Concur Travel User Guide

Transcription

1 Concur Travel User Guide 1

2 Table of Contents What is Concur?... 3 Concur Modules... 3 Logging on to Concur... 5 Exploring the Home Page... 6 Updating Your Travel Profile... 7 Personal Information... 7 Booking a Flight Booking a Car... 6 Booking a Hotel... 8 Creating an Expense Report Based on a Completed Trip

3 What is Concur? Concur is a web-based tool that fully integrates travel reservations and expense reporting data into one application. Concur allows for electronic processing of the following: P-Card Transactions Travel and Non-Travel Travel Reimbursements Miscellaneous Reimbursements Payments to Vendors International Travel Approvals Concur Modules Concur is made up of four modules: Request, Travel, Expense and Invoice. 3

4 Request Concur Request should be used to notify appropriate parties of international travel. For more information on Concur Request, please see concur.ua.edu/request. Travel Concur Travel should be used to reserve airfare, rental cars, and hotels through the University s travel management company (TMC). For more information on the Concur Booking Tool, please see concur.ua.edu/travel. Expense Concur Expense must be used by UA employees to reconcile P-Card charges and to request reimbursements for UA employees. Concur Expense includes the following policies: P-Card Non-Travel All P-Card Non-Travel expenses should be reconciled using the P-Card Non-Travel Policy. Travel, Entertainment, and Reimbursements The Travel, Entertainment, and Reimbursements Policy should be used by UA employees to request reimbursement for travel expenses and to reconcile any travel related P-Card transactions. Travel for UA guests or students paid for by a UA P-Card should be reconciled in Concur Expense. This policy should also be used for any entertainment and/or relocation related charges and for any other miscellaneous reimbursements to UA employees. For more information, please see concur.ua.edu/expense. Invoice Concur Invoice must be used to submit Payment Requests to reimburse non-ua individuals and to process payments to vendors. For more information, please see concur.ua.edu/invoice. 4

5 Logging on to Concur Users will access Concur through mybama by navigating to the Employee Tab and clicking on the Concur link. Users must complete the Concur Travel and Expense training available on UA Skillport. Your account will not be activated unless the required training has been completed. 5

6 Exploring the Home Page The home page contains the following sections. To return to the home page from any other page, click the Concur logo on the top left of the screen. Section Trip Search Alerts Company Notes My Trips My Tasks Description This section provides the tools you need to book a trip with any or all of these: Flight: Use to book a flight. You can also book hotel and reserve a car at the same time. Car, Hotel, or Rail: Use to book hotels, reserve rental cars, etc. if not including them while booking a flight (Flight tab). This section displays informational alerts about Travel features. Content is provided by Procurement Services. This section lists your upcoming trips. This section lists Required Approvals, Available Expenses, and Open Reports. 6

7 Updating Your Travel Profile Before you use Concur's travel application for the first time, you must update your Travel profile. This section walks you through updating your travel profile in order to reserve trips. The required actions are noted below in Red. Access To access the profile information: 1. Click Profile > Profile Settings. The Profile Options page appears. 2. The most common profile tasks are listed on the Profile Options page or you can use the menus on the left to select a setting to update. Personal Information Name You must verify that the first, middle, and last names shown are identical to those on the photo identification that you will be presenting at the airport. Update any fields that do not match your photo identification. Due to increased airport security, you may be turned away at the gate if the name on your identification does not match the name on your ticket. Company Information and Addresses You can also view your company information and input your work and home addresses. 7

8 Contact Information Telephone information is required so that agents can contact you or the traveler. You must input either a work or home phone number as well as a mobile phone. Address addresses should be updated and verified. When you verify your address, Concur can associate information forwarded from that address to your account. With your verified address, you can: Forward travel plans to plans@concur.com to have reservations added to your trips. Forward your receipt images to receipts@concur.com to have your receipts uploaded into your Available Receipts. Follow the below steps to verify your address: 1. Once you have saved an address, click the "Verify" link. 2. Check your for a verification message from Concur. 3. Copy the code from the message into the "Enter Code" box next to the address. 4. Click "OK" to submit the code and complete verification. Emergency Contact Enter any emergency contact information in this section. Travel Preferences In this section, you can update any discount travel rates, air travel preferences, hotel preferences, car rental preferences, and frequent-traveler or advantage programs. Frequent Traveler Programs To add a new program: 1. Click the Add a Program link to enter up to five memberships at a time. 2. Use the Radio buttons to select if this is an Air/Rail Carrier, Car Rental Company, or Hotel. 3. Select the appropriate vendor from the dropdown list, and enter the Frequent Traveler/Driver/Guest Number. Make sure that the information for the membership matches the name in your profile, including middle initial. 4. Enter programs exactly as they appear on your card, excluding spaces and dashes. Do not add any additional characters, or the carrier code. If you enter a program incorrectly, you will get a profile error from the reservation system. 5. Use the Search this Vendor check box to prioritize the search in Travel. Keep in mind that your travel policy will usually override your individual vendor preferences. 6. Continue adding your Frequent-Traveler Programs, as needed, and then click Save. Note if you enter a program incorrectly, you will get a profile error from the reservation system. TSA Secure Flight The Transportation Security Authority (TSA) requires the Concur booking tool to transmit information collected from you. Your gender and birth date are required fields. If not provided, you may be subject to additional screening or denied transport or authorization. 8

