Use Concur to Manage Travel Expenses and Generate Timely Expense Reports
Step 1 — Ready: Mobilize
Mobile phones enable us to work everywhere and at any time. It is no surprise then that those using smart phone apps to manage travel and expense see a 28 percent shorter approval cycle.
Begin by downloading the Concur mobile app, available for iPhone, Android, Windows and BlackBerry. Concur® for Mobile complements our web-based solution, allowing the management of anything expense and or travel related, from anywhere. The mobile app speeds up and streamlines expense tracking, submissions and approvals.
Sign up for mobile access in the Web version of Concur. Login to your Concur account. Go to your profile settings, other settings and lastly, mobile registration. Once at mobile registration you can download the Concur app by sending a link to your device.
Step 2 — Set: Empty Your Receipt Drawer
Find those receipts and upload them to your expense report using the Concur mobile app or your phone’s camera.
Using the Concur Mobile App
Log in to the Concur mobile app and select “Receipt.” The app will present your phone’s camera to take a photo or click on “+ Expense.” When the new expense opens, click the “Add Receipt” button and select from Receipt Store, phone gallery and capture picture options.
Using Your Phone’s Camera
Take a picture of the receipts and store them in your phone’s photo album. Then, Android users can “Share” the image with the Concur app on an Android device. All users can email receipts (using their Concur login email) from their gallery to email@example.com to have them stored in their Receipt Store for later use.
Your mobile phone’s camera works offline, which is helpful whether you’re on a plane without wi-fi or without reception, so once you’ve regained connectivity, the Concur Receipt Store will gather your receipts.
It even works offline. So if you’re on a plane, you can capture receipts during the flight, and once you have an Internet connection again, the Receipt Store will gather them up.
Step 3 — Go: You are off and running, or submitting!
Capture receipts and upload them to your expense report.
Using the Concur Mobile App
Attach the receipt to the expense report by creating a new expense on your mobile app, using the steps above. You may open an existing expense report and make mobile edits. All of your open expense reports are accessible from your mobile app.
After entering receipts, submit your expense report. You’re that much closer to reimbursement.
Using the Receipt Store
Email receipt photos or PDF attachments to firstname.lastname@example.org from your registered email address. The next time you start an expense report, your receipts are in the mobile app (or the desktop version), ready to be matched to the appropriate expense.