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Wed 18 Oct 2023
11:00 - 12:45

Venue: Via MS Teams

Provided by: Finance Training


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Concur visitors - Department briefing workshop
NewSpecial

Wed 18 Oct 2023

Description

This session is only for Finance Teams in the pilot departments, sessions will be available for other departments prior to the full rollout.

This session is intended for the staff in departments who will involved with setting up visitors and processing claims in Concur. It will explain the process of onboarding a visitor through to creation, submission and approval of the claims. There are many similarities with the staff expenses process in Concur but there are some key differences which will be highlighted during the session.

Target audience

Concur Finance Teams and staff who will be involved with processing expense claims for visitors

Prerequisites

A working knowledge of the Concur staff expenses system

Sessions

Number of sessions: 1

# Date Time Venue Trainer
1 Wed 18 Oct 2023   11:00 - 12:45 11:00 - 12:45 Via MS Teams Helen Parker
Objectives

This session will:

  • Define who is classified as a visitor
  • Provide an overview of the process
  • Demonstrate how to set up a visitor using the onboarding form
  • Explain the use of delegates
  • Explain the communication required with the visitor, including a review of the guidance materials available
  • Explain how the approval process
  • Explain where to find help
Aims

This session is intended primarily for the Concur Finance Teams in departments as preparation for using Concur for visitors. These staff will then be able to disseminate the information to others in the department.

Format

Webinar

System requirements

Teams

Duration

1 hour 45 mins

Related courses
Theme
Expenses

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