FAST Monthly Lunch & Learn – Advanced Concur Topics

The FAST team hosts a series of short (30 – 45 minute) virtual presentations on topics of interest for financial administrators at all levels.

All sessions will be recorded and presented by FAST, and often in collaboration with other units. There is no registration required.

This session will be held on Wednesday, February 27th (12pm – 1pm) via MS Teams, and will explore Concur workflows.

Description:
This session will explore some advanced topics of interest related to Concur expense reports posed by end users.

Topics:

• Reconciling T&H card charges in Concur (continuation and clarifications)
• Submitting personal charges mistakenly charged to the University T&H card.
• Clarifications related to the Visitor process (i.e. creating FIORI profiles, who qualifies as a Visitor?)
• Troubleshooting tips and tricks (e.g., making bulk changes as a claimant and approver)
• Default tax code mapping
• Changing unique Commitment Items

Click here to download and save the MS Teams invite. To go directly to the presentation on February 27th, click here.

Have any ideas for topics we could cover? Take a few minutes to COMPLETE THIS SURVEY to submit your ideas for future topics.

If you have any questions, .