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 Access Concur from BUWorks
- How to Adjust Concur Emails
- How to Find the Report Key
- How to Find Reports Sent for Payment
- How to Assign Expense Delegates
- How to Act as an Expense or Approval Delegate
- Checking the Status of Your Expense Report
How To: Approvers
- How to approve a Non-Travel Expense Report
- How to Find and Track an Approved Report
- Understanding Non-Travel Approval Flow
How to: Expense Reports
- How to Create a Non-Travel Expense Report
- How to Reconcile Fraudulent Charges and Handle Refunds in Concur
- How to Add Card Charges to a Report
- How to Itemize an Expense
- How to Allocate a Report in Concur
How to: Mobile
Travel Training Materials:
How to: Navigating in Concur:
- How to Access Concur from BUWorks
- How to Adjust Concur Emails
- How to Find the Report Key
- How to Find Reports Sent for Payment
- How to Assign Expense Delegates and Travel Arrangers
- How to Act as an Expense or Approval Delegate
- Checking the Status of Your Expense Report
How To: Approvers
- How to Approve a Travel Expense Report
- How to Find and Track an Approved Report
- Understanding Travel Approval Flow
How to: Expense Reports
- How to Create a Travel Expense Report
- How to Reconcile Fraudulent Charges and Handle Refunds in Concur
- How to Add Card Charges to a Report
- How to Itemize an Expense
- How to Allocate a Report in Concur
- Card Transactions vs Reservations
How to: Booking
How to: Reimbursement