The Concur system is available through concursolutions.com

Contact Courtney Jackson, Travel Coordinator

251-368-9136 ext 2502
cjackson@pci-nsn.gov

To add your PBCI Travel Card to your Concur Account, log in to Concur and follow the instructions below.

• • Select “Profile” in the upper right. You will see the Profile drop-down menu. Select “Profile Settings”
  • Select “Credit Cards” under “Your Information” on the left side of the page.
  • Select “Add a Credit Card”
  • Fill out all appropriate fields and check boxes.

NOTE: Use Billing Address: 5811 Jack Springs Road, Atmore, AL 36502

If the system appears to be running slow or you are experiencing issues logging in or using Request/Travel/Expense functions you can check the Concur Status Board to see if there is an active service outage. In the top right corner of the screen you can click “Subscribe to Updates” if you wish to receive updates when the system is experiencing issues.

Travelers are responsible for assigning delegates to prepare travel and expenses in Concur. Go to Profile Settings > Expense Delegates in Concur to assign a delegate.

• • To assign a delegate to book travel, select Can Book Travel, Can Submit Requests, and Receives Email.
  • To assign a delegate to prepare expense reports, select Can Prepare and Receives Email.

To configure e-mail notifications:

• • Log into Concur and navigate to Profile Settings. Under Expense Settings is an option for Expense Preferences. On this screen you can check the boxes for any e-mail notifications you wish to receive.

5811 Jack Springs Road
Atmore, AL 36502

The travel card is available to all team members who travel, who book travel on behalf of others, and anyone who incurs any of the following expense types: dues, professional memberships, registrations, and subscriptions.

Please fill out the Travel Card Request Form

No, not permitted by the PBCI Travel Policy.

• Concur’s workflow is based on form of payment owner. If the organization chart does not have an assigned owner or if you are the owner of the form of payment, then the workflow will go to your Manager then your Division Director.
• If you do not think your workflow is routing correctly, please email travelhelpdesk@PCINSN.onmicrosoft.com

• A travel request through Concur is required to ensure proper approval for travel has been obtained prior to the purchase of any travel related expenses. Request is used to provide management with the ability to understand the overall cost of the trip and determine whether or not they are willing to cover all costs associated with this trip. Requests can be allocated to multiple departments or funding sources, if departments are splitting the cost of an employee’s travel. The approved travel request is used by the financial office to ensure an adequate credit limit is established on traveler’s card for the duration of the trip and to cover any pre-trip expenses (i.e. airline costs, conference fees, deposits, etc).
• Exception is for Elected Officials (ie: Tribal Council) do not require prior approval or request before booking travel.

Go to Travel Request Reference Guide under Job Aid / Training.

• All meals will receive a cash advance for all per diem, which do not require receipts to be submitted.

It is recommended that airfare be booked 30 days in advance.

Yes, multi leg trips can be booked online.

It is suggested that complicated, multi-leg, international itinearies be booked by a Full Service agent.

International travel can be booked online, however if your itinerary includes several international destinations or inter- country travel you should contact Full Service.

Full Service will be able to get better pricing and advise of any travel documents you may need.

In most instances a pre-reserved seat can be done online while making your reservation; however, once a reservation has been ticketed and confirmed, you can access the airline’s website and modify the seat assignment or make changes based on frequent flyer status. It is important to note that a pre-reserved seat is never guaranteed.

The traveler’s freqent flyer number will be printed on the final invoice that is sent by CTP. It will be listed under Frequent Flyer Info.

Frequent Flyer information can be added to the traveler’s profile. Once it has been added to the profile, it will automatically be included in any reservation for that airline.

If required, Conference bookings can be booked through the website, if using Concur to book a hotel at a conference rate, please use conference Hotel request.

Email travelhelpdesk@PCINSN.onmicrosoft.com to request access.

Prospective employee’s would be booked as a guest through Concur if ACU is paying for the airfare.

Group Travel is defined as a group of 10 or more individuals traveling to or from the same destination.

For Groups 1 to 9, please use the Template in Concur to book Travel.
For 10 or more please contact CTP Groups Department for all your travel needs.
800-810-2695 / Fax 210-308-7212

or use our group request form.

Extra leg room, early check in and change in flight class can be obtained by contacting the airline company directly.

All Additional expenses will be a personal expense and not reimbursed.

For instructions on creating an expense report, please see the Expense Reference Guide under Job Aids / Training.

Expense reports should be submitted no later than 5 days after the end of your trip. If you are a frequent traveler, then a monthly expense report should be submitted for any costs incurred during the month.

Yes, you can allocate expenses across multiple departments or fund sources.

It typically takes 1-3 business days for the charges to be imported into Concur. This is dependent upon when the merchant sends the transaction to Visa.

• Expense Assistant is an automated expense report feature that was created by Concur. When this feature is turned on, it begins to build an expense report from available, eligible expenses automatically as the expense is loaded into the system.
• To turn on Expense Assistant, go to the Expense tab within Concur. You will see a blue box with an information icon with “Enable Expense Assitant” bolded between the Active Reports and Available Expenses sections. Click on the “Learn More” link to follow instructions to enable the feature. To disable Expense Assistant, click the “Stop this process” link that appears between the Active Reports and Available Expenses sections on the Expense tab within Concur.
• See Expense Assistant FAQ for answers to many questions regarding this service.