It provides expense reimbursement but no support for travel planning or tools for the travelers convenience. Provides an associated corporate card that feeds expenses into expense reports and will not preclude. Negotiated contracts with vendors for discounted pricing and improved services using volume/usage data. No credit card is required. WellyBox is a leading expense tracker software used by over 5,000 small businesses. Your hotel receipt will be itemized automatically if you use any of these methods to submit the receipt: The email address youre sending the email from might not be verified in Concur. You may also use your card for locally hosted business meals. How do I know Im not open to identity theft using CTP? %PDF-1.5 After Concur completes the steps to make the system production-ready, a very small set of users from DFA, CIT, ILR, and AA&D will have initial access to the production system (Phase 0). Has convenient mobile apps for booking travel, managing your itinerary, capturing receipts, and receiving travel alerts. hb```f```X,3z8&-2sJL61f_|ye*N id=Q^o u%[[\c>tgx[|HIv]c\ah`bF!dyt0husTKc7CPCaWV=.mQ=m?A VH(82py However, you must reconcile these purchases in a Concur Expense Report. Auto-download receipts and invoices from your mailbox. Yes. The Report Library View displays Active Expense Reports and the Available Expenses list displays any transactions from the Columbia Air / Rail Central Pay, CU Corporate Card, or receipts that you photographed using the Concur mobile app (labeled Cash/Personal Credit Card.) Instead of going through all those steps, just connect to WellyBox. Log in to WellyBox. Concur will accept itineraries for trips booked outside of Concur: TripIt will create an itinerary for you based on your plans and the itinerary will appear in Concur under My Trips, in the Concur mobile app under Trips, and in the TripIt Pro mobile app. Follow these steps if you are certain that you have been named a delegate by another user. stream MrC/?V0Uant9^]9=ocY Y!|5(U;Zjb.W6z ~T If your travel is being charged to a sponsored funds account, the travel agent can help you navigate the associated requirements. endobj Home Guides Uber Receipts How to Send a Receipt from Uber to Concur? to, Go to the Expense tab in Concur and click, Go to the Expense tab and click on the expense report and click, Click the box to check Remember me for 24 hours.. eJckyqoa-^* $$'`B79y([nfyWX|_2{IRg|] I5^-1[S@G No manual data entry. How to find available expenses in Concur. CTP will work with the hotel to charge you the conference rate. To see how to do it automatically in 30 seconds, WellyBox Automatically Sends Your Uber Receipts to Concur. Before using Concur, you can apply for a new card to be issued. If you currently use the free TripIt app, you will be able to use the Pro version when you are enabled to use Concur for your Cornell business travel. Will it be possible to get a cash advance from the travel and meal card? The unit is responsible to retain all original documentation for 60 days after the expense report is approved, for all fund types. Once all Phase 1 organizations are live, aresearch studyis expected to take place to measure the impacts on the faculty of Concur versus our legacy ways of doing travel. Select the result you want from the list that populates. Select the name of the person from the list that appears. It can. xY[o6~7PhZ,Xdf Jvs(Rd%4|;{+?^:dXWJb{^*^go$R);9$dJY"U=yks*kX>:dIZa"( There will be a process in place to allow you to write a check to the university to cover costs over the per diem or that are otherwise not the universitys responsibility to pay. Heres how to send a receipt from Uber to Concur online. Questions about the Concur project may be sent to Dan Dwyer, project director. It depends. Can I spend money out of pocket on a business expense and get reimbursed for it? See the list of vendors currently partnering with Concur at https://www.concur.com/en-us/triplink-supplier-connections. Contact information for CTP is shared with Concur users on the Concur Travel tab under Company Notes (or on the Concur home dashboard under Company Notes, click Read more in the lower-right corner). In addition to its unsustainable nature, the system does not meet all of the needs of Cornells business travelers. Here are some steps that will help create the most streamlined experience for your expense reporting in Concur: Your Cornell Travel and Meal Card transactions should show up in your Available Expenses in Concur in approximately 2-3 days, depending on when the vendor batches their credit card transactions and sends them to U.S. Bank. What are the benefits of using the new university-liability card? Is using them an option? Yes, Concur offers the same inventory as all other travel agencies and booking systems. The timing is dependent on when the merchant sends the transaction to the bank. Why do I have to authenticate with two-step login twice when I try logging in to Concur? Upload the documentation to Concur from your web browser under the Expense tab. endobj Travelers can still earn points or miles when they connect their loyalty programs with Concur. I submitted my receipt to receipts@expenseit.com, but it didnt go into Concur. When the report is returned to you, a comment on the report will explain why its being returned. Yes, you can. Request an email receipt and forward it to, In the Assistants and Travel Arrangers section of your profile, click. 