The University of Colorado is closely monitoring the situation in Israel, Gaza, and the West Bank as it affects University travel. Many airlines have already cancelled or suspended flights, and traveler advisories are changing regularly. For the most up-to-date information on worldwide travel advisories and how those impact any University business travel planning, please refer to the US Department of State Travel Advisories page.
CU travelers are also encouraged to utilize ISOS Membership Services (enter CU’s Membership No. 11BCAS000006 to log in) as an additional resource. To receive updated notifications dependent on your travel destination, download the ISOS mobile app. Note: All travel booked through Concur/CBT is automatically registered with ISOS.
Terminated Employees with Unsubmitted Transactions in Concur
Departments and employees are encouraged to resolve and submit all outstanding card transactions in Concur before their last day of employment. Discovering unreconciled expenses in Concur following an employee’s last day of work should be infrequent, however we understand that it does happen. Historically, departments with an employee who terminated before reconciling all Commercial Card transactions would work with the PSC to have those charges reassigned to a remaining active employee who is also a cardholder. That active cardholder employee would then prepare and submit those expenses left by the separated employee from their own Concur profile.
For 2023 and forward, we are pleased to share that these unsubmitted transactions will now remain in the terminated employee’s Concur profile, and a Delegate will be able to prepare and submit a report for those transactions on the terminated employee’s behalf. This will keep the aging transactions in the profile of the employee who incurred them while still allowing for the department to complete the reconciliation of the business expenses on that employee’s behalf. An existing Delegate for the terminated employee can complete this process, or a new Delegate can be assigned by the PSC at the department’s request.
While the PSC will be monitoring for these unsubmitted transactions, departments are encouraged to reach out to the PSC as soon as they become aware of unsubmitted transactions in an inactive employee’s profile. The PSC will work with the department to ensure the identified Delegate has the appropriate access to prepare and submit the transactions on behalf of the separated employee. The ability of a Delegate to submit reports for an inactive employee can only be enabled by the PSC, so Delegates cannot take this final processing step without first contacting PSC@cu.edu for assistance.
As a reminder, Concur does not allow Delegates to submit expense reports on behalf of active employees. This revised process only applies to inactive employees. This functionality allows current employees to maintain separation of expenses belonging to other employees that could result in tax reporting for the individual who incurred the expense(s).
Please refer to the revised Finance Procedural Statement for Business Expense Substantiation & Tax Implications for additional information on the potential tax consequences of unsubstantiated business expenses.