Concur travel and expense online resources:
The financial services website has a host of useful tools for those migrating their way through their first few claims using the new Concur system.
- Online training and videos demonstrations , including a flash tutorial for smartphones
- Resources specifically for unit experts
- An in-depth travel and expense guide, including screen shots of important areas
- Points to remember and FAQs
- A guide to cash advances
Head to: http://www.umanitoba.ca/computing/renewal/aurora/finance/elearning/concur.html
For more information, follow these links:
- Financial Sevices launches intergrated travel
- Travel Services website
- Interated travel (Concur) training schedule
- Integrated travel (Concur) training resources
Finance Initiatives
Research Accounting Initiative
Purchasing Operating Model Initiative
FINANCE INITIATIVES
Research Accounting Initiative
Novembe 2011 Update
Research Accounting Initiative - The InfoEd interface to Banner feed is being tested.
September 2011 Update
Crosswalks and error reports are being finalized for the InfoEd (ORS system) to the Banner (Financial System) feed. Testing for the feed as well as promotion to production occurred during the week of August 31.
June 2011 Update
Over 400 notices and instructions were sent to researchers whose tri-council funding reports were eligible for online approval. This capability enables financial services and researchers to complete this required compliance reporting directly on the tri-council website. Previously, the financial services department was required to print the reports and mail them to each researcher for signature. As of June 21, 346 of 825 reports had been linked or approved online by 243 of the 515 researchers funded by tri-council. Lab space has been booked to provide assistance to researchers who would like additional help approving their reports. The coming weeks will see the continuation of unit summary report creation using the Argos software.
Past Updates
The goal of the research accounting initiative is to improve how research funding is administered at the University of Manitoba by:
- Ensuring that financial information provided to researchers, sponsoring agencies and other stakeholders is as accurate, timely and useful as possible.
- Enhancing the awareness and understanding of university and agency policies, which should lead to an increased compliance to those policies.
What's new in research accounting? Read more here!
Integrated Travel Initiative (formerly Travel and Expense)
- Boarding call for the ROSE integrated travel initiative!
- Brown bag info sessions September 21 and 22 - SESSIONS ADDED!
- Read more about Concur in the November 10 issue of The Bulletin
Due to a flood of interest, an additional time slot has been added to next week’s brown bag sessions on integrated travel and expense management. Held September 21 and 22, the sessions will provide an overview of the Concur integrated travel tool, more Read Read more about the Concur travel tool rollout and US Bank VISA here.
November 2011 Update
October 26, 2011 marked the launch of the new integrated travel and expense system, Concur. The new product is being deployed in phases with the expectation that all areas of the University will be on the new system before fiscal year-end. The product and configuration were selected and developed with extensive input from stakeholders and the launch is being supported by a comprehensive training plan. Travelers are encouraged to sign up for a University travel card which integrates with the system to make expense claim completion convenient.
September 2011 Update
User acceptance testing is complete with positive feedback regarding workflow and functionality. On track for October go-live.
June 2011 Update May 2011 Update
The team has been working with Concur to plan and configure the new integrated travel and expense management system. The team has finalized a timeline of milestones and will soon be updating the project plan with those dates. The first phase of the project is scheduled to go live on October 12, 2011.
A contract has been signed between the U of M and Concur Technologies, Inc. to purchase its integrated On-Line Booking and Expense Management tool. The travel team is working with Concur to develop an implementation strategy.
April 2011 Update
Concur Technologies has been chosen as the vendor for the integrated travel tool. The new tool will allow online booking of travel and automated expense claim processing. The solution was selected after broad participation from members of the university community. It will simplify the process of booking travel and claiming expenses and will result in cost savings for the university.
February 2011 Update
Identifying an online travel booking system and expense management tool that will give better service to university employees traveling on business, and encourage the lowest available fares and rates.
Travel and expense in The Bulletin
Read the travel and expense FAQs here.
November 2011 Update
The project charter and implementation plan for Ariba eProcurement is going through the approval process.
September 2011 Update
Vendor selected (Ariba) and contract negotiations completed. Implementation planning for Phase 2 is well under way. Draft charter for kick-off meeting with vendor (Ariba) project manager September 6-9.
July 6 Update: Grab your shopping bag - eProcurement is on its way!
June 2011 Update
A tentative recommendation to use Ariba as the eProcurement supplier was approved by the Board of Governors on June 21, 2011.