9 Assistants and Travel Arrangers You can choose an assistant/arranger to view and modify your profile or to book travel and trips on your behalf. Each traveler can have one primary assistant. Note your assistant must be an existing Travel user before you can add him or her to your profile. To add or change an assistant or travel arranger: 1. Click add an Assistant to search for your assistant's last name. 2. Select the desired assistant from the search results. 3. Select the check box(es) to allow them to book travel for you or assign them as your primary assistant for travel. 4. Click Save. If you are a travel arranger and you want to change the profile of one of your users: 1. Click Profile. 2. In the Acting as Other User field, type the first few letters of the user's name. 3. Select the desired user from the search results. 4. Click Apply. Credit Cards You can add or change the University P-Card that you would like to pay for your travel. You must have a credit card saved here in order to reserve travel. You may only add a University P-Card to Concur. You may not add a personal credit card. To add a new card: 1. Click Add a Credit Card. The Add a Credit Card window appears. Concur recommends that you set a credit card as the default for air, car, and hotel travel. This way, the system will not prompt you to choose a credit card. Make sure that the name on the credit card, the credit card number, the expiration date, and the billing address are all correct and current. 2. In the Add a Credit Card window, click Save. To edit card information: 1. Click the "pencil" icon for the desired card. The Edit Credit Card window appears. 2. Make the desired changes. 3. In the Edit Credit Card window, click Save. 4. Click Save. 9

10 Booking a Flight From the Concur Home page, use the Flight tab to book a flight by itself or with car rental and/or hotel reservations. To book car and hotel reservations without a flight, use the Hotel and Car Search tabs, respectively. NOTE: If your company is configured to use rail, then the Flight tab may show Air / Rail. Access You can access the Air / Rail doing the following: The Air / Rail page. tab or by On the Concur Home page: On the menu, click Travel. On the Concur Home page: On the menu, click Home OR On the Concur logo (whichever applies). tab is on the left side of the Step 1: Use the Air / Rail To start the search: tab 5. Select one of the following types of flight options: Round Trip One Way Multi-Segment (if available) 6. In the Departure City and Arrival City fields, enter the cities for your travel. When you enter a city, airport name, or airport code, Concur will automatically search for a match. NOTE: Use the Find an airport and Select multiple airports links as needed. 7. Click in the Departure and Return date fields, and then select the appropriate dates from the calendar. Use the remaining fields in this section to define the desired time range. 8. Click the arrow to the right of the time window to see a graphical display of nonstop flights available for the routing and date you have selected. This allows you to adjust your search criteria, if necessary, to see/reserve nonstop flights. 10

11 NOTES: The graphical display is based on flight schedule data. It will not show any rail options, nor can it take refundability or class of service preferences into account. Each green bar represents 30 minutes of time. Place your mouse pointer over a green bar to see all of the flights available for that time slot. If you change locations or dates, click refresh graph for more data. 9. If you need a car, click the Pick-up / Drop-off car at airport check box. If you need an off-airport car or have other special requests, you can skip this step and add a car later from your itinerary. 10. If you need a hotel, click the Find a Hotel check box. Additional fields appear. Choose to search near an airport, near an address, near a company location, or near a reference point / zip code (a city or neighborhood). If you are staying at more than one hotel during your trip or do not need a hotel for the entire length of your stay, you can skip this step and add a hotel later from your itinerary. NOTE: Before booking, canceling, or changing your hotel reservation, verify the hotel's cancellation policy. Hotel cancellation policies have recently become much stricter. Fees will likely apply. 11. For Search flights by, select either Price or Schedule. 12. If necessary, uncheck the Flight w/ no double connections check box. 13. Click Search. The flight search results appear. 1

