Transcript PowerPoint overview of the eExpense system and process

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Valerie O’Dell
March 2012
Concur Expense Training
Agenda
• 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
What Will It Do for Me?
• 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
The Travel & Expense Report Process
Submit report
for approval
Approving
Manager
reviews report
Resubmit
a report
Partially approved/
Rejected report
rejected report
sent to Accounting
sent to Accounting
Authorized report
sent to Accounting
Accounting
authorizes
reimbursement
Reimbursement
Status Updates & Approval Notifications
• 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
Concur Expense Reimbursement
• Reimbursement will occur via check or direct deposit
(EFT)
• Reimbursement will occur within 3 – 5 business days
after approval of expense.
Thank You
Questions