1. Concur Training - Expense Reporting
3/3/2015
Transtar Autobody Technologies

2. 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

3. Transtar Autobody Technologies
Concur – Mobile APP
3/3/2015
Transtar Autobody Technologies

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. Concur Training – First Time Login
Sign into
User name: TAT address
Password: ‘welcome’
Reset password
Complete Profile Options
Update Personal Information by March 8
3/3/2015
Transtar Autobody Technologies

11. Concur Training – Personal Information
3/3/2015
Transtar Autobody Technologies

12. Concur Training – Getting Started
3/3/2015
Transtar Autobody Technologies

13. Concur Training – Home Page
3/3/2015
Transtar Autobody Technologies

14. Concur Training – Expense Report
3/3/2015
Transtar Autobody Technologies

15. Concur Training – Expense Report
3/3/2015
Transtar Autobody Technologies

16. Concur Training – Employee Lunch
3/3/2015
Transtar Autobody Technologies

17. Concur Training – Employee Lunch
3/3/2015
Transtar Autobody Technologies

18. Concur Training – Employee Lunch
Select Receipt
3/3/2015
Transtar Autobody Technologies

19. Concur Training – Employee Lunch
3/3/2015
Transtar Autobody Technologies

20. 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

21. Concur Training – Airline Fees
3/3/2015
Transtar Autobody Technologies

22. Concur Training – Airline Fees
3/3/2015
Transtar Autobody Technologies

23. Concur Training – Approval Process
Submit Expense Report by 10am on Fridays
Your manager receives an
On manager’s approval you and Brighton receive an . Brighton sees expense report for the first time
On Brighton’s approval you will receive an
You will receive another 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

24. 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

25. Concur Training – Itemizing Expenses
3/3/2015
Transtar Autobody Technologies

26. Concur Training – Itemizing Expenses
3/3/2015
Transtar Autobody Technologies

27. Concur Training – Itemizing Expenses
3/3/2015
Transtar Autobody Technologies

28. Concur Training – Itemizing Expenses
3/3/2015
Transtar Autobody Technologies

29. Concur Training – Itemizing Expenses
3/3/2015
Transtar Autobody Technologies

30. Concur Training – Itemizing Expenses
3/3/2015
Transtar Autobody Technologies

31. Concur Training – Itemizing Expenses
9/17/2018
Transtar Autobody Technologies

32. Concur Training – Itemizing Expenses
9/17/2018
Transtar Autobody Technologies

33. Concur Training – Itemizing Expenses
9/17/2018
Transtar Autobody Technologies

34. Concur Training – Itemizing Expenses
9/17/2018
Transtar Autobody Technologies

35. Concur Training – Itemizing Expenses
9/17/2018
Transtar Autobody Technologies

36. Concur Training – Itemizing Expenses
Receipt Image Required
9/17/2018
Transtar Autobody Technologies

37. Concur Training – Mobile Preview
3/3/2015
Transtar Autobody Technologies

38. Concur Training – Mobile Preview
Uploads to receipt store
Pre-stage for expense report
3/3/2015
Transtar Autobody Technologies

39. Concur Training – Mobile Preview
ENTER NOTES HERE
3/3/2015
Transtar Autobody Technologies

40. Concur Training – Mobile Preview
3/3/2015
Transtar Autobody Technologies

41. Concur Training – Mobile Preview
To Check Report Status
3/3/2015
Transtar Autobody Technologies

42. Concur Training – Mobile Preview
9/17/2018
Transtar Autobody Technologies

43. 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

44. Concur Training - Expense Reporting
Select Device Type
3/3/2015
Transtar Autobody Technologies

45. Concur Training – Mobile App Link
3/3/2015
Transtar Autobody Technologies

46. Concur Training - Expense Reporting
3/3/2015
Transtar Autobody Technologies