12 Step 2: Select a flight On the Flight Search results page: If you selected Price on the previous page, then the Shop by Fares tab is initially active. If you selected Schedule on the previous page, then the Shop by Schedule tab is initially active. (Click either Shop by Fares or Shop by Schedule - whichever applies - for the appropriate help information). NOTE: The system will save the lowest cost airfare in the search results. For any flights with a price $150 greater than the lowest cost airfare, the system will display a warning icon next to the blue reserve button. If you select a flight with this warning icon, the system will log your selection and will require additional explanation regarding why the selection was necessary. 2

13 Step 3: Select a rental car If you requested a car on the Air/Rail tab Search, the rental car search results appear. For information about booking a rental car, see Booking a Car in this document. Step 4: Select a hotel If you requested a hotel on the Air/Rail tab Search, the hotel search results appear. For information about booking a hotel, see Booking a Hotel in this document. Step 5: Review the Travel Details page (itinerary) Review and change your itinerary, if necessary. 1. In the Trip Overview section: a. Review the information for accuracy. b. In the I want to section, print or as appropriate. c. In the Add to your Itinerary section, add a car, hotel, etc., as necessary. 2. In the Flight section: a. Verify the information for accuracy. b. Click Change Seat to select a different seat (depending on the airline). c. You may change your flight from the itinerary page. If so, click Change, and then follow the prompts to change your outbound or return flight. Travelers given the option to change a flight will be able to select a different date or time for the trip, but must stay on the same airline. This option will only be available if the trip has not yet begun. If already in progress, the traveler will need to contact CBT or the airline to make any necessary changes. NOTE: Changing a flight can result in fare changes. The system will display any change fees as well as any fare changes. Please ensure that the change is allowable under the UA Travel Policy prior to confirming the change. 3

14 d. Click Cancel all Air, if necessary. 3. Review the remaining sections as necessary, and make the appropriate changes. 4. Review the Total Estimated Cost section. 5. Click Next. The Trip Booking Information page appears. Step 6: Review the booking information Use the Trip Booking Information page to enter additional information about your trip. 1. Enter or modify your trip name. This is how the trip will appear on your itinerary and in the automated from Concur. 2. Enter a trip description. 3. Indicate if there is anyone else who should receive the initial confirmation . Enter as many recipients as needed. Separated by commas. 4

15 If you book the trip, you will automatically receive the . If you book as an arranger, you will also receive the Choose your preferred format, either plain text or HTML. 5. Click Next. Concur displays your itinerary on the Trip Confirmation page. This itinerary will include any messages about ticketing policies. Step 7: Purchase the ticket 1. Click Confirm Booking to send your request to the travel agents. The Finished! screen shows your confirmation number and information to contact the travel agent. 2. Click Return to Travel Center. 5

16 Booking a Car Step 1: Use the Car tab If you require a car but not airfare, request the car using the Car tab instead of the Air/Rail tab. To do so: 1. Enter your pick-up and drop-off dates and times. In the Pick-up car at section, select either: Airport Terminal and then type the city or the Airport code Off-Airport and then enter (or search for) the location 2. Select Return car to another location, if desired. Additional fields appear. Choose the desired location. 3. To see additional search preferences, click More Search Options. Select the Car Type. NOTE: Hold the Ctrl key to select more than one type. Select smoking or non-smoking. Select the preferred vendors. 4. Click Search. The rental car search results appear. Step 2: Filter the results (if desired) There are two sets of filters: one at the top of the page and one at the left side of the page. Left side of the page: Use the show and hide arrows as needed. In the Car booking options area, select other desired options. o o o Car program information: Select a different program, if available. To add a program, click the Add Car Mileage Program link. If you set up a P-Card as the default in your profile, the card appears. You can change to another P-Card if desired. In the Change Car Search area: o o o Change your pick-up and drop-off dates and times; change your pick-up location; change your drop-off location. Expand More Search Options to select car type, vendors, etc. Click Search. Travel displays the new results. In the Car Display Filters area, select the desired options. Matrix - Top right side of the page: Use the grid to filter the results. To see a particular size of car, click the cell with the car size. The search results below will reflect that choice. To see cars for a particular vendor, click the cell for that vendor. The search results 6

