Trainings can be found on the UC Learning Center. Once you log in to the system, search for “Travel” and choose your training.
Travel Policy and Travel & Entertainment (T&E) Card training are required to obtain a T&E card.
New to Concur? Training videos are available on our Concur Video Library and the UC Learning Center. Travel & Expense Management has step-by-step guides and reference documents to help you navigate the system. Additionally, when you are logged in to Concur, select “Help” in the top right corner and click “Training” for more resources.
Policy Resource Guides
- G-28 Travel Regulations Resource Guide (pdf)
- BUS-79 Business Meetings & Entertainment Resource Guide (pdf)
Campus Controller Review Guidance
Resources and Training Materials
- Concur Expense Types & Natural Accounts
- Concur Glossary
- Desktop Step-by-Step Guides
- Expenditure Allowability Grid
- Concur Mobile Step-by-Step Guides
- Policy Training Overview
- Processing & Policy Guidance
- Reimbursement Guidance - Using the 5W Method
- Sponsored Guest - Verifying Profile
Forms
The below forms, once completed and approved, should be submitted to Travel & Expense Management using the appropriate Service Now request.
Exception to Policy Form
Higher Approval Request
Relocation Expense Form
Transient Occupancy Form for UC Travelers (Lodging)
Travel & Entertainment (T&E) Card Application
Policies
APM-560 Academic Personnel Manual Policy
APM-561 Recruitment: Removal Expenses/Assistants
BUS-79 Expenditures for Business Meetings, Entertainment, and Other Occasions
G-13 Moving and Relocation
G-28 Travel Reimbursement
G-41 Employee Non-Cash Awards and Other Gifts
G-42 Gift to Non-Employees
Senior Management Group Moving Reimbursement (Policy 7710)
