CONCUR USER JOB AID –CONCUR TRAVEL &...
Transcript of CONCUR USER JOB AID –CONCUR TRAVEL &...
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Quick Start GuideConcur is the one-stop shop for submitting expense reports. This Quick Reference Guide can be used to help assist in creating new reports,
logging expenses, and submitting for reimbursement. Please reference the MNAO Expense Policy guidelines for more information on incurring
expenses.
For questions, please contact The Mazda Systems Helpdesk: 949-727-6434 or x76434-option6
CONCUR USER JOB AID – CONCUR TRAVEL & EXPENSE MANAGEMENT
Getting Started in Concur
You can access the Concur website
through the MNAO intranet. You can
log onto Concur using your Single
Sign-On (SSO) login information.
Incurring / Paying For Expenses
Employees who have been issued a
corporate JP Morgan Chase (JPMC)
credit card (often referred to as a
“Travel and Expense,” or “T&E” card)
are required to use it for all MNAO
business travel transactions.
Personal credit cards may be used
only when the JPMC credit card is
not accepted by the merchant.
When to Log an Expense Report
All expense reports should be
submitted via Concur (there is no
alternative method for submitting an
expense report). Expense reports
must be completed in a timely
fashion (generally, immediately after
each period, with a minimum 15-day
intervals for frequent travelers).
Employees who do not travel
extensively are encouraged to
submit an expense report once a
month.
MNAO Concur Support
You will be able to find training documentation and videos specific to MNAO’s Concur site on the MNAO intranet. If
you have any issues with Concur, please log a ticket with the Mazda Helpdesk. Further information on Concur
support is detailed on page 6.
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Concur HomepageThe Concur Homepage is your central hub for all Concur activities – you can access Expense, Approval and Profile pages. You can also view
outstanding expense tasks and view statistics on your expense activity.
For questions, please contact The Mazda Systems Helpdesk: 949-727-6434 or x76434-option6
Use the Menu Bar to select
which section you would like
to go to:
Travel – directs you to a tab
where you can book travel
including flights, hotels, and car
rentals
Expense – takes you to the
section where you can view,
create, edit or import expenses
into reports
App Center – lists additional
mobile apps that you may find
useful
Approvals – view outstanding
reports for approval (Approvers
Only). See Approver Step-by-
Step Guide for further detail.
Use the homepage to book
and view Travel:
Trip Search – provides a quick
view of tools you need to book
a trip
My Trips – view upcoming trips
that you have booked through
Concur
Help – view Training
Videos, Travel Help
Guides, and Expense Help
Guides
Profile – update your
personal information and
preferences
Use the Quick Task Bar
for quick access to
commonly used tasks:
Start a Report – create a
brand new expense report
Required Approvals –
view outstanding reports
and trips awaiting your
approval
Available Expenses – view
expenses that can be
added to a new expense
report
Open Reports – view any
unsubmitted or returned
expense reports
CONCUR USER JOB AID – CONCUR TRAVEL & EXPENSE MANAGEMENT
Use the My Tasks section
to view more detailed
information on Required
Approvals, Available
Expenses, and Open
Reports
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ProfileThe Profile page contains your personal information including email addresses, Expense delegates and more. Please update your profile as your
information and preferences change.
For questions, please contact The Mazda Systems Helpdesk: 949-727-6434 or x76434-option6
The first time you login to Concur you should update each
section of your profile.
E-mail Address
Verify the e-mail address you would like to use to be able to receive travel updates and send receipts from (e.g., MNAO email,
personal account, etc.). To Verify, click Verify and an email is sent to your email address with a code. Once you enter the code,
the email address is verified.
Mobile Registration
Download the Concur app for:
E-Receipt Activation
In order for receipts from travel arrangements booked in Concur to easily flow through to your Available Expenses, you need to
activate E-Receipts. Click the E-Receipt Activation link and I Accept in order to enable this function.
Note: Please see the Mobile Application Guide for more information.
Expense Delegates
You can allow someone to prepare and submit
expenses reports on your behalf. If you are an
approver, you can also assign someone to review
and approve on your behalf as well (e.g., when you
are on vacation).
CONCUR USER JOB AID – CONCUR TRAVEL & EXPENSE MANAGEMENT
Company Car
Employees are responsible for registering their
demo, department or lease vehicles in Concur in
order to be properly reimbursed for company car
mileage. To register your car, enter the Vehicle ID
(VIN #) and Vehicle Type.
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Create an Expense ReportUse Concur to create expense reports and enter expenses and attach receipts. Required receipts must be attached prior to submitting an
expense report. This section will describe how to create an expense report and to manually add expenses
For questions, please contact The Mazda Systems Helpdesk: 949-727-6434 or x76434-option6
Create Expense Report
Enter Expenses
2a. Enter Manual Expenses
To log an expense that was not paid for
using the corporate card, click New
Expense and select the appropriate
expense type. You can select an expense
type from the list or use the search bar.
CONCUR USER JOB AID – CONCUR TRAVEL & EXPENSE MANAGEMENT
1a. Enter Report Name - Choose a report name (e.g., “May 2015 P1 Expenses” or
“2015-05-P1 Expense Report”) to help identify the report. The name is how you can
search and obtain past expense reports.
