PPT-Concur Training May 28, 2019 - REPORTING

1 Reporting Enhancements a Closer Look 2 Reporting Enhancements Request Report Name Enhancement Completed Enhancement in Development Comments Approved Travel Request by Employee Prompt for Date Range . Register for Concur Mobile app prior to using My Concur Profile Mobile Registration x Know your funds details Chart Fund Program If unsure check with your finance administrators x When scanning receipts do not scan all receipts into one document as V-JSAT2-May-15SUN3-May-15MON4-May-15V-BTUE5-May-15V-L/BV-JWED6-May-15THU7-May-15FRI8-May-15V-L/BV-JSAT9-May-15SUN10-May-15MON11-May-15V-BTUE12-May-15V-L/BV-J13-May-15THU14-May-15FRI15-May-15V-L/BV-JSA Presented by: Amy Lavin & Teri Cook. Why Concur?. Manual Paper Driven Process. Error prone. Travel Agencies. Authorizations and Approvals. Compliance. Some of the Universities that are using Concur. If you have any questions about running reports or what data the reports will return, please call 9798458772 or email travel@tamu.edu To log onto Concur:1.Start your browser and enter the following URL in the address bar: www.princeton.edu/concur2.On the CAS login page, enter your netID and password. 3.Concur opens on your My Concur Travel Discounts. Bill Murphy, Director of Sales, World Travel. Stacy Lane, National Account Manager, World Travel . Cissy Chesney, Lead Agent, World Travel. Mark Paganelli, Executive Director, Administration and Finance. Needed a better travel process. UH System RFP in November 2013. Workflow approval. E-receipts. Better management reports on travel. Software as a service (“in the cloud”). Customized to meet our needs. Concur Training . Please refer questions about Concur to:. . Angelita. Negron-Nieves. District 46 Finance Manager. Email: . Concur@Toastmasters46.org. Expenses reports can be submitted anywhere and at anytime . Agenda. Overview of Concur. Setting up your profile. Creating expense reports. P-Card . and out-of-pocket expenses. How to capture receipts. The . delegate process. Approving reports. Getting help. Benefits of Concur. Travel Discounts. Bill Murphy, Director of Sales, World Travel. Stacy Lane, National Account Manager, World Travel . Cissy Chesney, Lead Agent, World Travel. Mark Paganelli, Executive Director, Administration and Finance. GOGO Overview to get online while in the air, keeping them connected. Using the Gogo exclusive network and services, passengers with laptops and other Wi - Fi enabled devices can get online on more Multifaceted: Having many aspects, many-sided, various. Identify the important questions to ask and answer to get your ducks in a row. Look at resources to help navigate student travel. Review procedures to process different types of student travel. Presented by. A. ccounts Payable (AP). Overview of Training. What is Concur?. Logging into Concur. Concur Homepage. Accessing Concur training site. Concur Training Site. Training Videos. Training Guides . Concur Travel and Expense Management Kacy Marume Current State of Travel and Expense Management Connexxus Problems with Current State Separate Systems Custom Dev. Solutions Connexxus Adoption Priorities: End-user experience/enhanced