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.

 

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

 

Non-Travel Training Materials:

 

How to: New Card Request in Concur

How to: Navigating in Concur:

How to: Mobile

How To: Approvers

How to: Expense Reports

     

    Travel Training Materials:

     

    How to: New Card Request in Concur

    How to: Navigating in Concur:

    How to: Mobile

    How to: Booking Travel

    How To: Approvers

    How to: Expense Reports

        How to: Reimbursement