Travel & Expense Training Resources

The University is implementing a new Travel and Expense system through Concur as of July 1, 2026. This system will be the platform for all PCard activity and employee reimbursements.  Below are resources to help CALES employees prepare for this change.  

CALES Orientation Info Sessions

Travel & Expense Transformation information sessions were held on 4/15/2026, 4/17/2026 and 4/22/2026. The informational slides and recording of the session are available for review: 

Orientation Training Slides

Orientation Info Session Recording - From 4/17/26 presentation
 

CALES How-To Guides

Understanding New University Cards - Guide to help determine which card to apply for

How To Apply for a University Card - step by step guide to apply for a new University Card

Assigning a Delegate - steps to assign a delegate to your Travel & Expense profile

Assigning Assistants and Travel Arrangers - an individual who can book travel on your behalf
 

CALES Travel & Expense Advisory Committee Members

Jonie Burge
Connie Callahan
Adela Carranza
Alexis Nasser
Nic Propp
Robin Stratton
Tammy Strom
Kristen Vann

Contact the CALES T&E Advisory Committee 

 


University Finance & Budget Office Resources

Travel and Expense Transformation Project webpage

Accessing and Downloading the Concur Mobile App

University Travel & Expense Transformation Project Trainings 

Summary of New University Card Types