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. Fill in the form. You would fill the user's name, their Employee # (if they have one, in certain circumstances they would: see VIP). Fill in their UMNetID, and their email, as well as their Faculty/Unit.
   4. Have the user sign the form and fill in the date and their place of employment.
   5. Under Faculty/Unit Authorization, type in the Managing Director's information and have them sign it.
   6. 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
• New Employee Checklist
• Registering Program Administrators for ICRE
• Resident Travel Guidelines
• University of Manitoba - Month End Financial Reconciliation