Valerie O’Dell March 2012

1. Space for client logo (remove this box with or without logo) Concur Expense Training Valerie O’Dell March 2012

2. Agenda • What is Concur Travel & Expense? • What will it do for me? • The Expense Reporting Process • Status Updates & Approval Notifications • Concur Expense Reimbursement • Concur Expense Demonstration • Concur Expense Rollout Schedule • Questions

3. What Will It Do for Me? • Provides intuitive screen design • Provides you with a seamless travel & expense experience • Saves you time submitting expense reports and leads to quicker reimbursement • No need for paper or faxing receipts when you use Concur Smart Expense vendors • Fewer receipts to track which lowers the possibility of losing a receipt • Sends email notifications regarding the status of approvals and payments • Faster expense report processing

4. The Travel & Expense Report Process Submit report for approval Approving Managerreviews report Authorized reportsent to Accounting Accounting authorizes reimbursement Resubmit a report Partially approved/rejected report sent to Accounting Rejected reportsent to Accounting Reimbursement

5. Status Updates & Approval Notifications • Status Updates are sent via email every time you make a travel reservation or your expense report status changes • Expense: Approved, Rejected, Resubmitted, and Authorized for Payment Note: Approved and Authorized for Payment emails are only sent if the traveler has selected this feature • Email messages contain the URL to Concur Travel & Expense • Approval Notifications are sent to your manager when your report is ready for approval

6. Concur Expense Reimbursement • Reimbursement will occur via check or direct deposit (EFT) • Reimbursement will occur within 3 – 5 business days after approval of expense.

7. Thank You Questions