Hi Randall,

We currently are not a People soft school but faced the SAME issue when we wanted to do encumbrances for the travel authorization/request. We were unable to complete this with Concur WebServices. If I remembered correctly I think there is another product needed to make this happen... No help here-sorry but just wanted to let you know we were also disappointed that we were unable to do this with the SRE.

Thanks,
Brittney

Hi Randall,

UA uses Banner and ran into the same issue when we rolled out Concur. It was a bit of a difficult transition for those accustomed to encumbrances. However, we are in year 6 and have actually found this to be more efficient. Travel is a far smaller line items than costs such as labor and we weren't encumbering those expenses. There is no longer a need for a budget revision to be keyed or to receive an NSF override since we moved away from encumbering. This has also been helpful in moving the travel process forward when waiting for a new fund to be set up (placeholder account). Prior to rolling out Concur, we would have a lot of accounting changes that would require changing encumbrances. Since we do not encumber, we have eliminated all of these additional steps. Instead, we can update account numbers on the expense report. We use a couple of reports for financial managers to review budget projections and pending expenses (Projected Spend and Unsubmitted expense reports). Some banner schools do encumber with Concur, however, from what I can recall, there were issues with the extracts.

University of Massachusetts is also interested in any information regarding Web Services to Budget Check. We are using People Soft as well and would like to validate a budget exists when an Expense Report is submitted. We will not be encumbering. Randall maybe we can connect off-line?

Thanks,
Jeff

Hi All,
Thanks! I apologize. For some reason, I was not getting replies to this.
If you'd like to connect about this topic offline, my email address is randallp@uta.edu.