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Concur Travel and Expense. January 25, 2012. Agenda. What is Concur Travel & Expense? What will it do for me? Getting Help INROADS Travel and Expense Policies Updating Your Profile The Travel Reservation Process The Expense Reporting Process Status Updates & Approval Notifications

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Concur Travel and Expense


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    Presentation Transcript
    1. Concur Travel and Expense January 25, 2012

    2. Agenda What is Concur Travel & Expense? What will it do for me? Getting Help INROADS Travel and Expense Policies Updating Your Profile The Travel Reservation Process The Expense Reporting Process Status Updates & Approval Notifications Concur Expense Demonstration Questions

    3. What is Concur Travel & Expense? Concur Travel & Expense delivers One Touch Business TravelTM by integrating travel reservations in expense reporting data in one application. Concur Smart Expenses match travel itinerary information, corporate card data and e-reciepts from participating travel suppliers resulting in completely trusted, guaranteed transactions with no need for auditing

    4. 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 • Saves time by pre-populating corporate card date and associating the data to an expense report • Sends email notifications regarding the status of approvals and payments • Faster expense report processing

    5. Getting Help • CarlsonWagonlt • (800) 786-5358 • Training portal • http://www.concurtraining.com/customers/corpedtraining/index.asp

    6. INROADS Traveland Expense Policies • Quarterly travel template still required • Click on Travel -> Policy to view programmed booking rules • Air • Charged to INROADS Corporate AMEX • “INROADS BTA DO NOT MODIFY” • Rental Car • Direct billed • Avis or Enterprise • Hotel • Billed to your personal or business credit card • Centrally billed • Policy for special cities

    7. Updating Your Profile • Profile must be updated prior to making travel arrangements • Personal Info • Your name must match the name found on your State issued ID • Frequent Travel Programs • Credit Card Maintenance • INROADS AMEX “INROADS BTA DO NOT MODIFY” • Must be the default for Air and Rail travel • Personal or Business Credit Card • Must be the default for Hotel reservations

    8. The Travel & Expense Report Process Reserve Books a Trip Use Smart Expense Vendors Approving Managerreviews report Authorized reportsent to Accounting Reviews pre-populated e-receipts Accounting authorizes reimbursement Resubmit a report Partially approved/rejected report sent to Accounting Rejected reportsent to Accounting Submit report for approval Reimbursement

    9. Status Updates & Approval Notifications • Status Updates are sent via email every time you make a travel reservation or your expense report status changes • Travel: Travel Itinerary, Ticketed, Upcoming Travel • Expense: Approved, Rejected, Resubmitted, and Authorized for Payment • Email messages contain the URL to Concur Travel & Expense • Approval Notifications are sent to your manager when your report is ready for approval

    10. Concur Travel & Expense Training Demonstration

    11. Thank You Questions