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Concur Expense Reporting

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Presentation on theme: "Concur Expense Reporting"— Presentation transcript:

1 Concur Expense Reporting Welcome to Concur Expense Reporting: Let’s get started Rollout Training July 14 – September 1, 2014 Susan Davis Viqui Dill

2 Concur Expense Reporting Before we get started Have you... – Successfully logged in to https://www.concursolutions.com? https://www.concursolutions.com Need help with logging in? – Downloaded the app for your smart device? https://play.google.com/store/apps/details?id=com.concur.breeze https://itunes.apple.com/us/app/concur-travel-receipts-expense/id https://play.google.com/store/apps/details?id=com.concur.breeze https://itunes.apple.com/us/app/concur-travel-receipts-expense/id

3 Concur Expense Reporting Icebreaker Who is this guy? – Chuck Yeager first human to travel faster than sound – What was the year? 1947

4 Concur Expense Reporting Icebreaker Who is this guy? Alan Shepard first American in space – What was the year? May 5, 1961

5 Concur Expense Reporting Icebreaker Who is this guy? Yuri Gagarin first human in space – What was the year? April 12, 1961

6 Concur Expense Reporting Icebreaker Who is this guy? Neil Armstrong first human on the moon – What was the year? 1969

7 Concur Expense Reporting Icebreaker Who are these guys? Orville and Wilbur Wright first and second humans to achieve controlled, powered and sustained heavier-than-air flight – What was the year? 1903 – Who was first? Orville

8 Concur Expense Reporting Agenda Rolling out Concur Changes from GERS to Concur Concur smart phone app – Receipts – Expenses – Reports Hands on Questions & feedback

9 Concur Expense Reporting Expectations

10 Concur Expense Reporting About the Rollout Concur Expense Report goes live July 14 th GERS cuts off in September Training in person and by TurboMeeting – Deactivate GERS now Deactivate GERS – Start using Concur Help is available help.woodmark.com/Concur or WIN > Online Help > Concur help.woodmark.com/Concur

11 Concur Expense Reporting About the changes from GERS Concur works on the road Concur works on the computer One-for-one receipts are easier to review

12 Concur Expense Reporting Let’s get started! Open up the Concur app on your smart device – Receipts – Expenses – Reports – Approvals

13 Concur Expense Reporting Receipts are easy! 1.Tap the Receipt icon 2.Take a picture 3.Tap Done or

14 Concur Expense Reporting Receipts are easy! 4.Wait for the upload 5.Refresh the Receipts store 6.Go back to the Home screen

15 Concur Expense Reporting Expenses are easy! 1.Tap the Expenses icon Corporate charges will be loaded automatically 2.Tap an expense to add a receipt

16 Concur Expense Reporting Expenses are easy! 3.Choose any of three easy ways to add 4.View the receipt at any time 5.Replace the receipt if needed

17 Concur Expense Reporting Reports are easy! 1.Tap the Expense Reports icon 2.Tap the plus sign to create a new report 3.Fill in the report information

18 Concur Expense Reporting Reports are easy! 3.Fill in the report information 4.Tap Save

19 Concur Expense Reporting Reports are easy! 5.Add expenses

20 Concur Expense Reporting Reports are easy! 6.Clear out any red warnings 7.Leave comments for any yellow warnings

21 Concur Expense Reporting Reports are easy! 8.Submit the report 9.Refresh the screen to see the active reports

22 Concur Expense Reporting Hands On! Use the app Login to https://www.concursolutions.comhttps://www.concursolutions.com Ask questions

23 Concur Expense Reporting Concur Online is easy! Login to https://www.concursolutions.comhttps://www.concursolutions.com Open the Expense tab

24 Concur Expense Reporting Concur Online is easy! View Charges – Company Card Charges are pulled automatically

25 Concur Expense Reporting Concur Online is easy! View Reports – Open, create, delete, copy, and import expenses to a report

26 Concur Expense Reporting Concur Online is easy! Create a New Expense Report – Use the wizard to create a new report online

27 Concur Expense Reporting Concur Online is easy! View Receipt Store – View, add to report, upload or receipts

28 Concur Expense Reporting Concur Online is easy! Approve Reports – View, search, sort

29 Concur Expense Reporting Concur Online is easy! Report title with toolbar add Quick Expenses and update Details

30 Concur Expense Reporting Concur Online is easy! Report Exceptions Clear out red exceptions Add comments to yellow exceptions Report Exceptions Clear out red exceptions Add comments to yellow exceptions

31 Concur Expense Reporting Concur Online is easy! Expenses list Click the expense to display details or add itemizations & receipts Expenses list Click the expense to display details or add itemizations & receipts

32 Concur Expense Reporting Concur Online is easy! Receipt Store Hide and display Attach Upload Receipt Store Hide and display Attach Upload

33 Concur Expense Reporting Concur Online is easy! Submit or Delete

34 Concur Expense Reporting Concur Online is easy! Help is here! also help.woodmark.com/Concur help.woodmark.com/Concur or WIN > Online Help > Concur Help is here! also help.woodmark.com/Concur help.woodmark.com/Concur or WIN > Online Help > Concur

35 Concur Expense Reporting Tips and hints Use the Project field in the Report Header or Report Summary to group the expenses of many employees for an event or special project like National Sales Meeting 2014 – On the web Report > Details > Report Header – On the smart device Report > Report Summary

36 Concur Expense Reporting Tips and hints Check your Profile to make sure you have the correct Cost Center – On the web Profile > Company Information > Enter your center number:

37 Concur Expense Reporting Tips and hints Use individual receipts for individual expenses – Easy to review – Audit friendly – Smart device friendly – Browser friendly

38 Concur Expense Reporting Tips and hints Approvers: – Do not send back single expenses – Always send back the whole Report – You will create a second Report – We pay by the Report

39 Concur Expense Reporting Tips and hints Deactivate GERS and then wait for expenses to clear from your last GERS report – Deactivate GERS by ing Leanne Cook & Patti Howard Deactivate GERS – Approvers: Wait until all your reports have transitioned before you deactivate GERS

40 Concur Expense Reporting Any more questions? Get help online – – help.woodmark.com > Concur help.woodmark.com – WIN > Online Help > Concur Get help by phone or – Susan Davis (540) – Viqui Dill (540)

41 Concur Expense Reporting Did we meet your expectations?expectations

42 Concur Expense Reporting Feedback About the training? About Concur... – On the smart device? – On the web? Please take our short survey https://docs.google.com/forms/d/1EXu53jongY9t4MLk- KyGCdpNhQQtjmZNsIsrH2CBOjM/viewform https://docs.google.com/forms/d/1EXu53jongY9t4MLk- KyGCdpNhQQtjmZNsIsrH2CBOjM/viewform

43 Concur Expense Reporting Thank you! You have the right stuff


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