Concur Expense Reporting Demo Guide

“Finance can see that the Sales team is 18% over travel budget this quarter. With Concur, you spot trends before they blow the budget. You can even set automatic alerts for excessive overtime or duplicate submissions.” Step 6: Employee Reimbursement & Receipt Archive Screen: Sarah’s mobile – “Reimbursement sent” notification

Alex pulls a report: “T&E Spend – Last 30 days.” Charts show top vendors, out-of-policy trends. concur expense reporting demo

“Sarah adds the business purpose — ‘Q3 strategy dinner with client’ — and attaches the receipt image. She can also log mileage by letting her phone track the route, or import corporate card charges automatically.” “Finance can see that the Sales team is

“Concur logs the approval trail for auditors. David can also approve from mobile while commuting.” Step 4: Finance Review & Export Screen: Concur Intelligence & Processing Queue “Sarah adds the business purpose — ‘Q3 strategy

Expense created in 30 seconds. No manual typing of merchant or amount. Step 2: Submitting for Approval (Web UI) Screen: Concur web dashboard – “Available Expenses” list

Demo Duration: ~5 minutes Target Audience: Finance managers, frequent travelers, new employees Key Focus: Automation, mobile capture, policy compliance, reimbursement speed Introduction Speaker: “Manual expense reports are slow, error-prone, and frustrating for everyone. Concur Expense automates the entire lifecycle. Let me show you how an employee submits a report, how a manager approves it, and how finance closes the books — all in real time.” Step 1: Capturing Expenses on Mobile (Employee POV) Screen: Concur Mobile App – Camera view

“From finance, Alex sees all approved reports. Concur automatically calculates tax reclaimable amounts — here, $15.75 VAT on the dinner. No manual spreadsheet work.”