Concur Travel & Expense

Information System Info
Information System:	Concur Travel & Expense
Path/URL:	https://umanitoba.ca/admin/financial_services/comptrollers/Concur_access.html
Main Contact:	Aurora finance helpdesk
WRHA / U of M Network:
Access Form:	No

The U of M's Travel and Expense tool and a part of Aurora Finance. Air travel, hotels and car rentals are made using this web based tool. Expenses are also submitted and approved using Concur.

Education Requirement

Online training only: https://umanitoba.ca/computing/renewal/aurora/finance/elearning/index.html

https://umanitoba.gosignmeup.com/public/Course/browse?courseid=42645

• Fill out the online Employee Training Record form, located following the link and ensure you click “submit”: http://umanitoba.ca/computing/renewal/aurora/finance/elearning/index.html#Concur_online

• SMW

Old style inline, don't mess with a working system

• Cargo

• Form

• Categories:

Setting up Concur Travel & Expense

CONCUR is a web based system.

• For all technical questions/concerns. Please contact the Concur help desk: 204-480-1001.

Getting access to Concur Travel & Expense

The Systems Analyst would fill out the forms. If this person is away, please following the following procedure:

1. University Employees
   1. Fill in the Aurora Finance Systems Access form. Sent it to Aurora_Finance@umanitoba.ca. Notes: One over one is always Managing Director; usually the person needs to Book Travel as well as claim it; the Managing Director always signs on the last page. If the Managing Director requires access, their one-over-one would be the Director of Finance or a Senior Financial Officer at the Dean's office.
2. Non U of M employees
   1. Make sure individual has a UMNetID, if they don't, please see Arrange for computer access at U of M.
   2. If the individual already has a UMNetID, please email the IST servicedesk [here] and ask them to add Aurora-INB access to the account. You would reference this number when you email Aurora Finance the form.
   3. BEFORE submitting the Aurora Finance Systems Request Form (see below), you must ensure the non-U of M employee has an employee #. Please see Obtaining a Pseudo U of M Employee Number.
   4. Fill in the form. You would fill the user's name, their Employee #. Fill in their UMNetID, and their email, as well as their Faculty/Unit.
   5. Have the user sign the form and fill in the date and their place of employment.
   6. Under Faculty/Unit Authorization, type in the Managing Director's information and have them sign it.
   7. Send the form to Aurora_Finance@umanitoba.ca, and give them the incident for the creation of the sponsored account-see Arrange for computer access at U of M.

Removing access to Concur Travel & Expense

1. The Systems Analyst fills out the form. If they are unavailable, please follow the following procedure:
   1. Access to Concur is cancelled by filling out the following Aurora Finance System Access Termination Request Form.
2. If the user is leaving the Department, please follow the instructions here: Terminating Computer Access at U of M.

Roles using this information system

(automatically populated from Role's pages, edit there to change)

• Managing Director
• Physician
• Physician Services Manager
• Program Administrator Manager
• Secretary

Processes

(automatically populated from call to Template:InfoSystem, edit whole page to change)

• Approval flow in Concur
• Fund Organization Account Program
• Registering Program Administrators for ICRE & CAIMPA
• Resident Travel Guidelines
• University of Manitoba - Month End Financial Reconciliation