Valerie O’Dell

March 2012

Concur Expense Training

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• What is Concur Travel & Expense?

• What will it do for me?

• The Expense Reporting Process

• Status Updates & Approval Notifications

• Concur Expense Reimbursement

• Concur Expense Demonstration

• Concur Expense Rollout Schedule

• Questions

Agenda

• Provides intuitive screen design• Provides you with a seamless travel & expense experience• Saves you time submitting expense reports and leads to quicker

reimbursement• No need for paper or faxing receipts when you use Concur Smart Expense

vendors• Fewer receipts to track which lowers the possibility of losing a receipt• Sends email notifications regarding the status of approvals and payments• Faster expense report processing

What Will It Do for Me?

The Travel & Expense Report Process

Resubmit a report

Rejected reportsent to Accounting

Submit report for approval

Approving Manager

reviews report

Partially approved/rejected report

sent to Accounting

Authorized reportsent to Accounting

Accounting authorizes

reimbursement

Reimbursement

• Status Updates are sent via email every time you make a travel reservation or your expense report status changes

• Expense: Approved, Rejected, Resubmitted, and Authorized for Payment

Note: Approved and Authorized for Payment emails are only sent if the traveler has selected this feature

• Email messages contain the URL to Concur Travel & Expense

• Approval Notifications are sent to your manager when your report is ready for approval

Status Updates & Approval Notifications

• Reimbursement will occur via check or direct deposit (EFT)

• Reimbursement will occur within 3 – 5 business days after approval of expense.

Concur Expense Reimbursement

Thank You

Questions