BU OneCard Training

Boston University’s Travel and Purchasing Card programs will transition to a newly combined BU OneCard” product in mid-July. Issued by U.S. Bank, the BU OneCard consolidates both card programs into a single credit card with three profile types: Purchasing, Travel, or Purchasing + Travel (combined).

As part of this transition, we will launch a new module called Concur Request, whereby card administrators will be able to provision new cards, change credits limits, authorize one-time purchases, and issue cash advances.  Additionally, a Pre-Trip Approval process will be enabled to streamline permissions for travel and policy exceptions, all within the user’s Concur profile.

The training materials below provide guidance on new and existing processes for expensing, reconciliation, and card management in Concur.  Please refer to the BU OneCard Policy and the  BU OneCard FAQ for additional information.

 

How to Determine Expense Report Type (Travel vs Non-Travel) in Concur

 

Non-Travel Training Materials:

 

How to Create a New Card Request in Concur

How to Navigate in Concur:

How to use the Concur Mobile Application

How To Approve Expense Reports

How to Expense in Concur

    How to Approve a Request in Concur

    How to Register for Direct Deposit for a Reimbursement

     

    Travel Training Materials:

     

    How to Create a New Card Request in Concur

    How to Navigate in Concur:

    How to use the Concur Mobile Application

    How to Book Travel

    How To Approve Expense Reports

    How to Expense in Concur

        How to Approve a Request in Concur

        How to Register for Direct Deposit for a Reimbursement