Concur Travel & Expense

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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

  • SMW

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

  • Cargo


  • Form


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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)

Processes

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

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