2 Concur Travel and Expense Training Speaker Name Here Space for client logo (remove this box with or without logo)

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

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

5 What Will It Do for Me? Provides intuitive screen design Provides you with a seamless travel and expense experience Saves you time submitting expense reports and leads to quicker employee reimbursement and timely credit card payments No need for paper or faxing receipts when you use Concur Smart Expense vendors or Concur mobile Fewer receipts to track which lowers the possibility of losing a receipt Saves time by pre-populating corporate card data and associating the data to an expense report Sends notifications regarding the status of approvals and payments Faster expense report processing

6 The Travel and Expense Report Process Resubmit a report Rejected report sent to Accounting Review pre-populated e-receipts Submit report for approval Approving Manager reviews report Partially approved/ rejected report sent to Accounting Authorized report sent to Accounting Accounting authorizes payment Employee Reimbursement Card Remittance Book a Trip Use Smart Expense Vendors

7 Status Updates & Approval Notifications Status Updates are sent via every time you make a travel reservation or your expense report status changes –Travel: Sending to Agency, Confirmed, Issued, Ticketed, Upcoming Travel –Expense: Submitted and Pending Approval, Sent Back, Approved & in Accounting Review, Processing Payment, Paid Note: Status change s are only sent if the traveler has selected this feature messages contain the URL to Concur Travel and Expense Approval Notifications are sent to your manager when your report is ready for approval

8 Concur Automated Payments Reimbursement will occur via (i.e. Company Check, Expense Pay, ADP Payroll) (i.e. Daily, Weekly, Monthly, Twice a month) payments will be (i.e. Paid by Company or Paid by Traveler)

9 Concur Travel and Expense Training Demonstration

10 Concur Travel & Expense Rollout Schedule Division/Company Wide Rollout – 200x Existing Travel and Expense System/Process Cut-off – 200x No travel reservation accepted in the old system after – 200x No expense reports accepted from old system after – 200x For Concur Travel & Expense questions and help: – (i.e.

11 Questions?