Concur Training Expense Reporting 332015 Transtar Autobody Technologies
Concur Training - Expense Reporting 3/3/2015 Transtar Autobody Technologies 1
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 2
Concur – Mobile APP 3/3/2015 Transtar Autobody Technologies 3
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 11/1/2020 Regional Meetings – 2015 4
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 5
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 3/3/2015 Mobile * Transtar Autobody Technologies 6
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 7
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 8
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 9
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 10
Concur Training – Personal Information 3/3/2015 Transtar Autobody Technologies 11
Concur Training – Getting Started 3/3/2015 Transtar Autobody Technologies 12
Concur Training – Home Page 3/3/2015 Transtar Autobody Technologies 13
Concur Training – Expense Report 3/3/2015 Transtar Autobody Technologies 14
Concur Training – Expense Report 3/3/2015 Transtar Autobody Technologies 15
Concur Training – Employee Lunch 3/3/2015 Transtar Autobody Technologies 16
Concur Training – Employee Lunch 3/3/2015 Transtar Autobody Technologies 17
Concur Training – Employee Lunch Select Receipt 3/3/2015 Transtar Autobody Technologies 18
Concur Training – Employee Lunch 3/3/2015 Transtar Autobody Technologies 19
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 20
Concur Training – Airline Fees 3/3/2015 Transtar Autobody Technologies 21
Concur Training – Airline Fees 3/3/2015 Transtar Autobody Technologies 22
Concur Training – Approval Process • Submit Expense Report by 10 am 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 23
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 24
Concur Training – Itemizing Expenses 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 11/1/2020 Transtar Autobody Technologies 31
Concur Training – Itemizing Expenses 11/1/2020 Transtar Autobody Technologies 32
Concur Training – Itemizing Expenses 11/1/2020 Transtar Autobody Technologies 33
Concur Training – Itemizing Expenses 11/1/2020 Transtar Autobody Technologies 34
Concur Training – Itemizing Expenses 11/1/2020 Transtar Autobody Technologies 35
Concur Training – Itemizing Expenses Receipt Image Required 11/1/2020 Transtar Autobody Technologies 36
Concur Training – Mobile Preview 3/3/2015 Transtar Autobody Technologies 37
Concur Training – Mobile Preview Uploads to receipt store 3/3/2015 Transtar Autobody Technologies Pre-stage for expense report 38
Concur Training – Mobile Preview 3/3/2015 Transtar Autobody Technologies 39
Concur Training – Mobile Preview 3/3/2015 Transtar Autobody Technologies 40
Concur Training – Mobile Preview To Check Report Status 3/3/2015 Transtar Autobody Technologies 41
Concur Training – Mobile Preview 11/1/2020 Transtar Autobody Technologies 42
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 • • • 11/1/2020 Transtar Autobody Technologies 43
Concur Training - Expense Reporting Select Device Type 3/3/2015 Transtar Autobody Technologies 44
Concur Training – Mobile App Link https: //www. concur. com/enus/mobile? pid=ppc&cid=us_goo_web_ex_concur_mobile&mkwid=se. Lx 5 g 3 O l&pcrid=13921548002&pmt=e&pkw=concur%20 mobile&pplac= 3/3/2015 Transtar Autobody Technologies 45
Concur Training - Expense Reporting 3/3/2015 Transtar Autobody Technologies 46
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