2 0 obj You use another payment method connected to Concur and that hotel is a, You send the receipt (email version or scanned copy or photo) to. How do I reduce my per diem if I do not want to receive the full amount? Create the expense report as if it were your own report. Other than requiring theuse of Concur to request them, no, the policy is unchanged and cash advances still require a case of hardship. From your dashboard, Click on Sync on the left side bar. TripIt Pro:Connect to the worlds highest-rated travel organizing app to access all your plans in one place, and stay one step ahead while traveling. When you call to activate your new travel and meal card, toward the end of the recording, you will be alerted to the fact that you have a $6,000 credit limit on your card. You can also upload it to Concur on your PC. Tap Trips and then Travel Agency Info. I accidentally put a personal expense on the travel and meal card; what do I do? If Im owed a reimbursement amount, how long will it take to receive it? Open the Concur app and click Connect to begin the process to link accounts. They can help you get lower airfare for your trip, provide phone assistance while youre traveling, and help you make complex group-travel reservations. Contact the travel agency, Corporate Travel Planners (CTP). The Cornell Club has been notified about the rollout of Concur and the new travel and meal card at Cornell. Use the payment method that works best under the circumstances. In the Additional Information or Comment to Approver field on the expense type, include the name of the individual who incurred the expense on your behalf. This limit refers to the amount that Cornell has set up under the retail spend category, for any unusual charges that may appear to come from a vendor that are not specifically travel-related. AdDFKI\(01]p)X endobj Reduce turnaround time and the administrative burden of travel planning and reimbursement. For help setting up your Concur account, see Getting Started with Concur. You will not be required to assume more work. You will also see receipts from Uber / Lyft if you have set up your Uber or Lyft app to send receipts to Concur. 3. Your unit might require that you use the Cornell Travel and Meal Card for all purchases other than meals, however, so check with your local administrative office or service center. The exact form these will take is still being considered to provide useful information in the least disruptive way. Hotels.com has the largest global hotel inventory. Select the Check Box for the Expense Item you want to add to an Expense Report. When booking outside of Concur, you can email your itineraries (email confirmations for flights, hotels, etc.) Only on an exception basis and only if there is a compelling business reason. All Cornell travelers must use the reimbursement (Expense) features of Concur. Click Send Me a Push (or whatever method you normally use to authenticate). For more information, see Connecting Other Mobile Apps. E-receipts are electronic versions of receipts received in Concur. If youplan to submit a receipt from any email address other than your Cornell NetID email address (netid@cornell.edu), make sure youve added that alternate address to Concur. Concur, on the other hand, serves a variety of needs. % Yes, you or your delegate can see the status of your expense report in a couple of ways: Concurs App Center allows travelers to link their favorite apps and services to Concur. Check payments could take up to 10 days. If you use the Cornell Travel and Meal Card to pay for meals for which youre receiving per diem, you may end up having to pay Cornell for any amounts you spent over the per diem. Yes, you can. For more information about the office, see:http://financialinitiatives.cornell.edu/about/. Can I book international travel in Concur? Instructions will be provided. If your (and your delegates) email address has been verified in the Concur system, the receipt will be added to the travelers Available Expenses. What if I can book a conference hotel at a better rate than what is offered through Concur? It depends on whether you are enrolled in direct deposit for non-payroll payments. The first Travel Process Streamlining team recognized early in its discussions that many challenges with downstream travel reimbursement were the result of insufficient upstream travel-planning tools. G1V&C's?o_OOC#bCRfCmI@@9Y0 K@85zkxiQ3V3!,$X6^w$XZ"ge|A!0p'6wMXJ0m+/X\45M!UFtzxe.>QQkI-a6}? 