CONCUR EXPENSE Getting people reimbursed faster at FSI
CONCUR EXPENSE Getting people reimbursed faster at FSI since 2016
EXPENSES – WHY ARE WE SWEATING? • This isn’t Rocket Science! • You’re all talented, capable & won your black belt in adulting. • You can do this! Easy, peasy.
Educator Signs here Event Contact Person Signs here
Only for Sales Detailing Events!
CONCUR MOBILE APP • Everyone get out your phones & open the Concur App
= Camera with A. I.
MILEAGE • Copy & paste addresses from the Confirmation Report • Easiest ways to enter mileage is to use the Mileage feature in the Concur App or the Mileage Calculator on the Concur Website
YOU DON’T HAVE TO PRINT CONFIRMATION REPORTS • Verify your email address on the Concur website • Email ANY file to receipts@concur. com & it shows up in your Available Receipts / Expenses NO SCREEN CAPS!
VERIFY YOUR EMAIL ADDRESS ØConcursolutions. com ØProfile Settings ØEmail Addresses
CREATE WEEKLY EXPENSE REPORTS Weeks are Sunday thru Saturday Events for one dept during one week = one Report Multiple events for more than one dept in a week = at least 2 reports.
ENTER YOUR CONFIRMATION # IN THE EVENT DESCRIPTION/TRIP PURPOSE FIELD & THE BUSINESS PURPOSE FIELD LEARN HOW TO COPY & PASTE
Expenses@farouk. com This is where help can also be found. Ask for the instruction booklets. They’re fun. They have pictures.
SEE YOU AT A FUTURE SHOW • In 2019, Farouk Shami directed that a member of Accounting be present at Shows & you’ll see a member of the team at some Shows. • Not all of us are experts in Concur but we will be more than happy to answer any questions you may have.
THANK YOU!
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