1b. Enter Business Purpose - Enter a Business Purpose that helps describe the report
as a whole (e.g., “Business Trip to Chicago Dealer”). Field required in Concur
Fill out all of the required fields for the
expense. Note: different expense types may
have different required fields.
• Transaction Date: the date of the
transaction (check-out date for most
hotels)
• Enter Vendor Name: the name of the
vendor (may be a dropdown for some
expense types)
• City of Purchase: the city the expense
occurred
• Payment Type:
• Paid by Employee (out-of-pocket
expenses)
• Corporate T&E Card (JPMC
corporate card charges)
• Comment: some expense types require
additional notes
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Create an Expense ReportUse Concur to create expense reports and enter expenses and attach receipts. Required receipts must be attached prior to submitting an expense
report. This section will describe how to import smart expenses, handle specific expense types, and how to finalize your report for submission.
For questions, please contact The Mazda Systems Helpdesk: 949-727-6434 or x76434-option6
2d. Mileage Expenses
For Mileage expenses, you will need to enter mileage either
by tracking your odometer or by using the Mileage Calculator.
For Company Car Milage, please indicate if a segment is
personal or business travel. You can consult the MNAO
Expense Policy guidelines for information on how to
differentiate personal/business mileage.
2c. Itemize Hotel Bill
If you are expensing a hotel bill, itemize your hotel bill to separately identify room charges,
meals, personal items, etc. You can also forward hotel bills to [email protected] in order
to create an itemized Smart Expense.
Add Attendees
If applicable, add Attendees to the expense.
• New Attendee: Add business guests or personal guests to your
report by selecting New Attendee.
• Advanced Search: Use Search to search for previously added
attendees or employees.
Smart Expenses With Attendees
You can also add [email protected] to calendar invites in Outlook
to create Smart Expenses with attendees included.
CONCUR USER JOB AID – CONCUR TRAVEL & EXPENSE MANAGEMENT
2b. Import Smart Expenses
Smart Expenses are entries already created due to using your corporate card ( )
booking travel in Concur ( ), or using e-Receipt ( ). On the
Manage Expenses section, scroll down to Available Expenses to view all Smart
Expenses. Click Smart Expenses to add to a report and then Move, to select which
report to import the expenses. You can also drag and drop available expenses onto
a report tile to add it to that report.
• For duplicate Smart Expenses (e.g., booked through Concur and paid on
Corporate Card), select the expenses and click Match.
Attach Receipts
There are a few ways to attach a
receipt to an expense
1. Click Attach Receipt when
viewing an expense and upload
the receipt image (jpeg, pdf, etc.)
2. Enable e-Receipts via the Concur
Profile and import
3. Attach receipts uploaded to the
Receipt Store.
Submit Expenses
In order to be reimbursed for
expenses, make sure to submit your
report when it is ready for approval.
Receipt Store
You can upload receipts to the Receipt Store for later
use. There are a few ways to upload receipts:
1. Click Upload Receipts in the Quick Task Bar
2. Click Upload New Receipt in the Expense Tab
3. Forward receipts to [email protected]
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Expense Status and SupportThe approval and payment status of expense reports can be monitored by each user. Users can also reference standard Concur Help guides and
videos for additional assistance.
For questions, please contact The Mazda Systems Helpdesk: 949-727-6434 or x76434-option6
Concur Help & Support
For further assistance with using Concur, please utilize the following:
Expense Report Approval / Submission Status
All expense reports within your queue displays both a submission status as
well as payment status to assist you in monitoring your report status.
Expense Report Approval Flow
Users can also review the approval flow for each
expense report by going into each report and
viewing the Approval Flow.
1. Open a specific report.
2. Click Details, then Approval Flow.
Note: the Audit Trail button can be used to view
any changes made to a report.
3. Review the approval flow of each specific
report and verify that your direct manager
and/or the required approving manager has
approved the report through the report status.The Status of the report is always one of the following:
• Not Submitted – User must submit report for approval
• Submitted and Pending Approval – Report has been submitted but is pending
manager approval
• Returned – The report has been sent back to the employee and requires edits and
re-submission
• Approved & In Accounting Review – Report has been approved by manager and is
pending processing by Accounts Payable
• Approved – Report has been processed and finalized by Accounts Payable
Expense Payment Status
The Payment Status of the report is always one of the following:
• Not Paid – Report has not yet been processed by Accounts Payable
• Processing Payment– Report has been processed and is awaiting confirmation
• Payment Confirmed – Direct deposit has been made into the user’s account
1. Reference the training materials that
have been provided
2. Click the Help function from
your Concur page.
From this page, you can access specific
instructional videos (Training) as well as
step by step guides for completing
processes (Expense Help), such as:
• Training>Introduction to Expense
• Training>Itemizing Expenses
• Expense Help>Adding Expenses
• Expense Help>Attaching Receipts
CONCUR USER JOB AID – CONCUR TRAVEL & EXPENSE MANAGEMENT
Report Library
To review all past expense reports that are no longer
active, go to the Report Library and choose an option
from the View Reports dropdown.
Note: These training videos and documents are standard Concur
documentation and are not specific to MNAO’s Concur site.