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Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Welcome to Concur Expense Reporting: Lets get started Rollout Training July 14 September 1, 2014 Susan Davis Viqui Dill Slide 2 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Before we get started Have you... Successfully logged in to https://www.concursolutions.com? https://www.concursolutions.com Need help with logging in? email SDavis@woodmark.comSDavis@woodmark.com Downloaded the app for your smart device? https://play.google.com/store/apps/details?id=com.concur.breeze https://itunes.apple.com/us/app/concur-travel-receipts-expense/id335023774 https://play.google.com/store/apps/details?id=com.concur.breeze https://itunes.apple.com/us/app/concur-travel-receipts-expense/id335023774 Slide 3 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Icebreaker Who is this guy? Chuck Yeager first human to travel faster than sound What was the year? 1947 Slide 4 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Icebreaker Who is this guy? Alan Shepard first American in space What was the year? May 5, 1961 Slide 5 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Icebreaker Who is this guy? Yuri Gagarin first human in space What was the year? April 12, 1961 Slide 6 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Icebreaker Who is this guy? Neil Armstrong first human on the moon What was the year? 1969 Slide 7 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 8 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Agenda Rolling out Concur Changes from GERS to Concur Concur smart phone app Receipts Expenses Reports Hands on Questions & feedback Slide 9 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Expectations Slide 10 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 11 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com About the changes from GERS Concur works on the road Concur works on the computer One-for-one receipts are easier to review Slide 12 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Lets get started! Open up the Concur app on your smart device Receipts Expenses Reports Approvals Slide 13 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Receipts are easy! 1.Tap the Receipt icon 2.Take a picture 3.Tap Done or Slide 14 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Receipts are easy! 4.Wait for the upload 5.Refresh the Receipts store 6.Go back to the Home screen Slide 15 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Expenses are easy! 1.Tap the Expenses icon Corporate charges will be loaded automatically 2.Tap an expense to add a receipt Slide 16 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 17 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 18 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Reports are easy! 3.Fill in the report information 4.Tap Save Slide 19 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Reports are easy! 5.Add expenses Slide 20 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Reports are easy! 6.Clear out any red warnings 7.Leave comments for any yellow warnings Slide 21 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Reports are easy! 8.Submit the report 9.Refresh the screen to see the active reports Slide 22 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Hands On! Use the app Login to https://www.concursolutions.comhttps://www.concursolutions.com Ask questions Slide 23 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! Login to https://www.concursolutions.comhttps://www.concursolutions.com Open the Expense tab Slide 24 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! View Charges Company Card Charges are pulled automatically Slide 25 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! View Reports Open, create, delete, copy, and import expenses to a report Slide 26 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! Create a New Expense Report Use the wizard to create a new report online Slide 27 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! View Receipt Store View, add to report, upload or email receipts Slide 28 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! Approve Reports View, search, sort Slide 29 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! Report title with toolbar add Quick Expenses and update Details Slide 30 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 31 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 32 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! Receipt Store Hide and display Attach Upload Email Receipt Store Hide and display Attach Upload Email Slide 33 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Concur Online is easy! Submit or Delete Slide 34 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 35 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 36 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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: Slide 37 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Tips and hints Use individual receipts for individual expenses Easy to review Audit friendly Smart device friendly Browser friendly Slide 38 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com 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 Slide 39 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Tips and hints Deactivate GERS and then wait for expenses to clear from your last GERS report Deactivate GERS by emailing Leanne Cook & Patti Howard Deactivate GERS Approvers: Wait until all your reports have transitioned before you deactivate GERS Slide 40 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Any more questions? Get help online http://help.woodmark.com/Concur http://help.woodmark.com/Concur help.woodmark.com > Concur help.woodmark.com WIN > Online Help > Concur Get help by phone or email Susan Davis sdavis@woodmark.com (540) 535-7744sdavis@woodmark.com Viqui Dill vdill@woodmark.com (540) 303-0323vdill@woodmark.com Slide 41 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Did we meet your expectations?expectations Slide 42 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Feedback About the training? About Concur... On the smart device? On the web? Please take our short survey https://docs.google.com/forms/d/1EXu53jongY9t4MLk- KyGCdpNhQQtjmZNsIsrH2CBOjM/viewform https://docs.google.com/forms/d/1EXu53jongY9t4MLk- KyGCdpNhQQtjmZNsIsrH2CBOjM/viewform Slide 43 Concur Expense Reporting http://help.woodmark.com/Concur sdavis@woodmark.com vdill@woodmark.comhttp://help.woodmark.com/Concursdavis@woodmark.comvdill@woodmark.com Thank you! You have the right stuff