Enhanced User Interface Training

All Users will switch to the Enhanced User Interface January 30, 2015

Why is Concur changing?

The evolution…

• • • • •

Updating the interface users access for Travel and Expense Designed with the user in mind Faster “Work to Zero” report creation, rapid approvals Easier access to feature for every product, any device, anytime This is a interface change only, the database with information is not changing

Concur App • No enhancements were made to the mobile apps. • Menus will automatically adjust to screen size on iPad and tablets.

Take a Tour The first time you log into the enhanced UI, you will be invited to take a tour.

Miss the tour?

Click Help, Take a Tour to view it again.

Let’s take the tour!

Click “I’m done” to end the tour.

“Work to Zero� = the task list Work to Zero

Your task lists

“Work to Zero” for Approver Approver’s Work to Zero

Your task lists

Overall view of Expense page

Expense Report

Accessing Your Profile

Your Profile Menu

Your Profile 1. Be sure to keep your Contact Info up to date 2. Verify your email address to send receipt images to your Available Receipts 3. Be sure to keep your Emergency Contact up to date

Your Profile 1.

2.

3.

Travel Enhancements • Trip Summary shows you where you are in the booking process • Consolidated workflow to book a trip.

• Trip costs and other important details are clearly visible

Air Results

Travel Details Page

Trip Confirmation

Finished!

Hotel Results Page

Hotel Details

Be sure to review Rate details/Cancellation policy to see if the hotel room rate varies over your stay or if they require a deposit!

Rate Details and Cancellation Policy An example of a hotel that requires a deposit.

Please note: “RESERVATION CANNOT BE CANCELED”

Reserving Your Hotel • • • •

Once you Reserve Hotel and Continue, your reservation is processed with the hotel.

If a deposit is required, the credit card will be charged for this amount at this time.

You must continue the reservation in Concur until you reach Finished!

If you receive notification from Concur that your deposit required reservation was cancelled, please contact your Zags Travel & Expense System Administrator x 5615 or Anthony Travel for assistance.

Hotel Travel Details Page

Enhanced User Interface • “Work-to-zero” helps you know at-a-glance what needs to be done.

• Approvals are now faster, easier and all in one location.

• The newly designed Concur Expense page streamlines expense reports by making them more intuitive.

• Enhanced, consolidated Trip Summary makes booking trips easy and intuitive.

Please contact your Zags Travel & Expense System Administrator with questions. ext. 5615 frame@gonzaga.edu