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 University Card activity and employee reimbursements.  Below are resources to help CALES employees prepare for this change.  

CALES Travel & Expense Office Hours

These sessions will occur every Tuesday (10am - 11am) and Thursday (1pm - 2pm). The sessions will contain such topics ranging from beginning login details through the approval process of expenditures. The sessions will cover navigating Travel, Non-Travel and University card expense reports to include reconciliation of card activity. The sessions are structured to include a presentation or ‘live’ demo for the first half hour and an open discussion for questions and discussion on best practice for the second half of the session.

June Sessions:


Travel & Expense Training Videos

These videos were hosted and recorded by the University's Travel & Expense Transformation Project training team. 

Other Travel & Expense Resources


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 and Ambassadors

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

Please reach out to our listserv below with any questions or recommendations. We are here to help!

Contact the CALES T&E Advisory Committee