Concur Training June 6 2019 REPORTING Enhancements Coming

Concur Training June 6, 2019 - REPORTING Enhancements Coming

Reporting Enhancements – a Closer Look 1

Reporting Enhancements - Request Report Name Enhancement Completed Enhancement in Development Comments Approved Travel Request by Employee Prompt for Date Range Adding Speed Type Multiple Employees can be selected or can be left Blank Approved Requests • • Speed Type Prompt for Policy & Date Range Adding Report Header Comments Pending Approval Requests • • Speed Type Prompt for Policy & Date Range Adding Report Header Comments 2

Reporting Enhancements - Expense Report Name Enhancement Completed Approved Transactions with Header Comments • • CC, DBC & Reimb Trip Details Business Justification Date Prompt Approved Transactions with Line Comments • • • CC, DBC & Reimb Trip Details Business Justification Date Prompt Line Comments Enhancement in Develop Comments Download to Excel Report NOT downloading to Excel (Due to formula to bring in line comments & not duplicate Amount) 3

Reporting Enhancements – Expense Report Name Enhancement Completed Enhancement in Develop Comments Submitted Pending Approval Transactions • • • CC, DBC & Reimb Trip Details Business Justification Adding Line Comments are available in Approved Transactions Report Unsubmitted Transactions • • • CC & DBC Trip Details Business Justification Adding Line Comments are available in Approved Transactions Report Unassigned Transactions • CC & DBC Expense Report by Speed Type Prompt for Date Range Adding Report Header Comments are available in Approved Transactions Report Approved Expense Report by Employee Date Range & Multiple Employees 4

Thank You Questions ? askconcur@udel. edu