2 0 obj While using the new card is not required unless your unit designates it so, there are several advantages to doing so: Travel and meal cards will be made available in parallel with the Concur rollout. Yes, you can. This is the manual way to send your Uber receipt to Concur.To see how to do it automatically in 30 seconds, click here. When will the new travel and meal card be available? %PDF-1.6 % It automatically collects your digital receipts and invoices from your email inbox and from web portals (including Uber), and enter the receipts to your accounting tools automatically. How is news about the Concur project and rollout conveyed to faculty and staff? My expense report was rejected. WellyBox automatically collects your receipts directly from your Uber account (and 1000+ online portals) and from your mailbox, and enter them into your accounting solution, SAP Concur included. We anticipate the implementation of a university-liability/corporate-pay card will decrease the need for cash advances. Yes, your expense delegate can create expense reports for you, but only the traveler can submit expense reports. In practice, most people will tend to switch over to their personal credit card when this is the case, but there will be options available when that doesnt happen. hbbd```b``.+d:d""5`}LOe30D\@c6-Vo6ADj@Li F >AW The Request for Proposal evaluation process was initiated by the Financial Initiatives office as the result of a Process Streamlining project. Can I split an expense among different funds? How long does it take travel and meal card expenses to appear in Concur? The feed from U.S. Bank will come into the system daily, and there will be a lot of timely visibility into travel card purchases. Implement e-invoicing to reduce manual data entry by faculty and staff members. Corporate Card and Air / Rail Central Pay transactions typically take 48 to 72 hours to appear in Available Expenses. In most instances, Concur automatically identifies and matches the receipt to the Corporate Card transaction. Dates are TBD. Enter a comment in the Comment to Approver section of the expense report explaining which expenses were paid for by someone else. Do I need to keep my original receipt if Ive already submitted it electronically? Concur ultimately houses the information, not CTP. CTP does not use anything outside the Worldspan GDS; but if you see a lower price, contact CTP to inquire about matching the rates. PBFb2q1@ u&fY Both CTP and Concur are compliant with Payment Card Industry (PCI) Data Security Standards set forth by the Visa-MasterCard association. Reduce travel costs by increasing the use of university contracted travel-related suppliers. W#x>iNipnezSlf>3x~l|]7:~`rSgAff/!vU*zkB$xf/uP-w!YFv(3i.:8 Email your plans (email confirmations for flights, hotels, etc.) The travel and meal card may be used for travel-related expenses such as airfare, hotel, meals (when using the receipt method of reimbursement), registration fees, and incidental supply needs that might arise during travel. Concur also allows you to earn points or miles if you add your account numbers to your Concur profile under Frequent-Traveler Programs. Can I see the status of my expense report or reimbursement in Concur? After you complete your Expense, click Submit Report and Accept & Continue. For information and instructions see Direct Deposit for Reimbursements on the Division of Financial Affairs website. Cornell University2022University PrivacyWeb Accessibility Assistance. What do I do? Travel arrangers can book travel on the card for the traveler because the card is associated with the travelers Concur account. Provide the travel and meal card information to the front desk to have the expenses for the stay to go into. Can I have someone else book my travel in Concur as I do now, with the current process? How do I edit the ChartString in my Expense Report? 3 0 obj You use the Cornell Travel and Meal Card to pay for your hotel. Credit card information is suppressed so that agents cannot see your information. When your unit becomes part of the Concur rollout, you will be provided information by the people in your unit coordinating the rollout. It integrates with third-party travel vendors, and it allows the flexibility of booking through other options if travelers so choose. The system can be set up to provide cautions in the booking process when there is a related policy or compliance issue, or something the traveler should be aware of. to plans@tripit.com, and TripIt will create an itinerary for you that will also appear in Concur. There are advantages to using the travel agent associated with Concur, Corporate Travel Planners (CTP). <>>> Where does CTPs inventory of hotels come from? Concurs travel booking features with built-in business rules, accompanying mobile apps, and e-receipts offer many conveniences that may make traveling and getting reimbursed easier. If you have trouble finding what you need, contact the travel agent. The travel and meal card is not intended for use for non-travel related goods and services. For lost receipts, you must complete a Missing Receipt Affidavit. Is their server secure? Implement new tools and features to improve travelers service and experience. What does this mean? Review the report and resubmit it when youre satisfied that its correct. When you purchase air or rail tickets using the Columbia Air / Rail Central Pay mechanism through Concur Travel, or if you make purchases using the Travel and Expense Corporate Card, you do not incur