Skip to Main Content
A-Z Index
OspreyRising
oneColumn

Travel Scenarios

Please see below for guidance on handling different travel scenarios as UNF transitions from Concur to Workday during Year-End.

  • Travel occurring completely in FY25 where NO expenses need to be paid for in FY24.
    1. Submit Spend Authorization on July 1, or after in Workday.
    2. Spend Authorizations in Workday WILL now encumber funds.
  • Travel occurring completely in FY25 where some expenses may need to be paid for ahead of time in FY24.
    1. Submit Concur Travel Request now for expenses (Ex: Airfare and Registration) being paid on the P-Card and complete Concur Expense Report
    2. Submit Workday Spend Authorization on July 1, Use new Travel Card and complete Travel Expense Report in Workday at conclusion of trip.
    3. Spend Authorization in Workday will only be for FY25 charges. Expenses already paid for in FY24 are not to be included on this Spend Authorization as Spend Authorizations in Workday will now encumber funds.
  • Travel 100% completed in FY24 (June 30), but unable to get expense report submitted by June 21
    1. P-Card charges will need to be submitted on a travel expense report in Concur ASAP
    2. Out of pocket expenses will need to be submitted on a non-travel expense report in Workday and reference the original Travel Request ID from Concur.
  • Travel Crossing Fiscal Years (Ex: June 25- July 5)
    1. Submit Concur Travel Request now.
    2. Submit Workday Spend Authorization on July 1.
    3. Best case scenario that new Travel Card is in hand before leaving on the trip AND current P-Cards and new Travel Cards will begin feeding into Workday on July 1.
      • Use current P-Card for travel June 25-June 30 and these expenses will feed to Concur and a Concur expense report will need to be completed ASAP. Use new Travel Card for travel July 1-July 5 and these expenses will feed to Workday, and a Workday expense report will need to be completed.
    4. New Travel Card is not in hand before leaving on the trip OR current P-Cards and new Travel Cards do not begin feeding into Workday on July 1.
      • Use current P-Card for travel June 25-July 5.
        • Expenses that feed into Concur will need to be done on a Concur Travel Expense Report ASAP.
        • Expenses that feed into Workday will need to be done on a Procurement Card Transaction Verification Event and reference the Concur Travel Request.

           

**Travel accruals will be processed for travel crossing fiscal years and for expense reports not submitted by the June 21 deadline. **