2 concur travel and expense training speaker name here space for client logo (remove this box with...
DESCRIPTION
3 Agenda What is Concur Travel and Expense? What will it do for me? The Travel Reservation Process The Expense Reporting Process Concur Expense Demonstration Status Updates & Approval Notifications Concur Expense Reimbursement Concur Expense Rollout Schedule QuestionsTRANSCRIPT
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Concur Travel and Expense Training
Speaker Name Here
Space for client logo
(remove this box with or without logo)
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Agenda• What is Concur Travel and Expense?• What will it do for me?• The Travel Reservation Process• The Expense Reporting Process
• Concur Expense Demonstration• Status Updates & Approval Notifications• Concur Expense Reimbursement• Concur Expense Rollout Schedule• Questions
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What Is Concur Travel and Expense?• Concur Travel and Expense delivers One Touch
Business TravelTM by integrating travel reservations and expense reporting data in one application.
• Concur Smart Expenses match travel itinerary information, corporate card data and e-receipts from participating travel suppliers resulting in completely trusted, guaranteed transactions with no need for auditing.
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What Will It Do for Me?• Provides intuitive screen design• Provides you with a seamless travel and expense
experience• Saves you time submitting expense reports and leads
to quicker employee reimbursement and timely credit card payments
• No need for paper or faxing receipts when you use Concur Smart Expense vendors or Concur mobile
• Fewer receipts to track which lowers the possibility of losing a receipt
• Saves time by pre-populating corporate card data and associating the data to an expense report
• Sends email notifications regarding the status of approvals and payments
• Faster expense report processing
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The Travel and Expense Report Process
Resubmit a report
Rejected reportsent to Accounting
Reviewpre-populated
e-receipts
Submit report for approval
Approving Manager
reviews report
Partially approved/rejected report
sent to Accounting
Authorized reportsent to Accounting
Accounting authorizes
payment
Employee ReimbursementCard Remittance
Booka Trip
UseSmart Expense
Vendors
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Status Updates & Approval Notifications• Status Updates are sent via email every time you make a travel
reservation or your expense report status changes– Travel: Sending to Agency, Confirmed, Issued, Ticketed,
Upcoming Travel– Expense: Submitted and Pending Approval, Sent Back,
Approved & in Accounting Review, Processing Payment, Paid Note: Status change emails are only sent if the traveler has
selected this feature• Email messages contain the URL to Concur Travel and Expense• Approval Notifications are sent to your manager when your report
is ready for approval
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Concur Automated Payments• Reimbursement will occur via <insert reimbursement method> (i.e. Company Check, Expense Pay, ADP Payroll)• <insert reimbursement frequency> (i.e. Daily, Weekly, Monthly, Twice a month)• <company card> payments will be <insert payment method> (i.e. Paid by Company or Paid by Traveler)
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Concur Travel and Expense Training Demonstration
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Concur Travel & Expense Rollout Schedule• Division/Company Wide Rollout
– <Insert Month > 200x• Existing Travel and Expense System/Process Cut-off
– <Insert Month > 200x• No travel reservation accepted in the old system after
– <Insert Month> 200x• No expense reports accepted from old system after
– <Insert Month> 200x• For Concur Travel & Expense questions and help:
– Email: <insert help your company’s contact> (i.e. [email protected])
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Questions?
