job aids below contain step by step walkthroughs with screenshots on how to proceed in the new UI. Linking an Approved Request: Please refer to page 5 Creating an Expense Report in the New UI How to Add Receipts: Please refer to page 16 Creating an Expense Report in the New UI How to Add Anticipated Expenses to a Request: Please refer to page 5 Creating a Request in the New UI How to Itemize Expenses: Please refer to page 10 Creating an Expense Report in the New UI How to Allocate Expenses: Please refer to page 12 Creating an Expense Report in the New UI How to Start an Expense Report From an Approved Request: Please refer to page 2 Creating an Expense Report in the New UI 7
Purchasing & Travel Websites Home | Purchasing Department (uconn.edu) Procurement Card Commodities Forms HuskyBuy Travel Assistance: travel@uconn.edu (primary contact email) Help Desk 860-486-2289 8
