Other than requiring theuse of Concur to request them, no, the policy is unchanged and cash advances still require a case of hardship. To see the travel vendors in Concur who are preferred by Cornell, look for those designated Preferred for Cornell University.. When you link a service such as Uber, Starbucks with Concur, your spending in these apps will feed into your expenses in Concur, creating an e-receipt. Travel arrangers can book travel on the card for the traveler because the card is associated with the travelers Concur account. Follow these steps if you are certain that you have been named a delegate by another user. A general announcement about the project was made to the Cornell community in September 2016 via email. 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. In Concur, click the Expense tab. Auto-download receipts and invoices from your mailbox. You can also see contact information in the Concur mobile app. Yes, you can. (Only users in units that have implemented Concur can log in at this time.). Provide an international travel registry solution. Am I going to be required to use the travel and meal card? 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). To enroll to receive your non-payroll payments by direct deposit, visit Accounts Payables Direct Deposit page. "FJ1K^F/0tOt#(bu@5 TTdRr\!MB;|{1L,Qxf*;=-!q'a#ZP4R]a `"VDa`rN3`0;wAed\X>kah"JF,XU3m)O)9F{1Hq$WdH(V/P(|+L|>4]nY7:%lc5O>Nw/;d&;Uh>]^MqllBfx' 3+D6J)%. stream In this example, the CU Corporate Card was used to purchase the Car Rental but the receipt was also added separately using the Concur mobile app. Has convenient mobile apps for booking travel, managing your itinerary, capturing receipts, and receiving travel alerts. Provide the travel and meal card information to the front desk to have the expenses for the stay to go into. Yes, Concur offers the same inventory as all other travel agencies and booking systems. When you take a photo of a receipt with your smartphone, ExpenseIt automatically creates and categorizes an expense entry using optical character recognition (OCR). No credit card is required. Enter a comment in the Comment to Approver section of the expense report explaining which expenses were paid for by someone else. They are available through the Apple App store for iPhone and iPad or Google Play for Android devices. <> For many, the convenience of streamlined booking, recording expenses, and reimbursement, as well as mobile apps to support them, will be incentives to choosing to use Concur over other options. How to Send a Receipt from Uber to Concur? For help setting up your Concur account, see Getting Started with Concur. Delegates who send receipts by email must include the travelers Cornell email address in the subject line, in the formatnetid@cornell.edu. You will also see receipts from Uber / Lyft if you have set up your Uber or Lyft app to send receipts to Concur. <>/ExtGState<>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Are there special rates on travel reservations for Cornell through CTP? Hotel information is pulled from Worldspan. How do I record an expense that was direct-billed and processed on an IWant doc? 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. If youre using the per diem method for meal reimbursement, use your personal funds for meals. How do I reduce my per diem if I do not want to receive the full amount? Make business travel easier than ever by connecting your Uber profile to SAP Concur. Allows streamlined, start-to-finish booking and expense integration and data flow, and streamlined computation of mileage and per diem. Concur, on the other hand, serves a variety of needs. The timing is dependent on when the merchant sends the transaction to the bank. Reduced burden at reimbursement time. Click Send Me a Push (or whatever method you normally use to authenticate). Heres how to send a receipt from Uber to Concur online. No manual data entry. lxgC 4=&\m3fT'-k:=@>8V;`:$$dAdYOJpob:dq g@~]A cOhGLx%m)kTfX7,3NH@:uO%{5D\TF(/H^ID{4P sOA]3A-a)lebD]4\,vzoq?F;Bsl*"-XnCY>7`yp74D%=tC?Ei!tMF);||q(Z. Reduce processing time, cost, and burden to the organization. When you receive an affidavit of fraud from the bank, sign and return it so that you get a credit for the charge. Here are some steps that will help create the most streamlined experience for your expense reporting in Concur: Your Cornell Travel and Meal Card transactions should show up in your Available Expenses in Concur in approximately 2-3 days, depending on when the vendor batches their credit card transactions and sends them to U.S. Bank. What happened? The first Travel Process Streamlining team recognized early in its discussions that many challenges with downstream travel reimbursement were the result of insufficient upstream travel-planning tools. I already have a TripIt account for my personal use; do I need to connect it to Concur? (j4ka*&deKWxuC4l@jSvGb;`):OE']GadW< ? Contact the travel agent, CTP. eJckyqoa-^* $$'`B79y([nfyWX|_2{IRg|] I5^-1[S@G xY[o6~7PhZ,Xdf Jvs(Rd%4|;{+?^:dXWJb{^*^go$R);9$dJY"U=yks*kX>:dIZa"( 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. Home Guides Uber Receipts How to Send a Receipt from Uber to Concur? (tW&jU(@=e]]7 p|Rp,^am}*vlE]V- Aw{R fdH3Wsh#(P()'s 0e's}{pUi?