How To Add Company Card In Concur

Overview

This grooming guide walks you through accessing and updating your Agree Travel Contour. Before you use the Concur Travel booking tool for the first time, you MUST update your Travel Profile. The required fields will be notated in red in Concur.  Concur can be accessed through KU SSO by typing concur.ku.edu into the address bar of your net browser window.

Questions and Assistance

• For Concur Travel questions and assistance, please contact Travel Service at travel@ku.edu or the Fiscal Services help desk at concurhelpdesk@ku.edu.

Stride One:

Open the Profile Options page.

1. From the Concur Habitation Page select Profile > Profile Settings.
2. The Profile Options page appears.
3. You tin update specific sections of your profile from the individual links provided under the Contour Options heading or use the menus on the left to select a section to update.
4. To review/update your unabridged Profile select Personal Data.

The remaining STEPS walk through each department inside the Contour.

Step Two:

The first department of the Contour contains a Jump To: dropdown for quick access to the diverse sections inside the profile and your NAME.

1. Add your Championship.
2. Verify that the starting time, middle and last names shown are identical to those on the photograph identification that y'all will be presenting at the aerodrome.
   • If y'all have no centre name, cheque the "no middle name" box.
   • If a correction needs to be made please contact KU Financial Direction Systems (FMS) via email at fsku@ku.edu with the requested update.

Step Three:

The Company Data section contains:

• Employee ID - already populated for you
• Manager - optional field
• Employee Position/Title - leave blank

Step Four:

The Work Accost section contains:

• Visitor Name - already populated with University of Kansas
• Assigned Location - not required
• Accost - optional, but you can complete

Footstep Five:

The Dwelling house Address section contains:

• Dwelling house Address - not required, but helpful information for CTP if you lot request help to have missing bags shipped to your home.

Stride Six:

The Contact Data section contains:

• Phone Number -You are required to specify one phone number in either the Work or Abode Phone field. The number you provide will be the number an airline will effort to contact you at in the instance of an emergency.
  • Information technology is highly recommended that travelers enter their mobile number in the Work Phone field.

• Mobile Telephone - Please enter your Mobile Phone Country/Region and Mobile Telephone number, even if you entered it already in the Work Phone cell.

Stride Seven:

The Email Addresses section contains:

• Email Addresses - Your KU Email address should already be populated in this expanse. You volition need to Verify information technology. You can as well + Add an Electronic mail accost if you wish.

  • It is highly recommended that you add together the electronic mail address of your SSC support staff or department travel processor so they will e'er get a copy of your travel itineraries for documentation purposes.

By verifying your KU E-mail address, you are giving Concur the ability to associate information forwarded from that Email address, the Concur Mobile apps, or the apps of Concur partners (such as Uber, Parking Spot, etc.) to your Concord account.

1. On your KU e-mail accost, select Verify
2. Check your email for a verification message from Hold
3. Copy the code from the Electronic mail and paste into the Enter Code field next to the email address back on the Concur page email address department.
4. Select OK to submit the code and complete verification.

Note: With your verified email you can also forward receipt emails to receipts@concord.com to have the receipt uploaded directly into your Available Receipts in Concur.

You do non need to verify the SSC or travel processor email that you added.

Step Eight:

The Emergency Contact section contains:

• Emergency Contact - The individual you listing here will exist contacted in the event of an emergency if you cannot be reached.

Step Ix:

The Travel Preferences section contains:

• Eligible Discount Rate/Fare Classes - Past checking those that apply to you, the system volition include the applicable discount rates/fare classes. You must take a bill of fare to present for proof of eligibility if requested by vendor.

• Air, Hotel, and Car Rental Preferences - The organisation will automatically apply saved preferences to your bookings and reservations.
  • Notation: Adding preferences will limit your search results appropriately when booking travel. For case, if you lot choose Aisle nether Seat preference, your search results would not return whatsoever flights where an aisle seat is not available.

• Frequent Traveler Programs - Ane benefit with Concur is that you are still eligible to receive benefits and accrue your ain rewards points on your accounts with various air, hotel, and car travel vendors' rewards programs. Please ensure the proper noun on your reward program matches your photo ID every bit well as the name saved in Concord.
  1. Select [+] Add a Program
  2. Select the vendor and enter your rewards number or ID.
     • Can enter upward to five travel vendors at a time
  3. Select Salve.
  4. Repeat as needed.

• Unused Tickets and Southwest Ticket Credits - Credits for canceled flights that were booked in Concur are automatically saved and announced here for piece of cake tracking until applied to a hereafter ticket buy. Concur will email reminders when credits are near to expire as well as remind you of unused credits while booking.
  • NOTE: Southwest credits from canceled flights booked outside of Concur can be manually added here.