May 2011Update
In April, three vendors presented their eProcurement software to the university. Attendance at the demonstrations was fantastic, with over 100 participants registered at each session. The team is now reviewing feedback and beginning the vendor selection process. An FAQ document for eProcurement was developed and posted on the financial services website and the ROSE website.
April 2011 Update February 2011 Update
The eProcurement RFP closed with seven vendor submissions accepted. After reviewing the submissions, three suppliers have been invited to demonstrate how their solution can satisfy the university’s needs. The team hopes to select a supplier around the end of May.
Moving to “e-procurement,” which will realize administrative cost savings through the automation of purchasing and payment processes such as purchase requisitions, approvals, order tracking and receiving.
Read the eProcurement FAQs here.
Want to learn more about FAST 3.6? Watch an introductory video here.
Attention Aurora Finance Users! Training available for new/updated Aurora Finance applications
The billings to cash and monthly reporting ROSE finance initiatives have brought about three new training opportunities. Register for the following courses and hear how your work within the Aurora Finance system is about to change: 1. What to expect with FAST 3.6 Find detailed information on these courses, as well as how to register, here.
On June 29, instead of using Aurora finance just for FAST reporting, users will have access to the entire FAST tool. This tool will house multiple applications, including FAST accounts receivable, FAST budget transfers and finance reporting. In order to facilitate a smooth transition to the upgraded FAST tool, financial services and IST will need to systematically remove access to system functionality and the application. We understand this will probably be an inconvenience for you, and appreciate your patience as we work to improve Aurora finance for all users.
2. Accounts receivable invoicing (billings)
3. Budget transfers (budget adjustments)
September 2011 Update
121 users have been trained. System went live into production. System support ongoing. Receiving feedback from users. The project closure report is underway. Transition to operations to be finalized.
May 2011 Update
The system configuration and initial testing is complete and user security has been set up.
Customer data taken from Banner was successfully loaded into the FAST accounts receivable test environment.
*Training now available for new/updated Aurora Finance applications. Find detailed information on what's being offered and how to register for training here.
February 2011 Update
Moving to the FAST Accounts Receivable system to improve the invoicing and reporting capabilities available to all university users. This will increase efficiency and timeliness in the invoicing and collection of accounts.
Purchasing Operating Model Initiative
September 2011 Update
Purchasing staff have now been assigned to one of six category teams setting the stage for more spend analysis, supplier relationship management, contract compliance and performance management through KPIs and service level agreements. Service Level Workshops have been held and documented.
June 2011 Update
Ten new key performance indicators (KPI) have been tested, debugged and finalized and the KPI reporting in Argos has also been finalized. In addition, a training document for KPI error tracking has been completed. A draft document on strategies for category management is currently under review.
May 2011 Update
IST has delivered seven of 10 requested key performance indicator (KPI) reports and the team is in the testing and revision process. These key performance indicators will be instrumental in assessing supplier relationships and achieving cost savings.
February 2011 Update:
Implementing a new proactive and strategically focused operating model (Supply Chain Management) for Purchasing Services, building upon and improving, through key performance indicators and other performance management methodologies, the performance of the department and the university’s service and supply agreements, resulting in substantial cost savings and greater efficiencies for University departments.
September 2011 Update
FAST upgrade 3.6 is fully operational. Working on performance issues with IST and Millennium. Post implementation satisfaction survey has been sent out to the Aurora Finance Users list following the release of the FAST AR satisfaction survey. Efforts are continuing to complete final project report.
June 2011 Update
The FAST 3.6 upgrade has been applied to the pre-production environment (FASNEXT) and FAST AR has been installed there as well. The go-live for these programs is scheduled for the end of July 2011. The FAST AR initiative team has updated the invoicing and collection policy, as well as the procedure documents, which are under review by the comptroller’s office. In addition, the security set-up has been completed for monthly reporting.
May 2011 Update
The team was successful with testing a fiscal budget load and a mass upload of user security profiles into the FAST reporting test environment. They continue to work on reports and budget adjustment testing. The team was successful with testing a fiscal budget load and a mass upload of user security profiles into the FAST reporting test environment. They continue to work on reports and budget adjustment testing.
*Training now available for new/updated Aurora Finance applications. Find detailed information on what's being offered and how to register for training here.
February 2011 Update
Upgrade FAST Reporting to version 3.6 which will provide enhancements to report design and budget maintenance.
September 2011 Update
On hold. Project scope and potential direction being reviewed
June 2011 Update
A draft of this project plan has now been completed. The team has been in communication with University of Manitoba legal counsel on digital imaging policy considerations for all of the finance initiatives that are promising scanned documents.
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