Global Travel ServicesConcur Enhancements

October 9, 2013

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Content

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2 | Americas Operations Policy Overview

1.0 Post Ticket Change Feature

2.0 PNR Acquisition (ability to see offline reservations in Concur)

3.0 Schedule change email messages

4.0 Concur Travel Profile

5.0 Enhancement Tips and FAQ

1.0 Post Ticket Change

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3 | Americas Operations Policy Overview

Concur Travel’s Post Ticket Change feature offers travelers the ability to change a live ticketed future date reservation online. This feature gives travelers greater control over their travel plans by allowing them to change certain reservations themselves, without needing to speak with a travel counselor. Travelers are presented with all relevant cost information about their new itinerary, taking into account any fees charged by the carrier, before they have to commit to the change.

Post Ticket Change is applicable to:

• Live future ticketed reservations. All segments must be live and for future travel

• Single carrier reservations, same carrier for the entire trip

• Electronic Tickets

• Specific Airlines

Post Ticket Change is not applicable to:

• Reservations with multiple tickets

• Reservations with multiple carriers

• Paper Tickets

• Reservations already exchanged

2.0 PNR Acquisition (Concur Reporting)

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4 | Americas Operations Policy Overview

Concur Reporting is the ability to capture off-line booked PNRs in Concur. The functionality is commonly known as PNR Acquisition.

Features:

• View off-line PNRs.

• Email off-line PNRs

• Cancel pre-ticket off-line PNRs

• Add/modify/cancel car rental to off-line PNRs

• Add/modify/cancel hotel rooms to off-line PNRs

Limitations:

• Offline Amtrak bookings will not appear in Concur

• Unable to add/modify airline segments to off-line PNRs

Segment Pre-Ticket Post Ticket

Air

Add No No

Modify No No

Cancel Yes Yes

Car

Add Yes Yes

Modify Yes Yes

Cancel Yes Yes

Hotel

Add Yes Yes

Modify Yes Yes

Cancel Yes Yes

3.0 Schedule Change Email Notifications:A new routine was enabled that will generate email messages when there are major changes to your flight schedule. American Express receives these notifications throughout the day from all airlines. The schedule change emails will come from a different source then what you received as your itinerary/invoice. It is your responsibility to review the email to ensure the schedule change will not impact your travel schedule.

5 | Barclays presentation title | 30 January 2012

4.0 Concur Profile

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6 | Americas Operations Policy Overview

Name Field:

• The first, middle and last name needs to match exactly what is on your ID’s

• If you participate in TSA pre-check, the name you registered with TSA pre-check must also match the name in your profile.

• Birthday/Gender: Ensure the Date of Birth is correct in the profile. If you have changed the date format setting in Concur, be sure that the birthday matches that setting.

• TSA Pre-Check: If you have a known traveller number, please be sure to enter it into your profile

4.0 Concur Profile: Travel Arrangers

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7 | Americas Operations Policy Overview

• There can only be one Primary Travel arranger in a users profile

• The arranger denoted as the Primary arranger is the one that will be added to the users offline profile

• If there is not a primary arranger denoted in the profile, then the last person to make a change to the profile is the one that will sync to the offline profile.

• List of travellers is maintained by the arranger

• Each time you assign yourself as a travel arranger, the traveller will receive an email notification

4. Travel Arranger Instructions

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8 | Americas Operations Policy Overview

1. Click “You are administering travel for:” 

2. Click on Search

3. In the Make Me an Assistant For box, enter the name or email of the traveler you would like to assign yourself as an arranger for. Highlight your traveler’s name from the list that displays. Note: The traveler must have an existing profile in order for his/her name to display on the list.

4. Click on OK

5. An email will be sent to the traveler advising him/her of your action.

6. You will now be able to arrange travel and edit the traveler’s profile.

7. Repeat the process for additional travelers

5.0 Enhancement Tips and FAQ’s

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9 | Americas Operations Policy Overview

Post Ticket Change Tutorial:

A Web-based tutorial can be accessed here:

http://www.concurtraining.com/customers/concur/TrainingToolkit/demos/trav&exp/ChangeTrip/ChangeTrip_skin.swf

Instructions and FAQ’s can be found in the imbedded word doc.

Post Ticket Change Feature

Disclaimer

This report is based on agency booked data and is not to be used for any P&L reconciliation.

© Copyright Barclays Bank PLC (2012). All rights reserved. No part of this publication may be reproduced in any manner without the prior written permission of Barclays. Barclays Bank PLC is registered in England No. 1026167. Registered office 1 Churchill Place, London, E14 5HP. Additional information regarding this publication will be furnished upon request.

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10 | Americas Operations Policy Overview