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

Concur Expense Reporting Before we get started Have you... – Successfully logged in to Need help with logging in? – Downloaded the app for your smart device?

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

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

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

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

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

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

Concur Expense Reporting Expectations

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

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

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

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

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

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

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

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

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

Concur Expense Reporting Reports are easy! 5.Add expenses

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

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

Concur Expense Reporting Hands On! Use the app Login to Ask questions

Concur Expense Reporting Concur Online is easy! Login to Open the Expense tab

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

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

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

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

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

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

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

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

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

Concur Expense Reporting Concur Online is easy! Submit or Delete

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

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

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:

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

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

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

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)

Concur Expense Reporting Did we meet your expectations?expectations

Concur Expense Reporting Feedback About the training? About Concur... – On the smart device? – On the web? Please take our short survey KyGCdpNhQQtjmZNsIsrH2CBOjM/viewform KyGCdpNhQQtjmZNsIsrH2CBOjM/viewform

Concur Expense Reporting Thank you! You have the right stuff