any out of pocket expenditures. The best practice is to itemize them, but you might not have to do it manually. No, but CTP has over 80,000 negotiated discount rates with hotels and will obtain the alternate rates if necessary, and they usually can match the rates. How do I submit an itinerary to Concur if I have booked my travel outside of Concur? What do I do if my travel and meal card is lost or stolen? All of your Uber receiptswill be linked to your Concur account through WellyBox. This is a temporary issue related to a dual layer of security in place to limit access only to Cornell employees in Phase 1 of the rollout. Will there be restrictions on getting cards? Access the App Center tab in Concur after you log in or from the Concur mobile app (tap the menu in the upper-left corner, and then tap Connect to Apps). <>/Metadata 33 0 R/ViewerPreferences 34 0 R>> Choose your email provider and follow the instructions: In order to fetch your email receipts, WellyBox requires View access to your inbox. The Core Leadership Teams (CLT) recommendation to implement Concur was reviewed and approved by the IT Governance Council (ITGC) in early April 2016. Demonstrations included travel scenarios that were developed with the help of several representatives from the Cornell community, including faculty,travelers, traveler arrangers, etc. Cornell University faculty and staff members are eligible to apply for a travel and meal card if the applicant has not previously incurred a write-off (i.e., reached 180 days past due) on a personal liability corporate travel card and if their position at the university requires any of the following: There is a spending limit, but it is large enough that travelers can pay for multiple reservations or trips with the card without the likelihood of exceeding it. To connect Concur to Uber simply: Log in to your Uber account and agree to connect accounts. Yes. !Szh@E{l3$Y;f%R(,t+.rgyX3.8b{joo`X42_*x9DN7y:C1Y4Cc& qCvu!8?+Rj;2nzUL )'4H6b}qpG#C8 Oelxlp@ hGV99xh>}O,Z#`<29,ZuTm&vIBzBxzQPb;" Share, print, save and sync your documents with accounting apps. Pay for your stay on the Cornell Travel and Meal Card. They conveniently appear in the Available Expenses section for you to select and add to an Expense Report. I already have a TripIt account for my personal use; do I need to connect it to Concur? Who was involved in the selection process? Yes! When you connect your existing free TripIt subscription to Concur, your subscription will be upgraded to the Pro version, and you will be able to receive additional alerts and features. Anyone who uses Concur Travel to purchase Air or Rail, uses the Travel and Expense Corporate Card, or uses the Concur mobile app to capture receipts. If an individual in an approval role is not a current phase user, just-in-time training and job aids will be available. Expenses from the corporate card feed into Concur and can be attached to your expense report. 5. If I use my own credit card and use one of the Concur partners such as Marriott, will my expenses and stay information be fed to Concur? In the current stage, direct communications via email and in-person presentations are confined to units involved with implementation. Will I be able to access reservations with all airlines, rental cars, and hotels? Hotel information is pulled from Worldspan. endstream endobj startxref If youre just having a meal with no stay, use your travel and meal card. If ultimately you decide that youd still rather use your own credit card, you can, and some ofConcurs appscan make that easier, too. % No, you do not have to use a mobile app. For more information, see Connecting Other Mobile Apps. To enroll to receive your non-payroll payments by direct deposit, visit Accounts Payables Direct Deposit page. Insurance for travel accident and lost luggage is included. In some cases, you may need to select both items and click the Combine Expenses button. Yes, any expense can be allocated by percentage or dollar amount to a different account than what you entered in the Report Header. The Concur Mobile App:Easily manage your travel and expenses with Concur direct from your smartphone. Finally, when you submit an Expense Report, a Report Total window appears to show you what the University pays to the Air / Rail Central Pay, Corporate Card, and to you. A general announcement about the project was made to the Cornell community in September 2016 via email. E-receipts can be received in Concur in several ways: You can add expense receipts (photos, email receipts, scanned copies) to Concur in a couple of ways: The receipt will appear in your Available Expenses in the Expense module, and from there, you can attach the receipt to your expense report. Check all of the appropriate boxes to give them appropriate permissions. These rates are available in Concur and through CTP. Select the users name from the drop-down list. <> <>/ExtGState<>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Send an email to concur-support@cornell.edu. By what standards can improvements from Concur over the current system be evaluated?
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