17 below will reflect that choice. To see cars of a particular size and a particular vendor, click the appropriate cell. The search results below will reflect that choice. Step 3: Sort the results (if desired) Below the matrix is the Sorted By list. Select the desired sort option. Step 4: Review the results Also: Review the price and options. Click the picture of the car (if available) to see a larger picture as well as passenger and luggage capacity. Click more info for more information about the available options. Step 5: Select the rental car 1. Click the blue reserve button with selected vehicle rate. Rental of up to an intermediate size vehicle is allowable under the UA Travel Policy. Larger vehicles may be allowable if there are three or more individuals traveling together, if the traveler is transporting a large amount of equipment, or if another valid business need exists. If renting larger than intermediate car classes, the system will display a warning icon next to 7

18 the blue reserve button. the system will log your selection and will require additional explanation regarding why the selection was necessary. 2. The Review and Reserve Car page appears: Review the details for accuracy. Select a program if desired. Select a method of payment, if necessary. 3. Click Reserve Car and Continue. 4. Then: If you requested the car using the Air/Rail tab and you elected to reserve a hotel room, Travel now displays those search result pages. If not, your Travel Details page (itinerary) appears and you can complete the booking. Booking a Hotel Step 1: Use the Hotel tab If you require a hotel but not airfare, use the Hotel tab. To do so: 1. Enter the check-in and check-out dates (or click each field and use the calendar). 2. Enter the search radius and choose either miles or kilometers. 3. Choose to search near an airport, near an address, near a company location, or near a reference point / zip code (a city or neighborhood). 4. If you will be using more than one hotel on your trip, select the Add Another Hotel check box. Additional fields appear. The Check-in Date field for the second hotel is automatically populated with the check-out date of the first hotel. Change as necessary. 5. Click Search. The hotel search results appear. Step 2: Change and filter your search (if desired) There is a filter set on the left side of the page. Use show and hide as needed. In the Change search area: o o Change your check-in and check-out dates; change your hotel location. Click Search. Travel displays the new results. Use the slider in the Price area to narrow your search. In the Hotel chain area, select the desired hotels. In the Hotel Amenities area, select the desired options. 8

19 Step 3: Review the hotel map (if desired) Review the hotel map. Click any green "balloon" to see specific hotel information. Click, zoom, and move the map as desired. Step 4: Sort the search results (if desired) Below the map, select from the Sorted By list to sort the results. Enter hotel names, if desired. Step 5: Review the results A picture as well as the name, address, rating stars, and price range appears. Click the picture to see more images. Click more info to see contact information, street address, cancellation policy, and information about the facility. Click choose room to see: The available rates Other amenities per room/rate Rate details and cancellation policy Step 6: Compare the results To compare hotels, click compare for the desired hotels. The selected hotels "float" to the top of the list for easy comparison. Click remove to move a hotel out of the comparison list. Step 7: Select the hotel room 1. Click Select. For all employee travel outside of the state of Alabama and all non-employee travel regardless of destination, UA will reimburse actual costs of lodging up to $250 per night before taxes. Conference rates in excess of $250 per night are allowable. If selecting a lodging rate in excess 9

20 of $250 per night before taxes, the system will log your selection and will require additional explanation regarding why the selection was necessary. 2. The Review and Reserve Hotel page appears. Navigate through the page and: Review or modify the room preferences. Verify or modify the guest and program information. Review the price information. Select or enter a P-Card as the form of payment. Note this card will be used for the hotel reservation. The traveler will still be required to pay upon arrival. Review the rate and cancellation information. 3. Select the I agree to the hotel s rate rules, restrictions, and cancellation policy check box. 4. Click Reserve Hotel and Continue. Your Travel Details page (itinerary) displays. Creating an Expense Report Based on a Completed Trip From the Upcoming Trips tab, you can create an Expense Report based on a trip. To create an expense report based on a completed trip: 1. On the Concur Home page, on the Quick Task Bar, click the New task, and then click Start a Report. OR On the menu, click Expense > Manage Expenses (on the sub-menu). Under Active Reports, click the Create New Report tile. 2. Complete all required fields (indicated with a red bar) and the optional field as directed. 3. Click Next. The expense report page appears. At this point you can add your out-of-pocket expenses and your company card transactions. Note the following - The Expense link appears when the actual expense is incurred: For hotel and car segments, the expense is actually incurred at check-out or when the car is returned, so the Expense link will not appear until the trip is completed (the last date of the trip). o For an air expense, the Expense link appears when the airfare has been paid for (generally well in advance of the actual trip) and ticketed. 10