Travel and Expense Challenge Delivers New Concur Enhancements

Finance and Operations is constant to streamline the University’s journey and expense course of, making preapproval, reserving, expensing and reimbursement easier and extra constant.

Earlier this yr, college and employees shared suggestions by discovery workshops and a campuswide survey, serving to venture groups establish the place the method works, the place it creates delays and what modifications would make the best affect.

As a outcome, a number of enhancements at the moment are stay in Concur Expense.

What’s new in Concur Expense

• Request Assistant for Travel Requests
  A new Request Assistant device makes use of AI to assist estimate bills when making a Travel Request will go stay on Monday, Jan. 26. Estimates may be adjusted as wanted. A fast reference card is on the market on the Travel Services web site. You can discover extra info within the December Concur Support Webinar recording.
• Email notifications up to date
  Email notifications have been up to date so approver feedback seem increased within the message, making it simpler to see what wants consideration.
• Approver and delegate edits expanded
  Approvers and delegates can now make non-monetary modifications to Travel Requests and Expense Reports, decreasing the necessity to return objects to vacationers for minor corrections.
• Business justification fields added
  New required enterprise justification fields have been added to the Travel Request and Expense Report headers, in addition to to Ground Transportation and Food and Beverage expense varieties. These fields seize extra details about enterprise functions and may cut back follow-up questions from approvers and the Travel Team.
• Audit rule messages clarified
  Audit rule messages have been up to date to supply clearer steering when an expense wants consideration, serving to customers resolve points extra shortly.
• New worker web site updates
  Information concerning Travel Services has been added to the New Employee website, together with a hyperlink to the Introduction to Travel at UNC informational video.

What’s subsequent

Separately, SAP Concur will start rolling out a refreshed residence web page on Jan. 21 with new call-to-action tiles to assist customers begin widespread duties extra shortly. The replace could take a number of days to look for all customers.

Additional enhancements are anticipated within the coming weeks, together with an up to date, one-page journey guidelines, implementation of an AI chatbot, and a consolidated Travel and Expense Policy.

Thank you to the college and employees who offered suggestions all through this course of. This work will proceed, and we welcome your enter as we make extra refinements to Concur and the journey and expense course of.

For questions concerning these new modifications, contact the Travel Team (or the Concur Help Desk).