Training
Travel Policy
– A pretrip checklist to assist new/infrequent travelers in understanding the requirements for University Sponsored travel
Use this checklist to make sure you are prepared before calling. Once you are ready, call a Travel Incorporated consultant at (877) 811-9898
– UW System Travel Policy Pocket Guide
– Travel Pocket Guide for Guests to the University System
– Reference Guide for Athletic Staff and Students (not including UW Madison)
– Travel Pocket Guide for Athletic Guests to the University System
Concur Guides
Support Line: (877) 811-9898, #3 Navigational issues, or other Concur technical questions
AIR – Finding the lowest airfare in Concur
AIR – Ticket Change (video)
AIR – Exchanging a Trip Tip Sheet (pdf)
AIR – How to Assign Seats in Concur
AIR – Unused Tickets – Southwest Airlines
CAR – Booking a CarHOTEL – Booking a HotelHOTEL – Finding the best hotel rates
E-Reimbursement
User Guides
The Travel and Expense module is available to institutions using the E-Reimbursement module (e-Re).
Documentation for the Traveler
Expense Report Statuses: |
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| Status | Description | |
| Approved for Payment (APY) | All approvals are done. Waiting for payment processing. | |
| Closed (CLS) | Paid and closed. | |
| Denied (DEN) | An approver has denied this expense report. | |
| On Hold (HLD, HDA, HDU) | An approver has put this expense report on hold. | |
| Approvals in Process (PAR) | Pending approvals. | |
| Paid (PD) | Payment has been made. Not closed yet. | |
| Pending (PND) | The traveler or alternate has created the report but not submitted it yet, or it was sent back for revision. | |
| Staged (STG) | Approved and waiting for the pay cycle to process. | |
| Submitted for Approval (SUB) | Waiting for an approver. | |
Documentation for the Approver
Documentation for Central Processing Staff
Non-Employee Set Up
Security Role Request
Cash Advance Reconciliation