Hello University Business Offices,
As the Finance and Budget team continues to improve your day-to-day experience, we are excited to announce the Travel and Expense transformation project, scheduled for completion in July 2026.
This project will consolidate the current expense and PCard reconciliation processes into a comprehensive solution within the current Concur platform, which already hosts the travel booking and PCard services for the university.
What the project will bring
Once implemented, the new Travel and Expense solution will simplify the employee experience for booking travel, submitting receipts and expense reimbursements, and reconciling PCard activity.
In addition, employees will have access to enhanced tools and features, such as:
- Custom dashboards with expense data information.
- An optional mobile app to approve transactions and capture receipts and supporting documentation.
- Policy reminders, audit rules, and defined approval workflows.
- Embedded software assistant.
- Real-time visibility into reimbursement status.
This comprehensive solution will reduce manual calculations and data entry and provide better data for analysis to assist units and departments in making financial decisions.
What’s next
Our project team will work closely with members of business offices across campus to learn more about their needs, including forming dedicated advisory and focus groups to address questions and gather feedback. We will also provide change management support and training throughout this transformation project.
We have added a Travel and Expense link to the UAccess homepage, where you can currently access the PCard management and travel booking services, and will soon launch a dedicated page to share project updates and information on the Finance and Budget website.
If you have questions or suggestions, please contact our team. We look forward to engaging with you as we bring a simplified and more user-friendly experience for all travel and expense activities to the university community.
Thank you for your continued support and partnership.
Sincerely,
Andrew Brennan
Chief Procurement Officer