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