• TSA Secure Flight – contains TSA required and PreCheck data. Make certain these items friction match your ID.
  • Gender – prepopulated from Hr
  • Date of Nascence – prepopulated from HR
  • DHS Redress No – if applicative
  • TSA Pre-Cheque, Known Traveler Number, or Global Entry Laissez passer ID – if applicable

Step Ten:

The International Travel: Passports and Visa section contains:

• Passports and Visas - Deeply shop your passport and visa information. This volition permit Concur to automatically include the information in your international reservations. Alerts will prompt you when your passport or visa is about to expire.
  1. Select [+] Add a Passport or [+] Add a Visa
  2. Enter the information.

Step Eleven:

The Assistants and Travel Arrangers section contains:

• Assistants and Travel Arrangers - In this section, you may select other Hold-profiled KU employees that you would similar to give permission to perform travel functions for you lot such every bit booking travel, updating your travel profile, or view upcoming trips. You can accept multiple Arrangers, but only 1 Primary Assistant.
  • Annotation: If you bank check the "Turn down Self Assigning Assistants" box, a Concur ambassador in the FMS will non be able to proxy into your account and assist you lot with travel issues. It is strongly recommended that yous go out this box unchecked.

• To Add an Assistant/Travel Arranger:
  1. Select [+] Add together an Assistant
  2. Brainstorm entering your SSC or banana'south proper name in the Assistant field and select it from the list of choices that pops up.
  3. Bank check the box that applies
     • Can book travel for me = someone that can book travel on your behalf and view your trip itineraries in Hold.
     • Is my primary assistant for travel = same as Tin can book travel for me, merely also receives itinerary email confirmations when the traveler books travel for themselves.
  4. Select Save

Step Twelve:

The Credit Cards department contains:

• Credit Cards - In this section you will add and deeply store the card information used to purchase or reserve travel arrangements.

To add card:

1. Select Add a Credit Card
2. Fill up out the required fields noted with a ruby-red asterisk *
3. Your P-Bill of fare is typically the default card for all categories
4. Billing Address: For KU/KUCR P-Cards this is most likely your office address. It is recommended you log into your account via Commercial Menu Eye to make sure your billing address is accurate. Y'all can find the link for Online Business relationship Access and other P-Card related info on the P-Card General Information webpage.
   • When adding a Declining Balance P-Card the Billing address is:
     • 1246 W Campus Rd, Rm 7, Lawrence, KS 66045
5. Select Salve
   • Observe all but the final 4 digits of the saved card number are masked for security purposes.
   • Y'all tin Edit or Delete a credit card by selecting on the pencil or trashcan icon.

In that location are a few of import items of annotation pertaining to credit cards in Concord:

• For security and appropriate institutional compliance, travelers are not permitted to relieve a credit card assigned to another employee or a department carte du jour to their Concur profile.
  • SSC and Section P-cards may no longer be used for travel expenses, except for Guest Travel.

• With the implementation of Concord Travel, KU Employee Travelers need to utilize one of the post-obit cards to book travel:
  • A KU or KUCR issued P-Card in the traveler'southward name
  • A KU Declining Remainder P-Card issued in the traveler's name
  • A personal credit card

• Although it is not prohibited, it is highly recommended not to apply a personal card to pay for travel expenses. Out-of-pocket expenses must be entered manually to your expense reports, and reimbursement for these will be processed only after the conclusion of your trip. When you use a P-Card your expenses automatically feed into Concord and machine-matched with e-receipts, allowing your SSC or expense report processor to assign them to expense reports with ease.

• Employees can obtain a KU, KUCR or KU Declining Residue P-Bill of fare by completing the post-obit:
  1. Consummate P-Card application (Procurement Card Action Request & Application)
  2. Accept P-Carte application approved by advisable supervisor
  3. Consummate and Pass the P-Carte du jour Quiz. P-carte quizzes are administered on Blackboard.  The requestor volition be notified by email with directions for the quiz.

Pace Thirteen:

Yous should now exist to the bottom of the My Contour—Personal Information page.

1. Select the blue Save button at the bottom of the screen nether the Credit Cards department.
2. Make sure you see the Profile Saved message under the Contour dropdown.

Annotation: There are multiple places to Salve throughout your Contour page, this is to continue you from having to scroll through the entire page for those times when you are but updating one specific section.

How To Add Company Card In Concur,

Source: https://travel.ku.edu/accessing-and-updating-your-concur-profile

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