concur travel & expense. new improvements for travel & expense –available company-wide...

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Concur Travel & Expense

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Page 1: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Concur Travel & Expense

Page 2: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single
Page 3: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

New improvements for Travel & Expense

– Available company-wide– Paperless – Mobile application – eReceipts – Quicker Payment– Single line item reject– Reminder Email & Notifications– Automated audit of reports– More Reporting Options

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Page 4: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Anytime, Anywhere

- All employees can access Concur anywhere in the world with internet

- GERS was limited to Non-Contract employees

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Page 5: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Going Paperless

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- Travel Authorization (C47) will be eliminated

- Expense Report (C12) will be eliminated

Page 6: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Mobile Application

- Create expense reports on business trips- Approve when you’re on the go- Capture receipt images with your iPhone or iPad

and attach to your expense report instantly

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Page 7: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

eReceipts

More options:- Mobile capture- Scan & Upload- Email- Fax

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Page 8: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Auto-pay employees quickly

- Ability to reimburse employees electronically via ACH more frequently

- Payment can be made as early as 3 days after a report is approved

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Page 9: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Reminder Emails & Notifications

Reminders available for :- Un-submitted reports- Pending Approvals- Unapplied Corporate Card data

Approval requests

Approval status updates

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Page 10: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Single line item reject

- Reimbursement can be made for Approved report items instead of delaying entire report

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Page 11: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Automated Audit of reports

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- Systematically flag policy exceptions

Page 12: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

T&E Policy Changes

Expenses that exceed policy need to be approved by Department VP instead of CFO and Controller

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Page 13: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Log into Concur

URL: https://www.concursolutions.com

User Name: Your HA Email Address or

First Name.Last [email protected]

[email protected]

Password: welcome

(If welcome does not work, please use Welcome1)

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Page 14: Concur Travel & Expense. New improvements for Travel & Expense –Available company-wide –Paperless –Mobile application –eReceipts –Quicker Payment –Single

Mahalo.

Questions?