&];JY@TNsE8qfwTl9xptH h>_ Provide previously unavailable important data to the institution for metrics, analytics, and reporting. For help logging in to Concur, see How to Log in to Concur. In this example, the Payee will be reimbursed $110 for a business meal and Columbia will pay the $982.13 Corporate Card transaction for the rental car. !Szh@E{l3$Y;f%R(,t+.rgyX3.8b{joo`X42_*x9DN7y:C1Y4Cc& qCvu!8?+Rj;2nzUL )'4H6b}qpG#C8 Oelxlp@ hGV99xh>}O,Z#`<29,ZuTm&vIBzBxzQPb;" Also, seeExpenseIt Help TopicsandExpenseIt FAQ. Expenses such as conference registrations can be paid before your trip without requesting a check payment. How do I submit an itinerary to Concur if I have booked my travel outside of Concur? In most instances, Concur automatically identifies and matches the receipt to the Corporate Card transaction. What happens if I go over my per diem or put a non-reimbursable charge on my travel and meal card? If your travel is being charged to a sponsored funds account, the travel agent can help you navigate the associated requirements. Yes. 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.. The Concur Mobile App:Easily manage your travel and expenses with Concur direct from your smartphone. 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. Enter all or part of the name of the user for whom youre acting as a delegate. How do I create and submit an expense report? Yes, your expense delegate can create expense reports for you, but only the traveler can submit expense reports. You can choose your favorite airline and you can see all of Cornells preferred travel vendors (marked as Preferred by Cornell University). When your unit becomes part of the Concur rollout, you will be provided information by the people in your unit coordinating the rollout. E-receipts are electronic versions of receipts received in Concur. The card can be used to pay for locally hosted business meals. How do I enter a Default ChartString in my Concur Profile. Select the result you want from the list that populates. %PDF-1.7 495 0 obj <>/Filter/FlateDecode/ID[<9CF937C11D0DE545A8A72F590212FC11>]/Index[471 36]/Info 470 0 R/Length 114/Prev 639665/Root 472 0 R/Size 507/Type/XRef/W[1 3 1]>>stream ExpenseIt:A receipt capture app that works seamlessly with Concur Expense to quickly turn receipts into expense reports. I submitted my receipt to receipts@expenseit.com, but it didnt go into Concur. Tutorials and guides about creating and submitting expense reports are available on the Training and Guides page under Creating an Expense Report. If you add your Cornell Travel and Meal Cardas a payment method to an app, such asStarbucks, you will have to remember to switch to a personal payment method when using the app to pay for personal expenses. Apps such as Marriott, Lyft, Uber, and Starbucks can be connected by going to the App Center in Concur or from the Concur mobile app (tap the menu in the upper-left corner, and then tap Connect to Apps). In case f you dont have an account yet. For an overview, see the timeline under Project Status at: What were the process and criteria for selecting Concur? Only the traveler can do this. Negotiated contracts with vendors for discounted pricing and improved services using volume/usage data. 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. Will it be possible to get a cash advance from the travel and meal card? Book the hotel through Concur, and in the comment section of your reservation, put the conference rate and conference code (if there is one). Can I see the status of my expense report or reimbursement in Concur? After the system has been used and is considered stable, it will be made available to all groups in the four organizations from Phase 0 (DFA, CIT, ILR, and AA&D), as well as to the departments of Ecology & Evolutional Biology and Neurobiology & Behavior. Booking your travel through Concur or by calling Corporate Travel Planners will ensure that your itinerary is automatically added to Concur and TripIt Pro without your intervention. By what standards can improvements from Concur over the current system be evaluated? Who was involved in the selection process? For personal, non-reimbursable expenses, include it in your expense report but mark the expense as Personal/Non-reimbursable in the Expense Type field. After 60 days, you may destroy the documentation. Do I need to keep my original receipt if Ive already submitted it electronically? If a unit is in the current phase and has affiliations with people who are in units not in the current phase, are those affiliated people handled in Concur or not? If an individual in an approval role is not a current phase user, just-in-time training and job aids will be available. %%EOF 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. If your assistant is sending receipts to Concur on your behalf, the assistant must put your NetID email address in the subject line of theiremail, to tell Concur to which account it should post the receipt. All Cornell travelers must use the reimbursement (Expense) features of Concur. Are there going to be any changes to the policy around cash advances? If the use of the travel and meal card is not required,you still may want to consider the benefits the travel and meal card brings and weigh them against your personal card benefits.