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Accessing ExpenseIt and TripIt Pro Features in Concur

September 1, 2023 by JoyAnswer.org, Category : Technology

How do I open expenseit or TripIt pro in concur? Learn how to open ExpenseIt and TripIt Pro features within the Concur app. This guide provides instructions for accessing these useful tools for expense management and travel planning.


Accessing ExpenseIt and TripIt Pro Features in Concur

How do I open expenseit or TripIt pro in concur?

To access ExpenseIt and TripIt Pro features within the Concur platform, you typically need to have the relevant subscriptions or access granted by your organization's administrator. Here are the general steps to access these features:

ExpenseIt:

ExpenseIt is a feature that allows you to capture and manage receipts more easily.

  1. Log In to Concur: Go to the Concur platform and log in using your username and password. Make sure you have the necessary permissions to access ExpenseIt, as this feature may require an additional subscription.

  2. Navigate to Receipts: Once you're logged in, look for the "Receipts" or "Expenses" tab in the Concur dashboard.

  3. Use ExpenseIt: Within the "Receipts" or "Expenses" section, you should find an option to use ExpenseIt. This typically involves taking pictures of your receipts using a mobile app or uploading digital receipts.

  4. Submit Expenses: After capturing receipts with ExpenseIt, you can link them to your expense reports or manually create reports.

TripIt Pro:

TripIt Pro is a travel itinerary and planning service that can be integrated with Concur.

  1. Log In to Concur: Log in to the Concur platform with your credentials.

  2. Link Your TripIt Pro Account: If your organization has a subscription to TripIt Pro and it's integrated with Concur, you may be able to link your TripIt Pro account. Look for an option to connect or link your TripIt Pro account within the Concur settings.

  3. Access Your Travel Plans: Once your TripIt Pro account is linked, you can access your travel itineraries and plans within Concur. This can include flight details, hotel reservations, and other travel-related information.

  4. Trip Management: Use TripIt Pro's features for managing and organizing your trips directly within Concur.

Please note that access to these features may vary depending on your organization's Concur setup and the subscriptions they have in place. If you're unsure about how to access ExpenseIt or TripIt Pro within Concur or if you encounter any issues, it's a good idea to reach out to your organization's Concur administrator or IT support for assistance. They can provide guidance on how to use these features effectively based on your organization's specific configuration.

Tags ExpenseIt , TripIt Pro , Concur App

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