Concur Training - Expense Reporting 3/3/2015 Transtar Autobody Technologies
Concur Training – What is Concur? Concur is an integrated solution that links business travel and expenses Concur is a Web-based and mobile solution to eliminate manual, paper-based processing of managing expenses Concur has 25 million users 3/3/2015 Transtar Autobody Technologies
Transtar Autobody Technologies Concur – Mobile APP 3/3/2015 Transtar Autobody Technologies
Goal is to be 100% paperless Concur – What Will It Do? With the corporate AMEX card your transactions will automatically upload resulting in the need for fewer receipts Travel information from AMEX travel will be automatically transferred over Goal is to be 100% paperless Upload pictures of receipts via smart phone/tablet and attach to expense report 9/17/2018 Regional Meetings – 2015
Concur Training - Expense Reporting Training to focus on creating expense reports Not covering travel and mobile app Concur works best with Corporate AMEX card 3/3/2015 Transtar Autobody Technologies
Concur Training – Training Videos Expense Report Videos Adding Card Transactions to an Expense Report * Adding an Out-of-Pocket Expense to an Expense Report * Exceptions * Allocating Expenses * Working with Receipt Store * Travel Videos Updating Your Travel Profile * Exploring the Concur Home Page * Booking a Flight * Booking a Hotel * Other Videos Mobile * 3/3/2015 Transtar Autobody Technologies
Concur Training – Expense Types Company Paid All corporate AMEX transactions Out of Pocket Any non-Corporate AMEX activity Other credit card transactions Cash payments 3/3/2015 Transtar Autobody Technologies
Concur Training – Receipts Needed Corporate AMEX users Hotels, Selling Expenses, Blitzes, Clinics, Promotions, Recruiting, Training and Education Out of pocket expenses Items which may raise questions during the approval process, e.g. $200 Safety Related Gasoline – enter mileage in “Comment” field, e.g. mileage 23,745 3/3/2015 Transtar Autobody Technologies
Concur Training - Receipts Needed Non-Corporate AMEX or Cash users All expenses Credit card and bank statements not accepted Gasoline – enter mileage in “Comment” field, e.g. mileage 23,745 3/3/2015 Transtar Autobody Technologies
Concur Training – First Time Login Sign into https://www.concursolutions.com/ User name: TAT email address Password: ‘welcome’ Reset password Complete Profile Options Update Personal Information by March 8 3/3/2015 Transtar Autobody Technologies
Concur Training – Personal Information 3/3/2015 Transtar Autobody Technologies
Concur Training – Getting Started 3/3/2015 Transtar Autobody Technologies
Concur Training – Home Page 3/3/2015 Transtar Autobody Technologies
Concur Training – Expense Report 3/3/2015 Transtar Autobody Technologies
Concur Training – Expense Report 3/3/2015 Transtar Autobody Technologies
Concur Training – Employee Lunch 3/3/2015 Transtar Autobody Technologies
Concur Training – Employee Lunch 3/3/2015 Transtar Autobody Technologies
Concur Training – Employee Lunch Select Receipt 3/3/2015 Transtar Autobody Technologies
Concur Training – Employee Lunch 3/3/2015 Transtar Autobody Technologies
Concur Training – Meal Definitions Business Meals (Attendees) Include at least one non-employee Staff Meals – Internal TAT employees only Breakfast, Lunch & Dinner Overnight travel one employee only 3/3/2015 Transtar Autobody Technologies
Concur Training – Airline Fees 3/3/2015 Transtar Autobody Technologies
Concur Training – Airline Fees 3/3/2015 Transtar Autobody Technologies
Concur Training – Approval Process Submit Expense Report by 10am on Fridays Your manager receives an email On manager’s approval you and Brighton receive an email. Brighton sees expense report for the first time On Brighton’s approval you will receive an email You will receive another email stating the expense report has been paid Payment scheduled to be paid via ACH on the following Friday Use mobile app to check status 3/3/2015 Transtar Autobody Technologies
Concur Training – Special Circumstances Fill-up and quick bite to eat on one receipt ? Enter the total amount of the expense Itemize the business portion Itemize the personal portion Charge hotel meal to room Enter total expense Itemize the room Itemize the meal 3/3/2015 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 3/3/2015 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 3/3/2015 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 3/3/2015 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 3/3/2015 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 3/3/2015 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 3/3/2015 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 9/17/2018 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 9/17/2018 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 9/17/2018 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 9/17/2018 Transtar Autobody Technologies
Concur Training – Itemizing Expenses 9/17/2018 Transtar Autobody Technologies
Concur Training – Itemizing Expenses Receipt Image Required 9/17/2018 Transtar Autobody Technologies
Concur Training – Mobile Preview 3/3/2015 Transtar Autobody Technologies
Concur Training – Mobile Preview Uploads to receipt store Pre-stage for expense report 3/3/2015 Transtar Autobody Technologies
Concur Training – Mobile Preview ENTER NOTES HERE 3/3/2015 Transtar Autobody Technologies
Concur Training – Mobile Preview 3/3/2015 Transtar Autobody Technologies
Concur Training – Mobile Preview To Check Report Status 3/3/2015 Transtar Autobody Technologies
Concur Training – Mobile Preview 9/17/2018 Transtar Autobody Technologies
Concur Training – Wrap Up Join 25 million users worldwide Caters to corporate card users Goal is to be 100% paperless Update personal information by March 8 Starting March 9 all expense reports must use Concur Load mobile app Copy of presentation, cheat sheets, etc. will be online this week 9/17/2018 Transtar Autobody Technologies
Concur Training - Expense Reporting Select Device Type 3/3/2015 Transtar Autobody Technologies
Concur Training – Mobile App Link https://www.concur.com/en-us/mobile?pid=ppc&cid=us_goo_web_ex_concur_mobile&mkwid=seLx5g3Ol&pcrid=13921548002&pmt=e&pkw=concur%20mobile&pplac= 3/3/2015 Transtar Autobody Technologies
Concur Training - Expense Reporting 3/3/2015 Transtar Autobody Technologies