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.

 

Non-Travel Training Materials:

 

How to: Navigating in Concur:

How To: Approvers

How to: Expense Reports

How to: Mobile

 

Travel Training Materials:

How to: Navigating in Concur:

    How To: Approvers

    How to: Expense Reports

    How to: Booking

    How to: Reimbursement