Staff and coaches must reconcile their US Bank card for expenses incurred via the expense report.
Expense reports must be submitted in Concur in a timely manner after returning from any University-related travel.
All Bank Card transactions should be allocated in an expense report within 30 days of the transaction date.
If transactions are not allocated within a 30-day window, the cardholder will receive the following reminders:
The Business Manager can assist with any questions you may have regarding the use of Concur and submitting expense reports.
Summit – Department/Team financial information software
If travel is required; the employee must process a pre travel authorization request in Concur. All anticipated expenses must be added to the request
The University system to view account balances and track expenses.
All staff that have Summit security and training completed have access to their accounts online. For questions about gaining access to Summit Security and Training, please contact Director of Finance.
Once training has been completed staff will have access to their financial accounts by logging into Summit. Once logged in you will be able to see your General Operating fund, Gift fund and Other Revenue fund accounts income and expenses.
