Travel software (Concur) login
As mentioned last summer, we are pleased to announce the old excel expense report has been replaced by an on-line travel software. This software is SAP Concur.
You will be able to complete your travel authorizations and travel expense reports on-line utilizing this software. Additionally, you will be processing all p-card purchases within this system. Yes, no more utilizing the US Bank system, yeah!!
Click on the video links below to see a snapshot of their mobile app or click 'Concur Login' to access the software.
ExpenseIt App video for Android ExpenseIt App video for iPhone
Training
Please refer to the training videos and documents below by clicking the drop down on the blue "Travel Policy Info and Documents".
If you have Concur questions, please feel free to join any of the online opportunities to pose Concur questions. You may drop in with any question about Concur the weeks of Sept. 9, 16 and 23 during the following times:
- Monday 9:30 – 10:30 a.m.
- Tuesday 3 – 4 p.m.
- Wednesday Noon – 1 p.m.
- Thursday 3:30 – 4:30 p.m.
- Friday 8:30 – 9:30 a.m.
General/Grants Accounting
The General Accounting office handles general ledger and bank account reconciliations, prepares and inputs journal entries (including chargebacks), performs grant and sponsored project accounting and review, manages the University's short-term investments, ensures debt service payments are made on a timely basis, processes sales tax returns (except those relating to Memorial Union operations) and provides support to University departments and organizations when questions arise about account balances, transactions posted to incorrect Banner FOAPALs, etc. The office also provides a basic level of support for Banner Finance users.
Accounts Payable
The Accounts Payable office is responsible for timely payment of invoices to vendors, employees and others. This includes purchases associated with outstanding purchase orders, direct payments authorized by payment vouchers, employee expense reimbursements and assisting others in the University with questions relating to vendor invoices and other payment-related issues.
Useful Links
Forms and documents
WUPRPM. Regulations and Procedures. J. Travel
Travel Per Diem Websites (docx)
Travel Advance Acknowledgement - Individual (docx)
Travel Advance Acknowledgement - Group (xlsx)
Travel FAQ (docx)
Rental Car Insurance Information (pdf) (effective 10/1/23 thru 10/1/24)
Videos
Concur Allocations (Spit Funding)
Concur Travel Request (Travel Authorization)
Concur Itemization (Split Expense Types on Single Invoice)
Concur Creating Funding Favorites
Concur Approving Expense Reports
More Concur videos coming soon
Concur
Concur General Information (pdf)
Concur Definitions (pdf)
Concur Navigating (pdf)
Concur Profile Set Up (pdf)
Concur Creating a Delegate (pdf)
Concur Deleting a Delegate (pdf)
Concur Approving Travel Requisitions (pdf)
Concur Processing P Card Transactions - coming soon
Concur Expense Report - coming soon
Concur Requests - coming soon
Concur Multiple Travel Days, But Returning to WU Each Day - coming soon
Allocating an Expense (Splitting Funding) - coming soon
Itemizing an Expense (Multiple Account/Expense Types on a single Receipt) - coming soon
Setting Up Favorite FOAPALs - coming soon
Single Day Travel - coming soon
Group Travel - coming soon
Working as a Delegate - coming soon
Accounting staff
Alex Deters, Director of Accounting
- Payments to non-U.S. citizens, sales and income tax issues, and wires.
- External reporting, financial analysis, account reconciliations, capital asset accounting, investment management, debt services
Renessa Mehrtens, Assistant Director, Accounting
- Account reconciliations, bank account reconciliations, journal entries, oversight of General Accounting
Kamille Lamb, Accountant
- Grant and sponsored contract accounting, post-award administration, journal entries, account balances, account reconciliations
- Account reconciliations, journal entries, account balances, sales tax returns, Banner fund/org/account setup
Tammy Parsons, Supervisor, Accounts Payable
- Oversight of accounts payable, vendor payments, travel expenses, excess financial aid payments, employee expense reimbursements, purchasing card logs, check printing and distribution, general accounts payable issues, ACH files
Amy Schmidtlein, Accounts Specialist
- Vendor payments, travel expenses, excess financial aid payments, employee expense reimbursements, purchasing card logs, check printing and distribution, general accounts payable issues, ACH files
Megan Johnston, Accounts Specialist
- Vendor payments, travel expenses, excess financial aid payments, employee expense reimbursements, purchasing card logs, check printing and distribution, general accounts payable issues, ACH files
JD Reynolds, Accounts Specialist
- Deposits, billing and invoicing, purchasing card reconciliations, accounting and budget reporting
