Getting Started Guide

Getting Started Guide
Getting Started Guide
Logging in to Concur T&E
Access Concur Travel & Expense
Navigate to:
https://www.concursolutions.com
Enter your User Name and
Password.
Click Login.
Retrieve or Change a Password
If you have forgotten your password, on the login page, click the Forgot your
password? link.
As needed, you can also change your password by clicking Change Password in your
Profile. To change your password in your Profile:
Enter and confirm your new
password. (It must be at least 7
characters with at least one number
and one letter.)
Enter a hint for the
password.
Click Submit.
2
Navigating
Use Common Fields
The QuickTask bar provides
direct access to features.
(e.g. Create a new expense
report.)
A field preceded by a red line must be filled.
Highlighted text indicates a link or action.
Required
field
Date
field
List field
Alert window
Warning
window
Alert
information
The Home Page
QuickTask bar for expenses,
reports, requests, and actions.
Dashboard for expenses,
approvals, etc.
Trip Search fields. (If Concur
Travel is enabled.)
The Expense Report Page
Action buttons.
Click All reports to view all
reports.
Expense report.
3
Updating Your Profile
To avoid re-entering personal and permanent information about yourself (phone number,
contacts, credit card information etc.), complete your profile after logging onto Concur
Travel & Expense for the first time and update it whenever your information changes.
Access your profile page
Access via Profile >
Profile Settings.
Complete your profile information
Your Information (validate
personal information such as name,
address, phone, and emergency
contact, etc.)
Travel Settings (enter air, hotel,
and car travel preferences, enter
frequent flyer programs, enter TSA
passport information, add/remove
travel assistant, add/remove credit
cards.)
Request Settings (select request
information, add/remove delegates,
enter email settings select
approvers, add/remove attendees.)
Expense Settings (enter
expense preferences, add bank
information, enter expense delegates
and approvers, add company card
information, etc.)
4
Using Concur Travel
Enter Search Criteria
Online booking available for Flights
(One Way or Return), Hotel and Car
Rental.
Enter the arrival and departure cities.
Enter the date and time of
departure and return.
Click Search to retrieve the search
results.
Select Quote Price
Select Quote for Price to
add to the Chosen Carriers
list.
Click the Price these
options button to view
fares.
5
Using Concur Travel
Select Trip Fare
Select the desired trip.
For details on pricing
conditions, click Show Details.
Narrow the results, if
necessary, by using the
available filters.
Review and Reserve Flight
Validate the trip information. You
can modify your itinerary and
add a hotel and/or rental car.
Verify and enter any necessary
traveler information, including
frequent flyer programs.
Click View seatmap to select
your seat assignment.
Select or add a method of
payment.
Accept fare rules and restrictions.
Click Reserve Flight and
Continue.
Using Concur Travel
Confirm Your Reservation
Verify travel details. You can
add car, taxi, hotel, and wifi to
your travel itinerary.
You may have the option to
select in-flight internet service.
Click Cancel all Air if your
reservations are incorrect.
Confirm your travel reservations.
You can add your seat
assignment, or add car, hotel,
and taxi.
Click Next to continue.
Using Concur Travel
Confirm Your Reservation
Verify the name of the trip –
you can update the name, as
needed.
To send a copy of your travel
confirmation, add an email
address.
Once the information is
complete, click Next.
At this time, tickets are only reserved and unissued. Approval of the reservation is
required before issuance of the ticket (except in special cases with low cost airline
tickets)
Confirm the trip on the Trip
Confirmation page.
Click Confirm Booking to
confirm, or Cancel to cancel trip.
8
Creating an Expense Report
Create a New Expense Report
How to create a new Expense Report:
From the Home page, click
the New quick task bar,
and then select Start a
Report.
On the Expense page,
click Create New Report.
Complete an Expense Report
First, complete the Expense Report header
Enter the report name.
Enter the report date.
Depending on the
configuration, specific fields
can be filled.
9
Creating
anMission
Expense(Offline)
Report
Ordre de
Expense Type details
Click New Expense to
create a new expense.
Select an expense type.
Enter required expense
fields.
To delete an unsubmitted
report, click the check
box, and click Delete
10
Click Save. You can also
Itemize, Allocate, Attach
Receipt, and Cancel.
Creating an Expense Report
Move Expenses to Current or New Expense Reports
Click Import and then click
Charges & Expenses.
Select one or more lines of
expenditure to add to the
expense report.
Click Move to move to an
existing or new expense report.
This symbol
expenses
automatically appears under the date of the the imported credit card
Submit an Expense Report for Approval
Once the expense report is
complete, click Submit
Report to send it the
approver.
Review notes and click
Accept & Submit.
11
Creating
anMission
Expense(Offline)
Report
Ordre de
View Details and Manage Receipts
Click Details to view the report
header, totals, the audit trails,
approval flow, allocations, and
comments
Click Receipts to view required
receipts, attach receipt images, view
receipt store, view a missing receipt
affidavit, or delete receipt images
Print an expense report
Click Print/E-mail and then
Detailed Report.
Click Print, optionally you
can view the report in PDF
format, email the report, or
close the report.
12
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