concur expense training - american legion auxiliary · serving veterans, their families and their...

Serving veterans, their families and their communities 1

Concur Expense Training

Serving veterans, their families and their communities

Introductions

Nicole Chernish, Travel Logistics Planner

Stephanie Abisi, Special Projects & Operations Administrator

Meetings@ALAforVeterans.org

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Serving veterans, their families and their communities

What should we expect to learn?

-  Overview of Concur Expense

-  Why the switch?

-  Step by step instructions

-  Question and answers

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Serving veterans, their families and their communities

Concur Travel

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Serving veterans, their families and their communities

Concur Expense

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Serving veterans, their families and their communities

Why the switch?

-  Convenience-  Fewer errors-  Travel policy compliance-  Potentially faster turn around-  Reduces misplaced receipts-  Easier auditing process

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Serving veterans, their families and their communities

How to Log In

www.concursolutions.com

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Serving veterans, their families and their communities

First time to log in-VERIFY EMAIL ADDRESS

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Serving veterans, their families and their communities

Starting a report

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Serving veterans, their families and their communities

If travel booked through Concur or Travel Leaders

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Serving veterans, their families and their communities

If travel booked through Concur or Travel Leaders

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Serving veterans, their families and their communities

Driving or did not use ALA to arrange travel?

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Serving veterans, their families and their communities

Driving or did not use ALA to arrange travel

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Serving veterans, their families and their communities

Adding mileage to your report

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Serving veterans, their families and their communities

Adding mileage with Mileage Calculator

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Serving veterans, their families and their communities

Adding expenses that require receipts

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Serving veterans, their families and their communities

Adding expenses that require receipts

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Serving veterans, their families and their communities

Adding expenses that require receipts

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Serving veterans, their families and their communities

Adding expenses that require receipts

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Serving veterans, their families and their communities

Ready to submit?

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Serving veterans, their families and their communities

Ready to submit

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Serving veterans, their families and their communities

After report submitted

–  Processing system same as paper report–  15 business day lead time–  Automatic emails with process updates–  Special processing requests, please let us know–  One report per person

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Serving veterans, their families and their communities

What happens now?

•  If there are mistakes:–  Sent back through the system with instructions on how to correct–  Events Team may email you –  Correct and resubmit

•  Several levels of auditing, including all of accounting

•  Report processed, check cut and mailed within 15 business days

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Serving veterans, their families and their communities

QUESTIONS?

•  No smart phone or scanning capabilities? Please meet in the back after session.

•  Curious about the Concur app? If interested, we can go through the app after website questions are answered.

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