Utilizing Concur for Mobile: Expense Management on-the-go
December 7, 2023 by JoyAnswer.org, Category : Mobile
How do I use concur for mobile? Discover how to use Concur for mobile devices. Explore the features and functionalities for managing expenses conveniently while on-the-go.
How do I use concur for mobile?
Concur is a widely used expense management software that allows users to manage their business-related expenses efficiently. Keep in mind that the specific steps may have changed since then, and it's advisable to refer to the latest version of the Concur mobile app or contact Concur support for the most accurate information. Here's a general guide on how you can use Concur for mobile:
Getting Started:
Download and Install the Concur Mobile App:
- Go to the app store on your mobile device (App Store for iOS or Google Play for Android).
- Search for "Concur" and download the Concur Mobile app.
- Install the app on your device.
Login or Create an Account:
- Open the Concur app.
- Log in with your Concur username and password.
- If you don't have an account, you may need to create one through your organization's Concur portal.
Managing Expenses:
Capture Receipts:
- Use the app to capture photos of your receipts. Concur can automatically extract information from receipts, making it easier to create expense reports.
Create Expense Reports:
- Group your expenses into reports for submission. You can do this by selecting the expenses you want to include and assigning them to a report.
Submit Expense Reports:
- Once your expenses are grouped into a report, submit it for approval according to your organization's workflow.
Additional Features:
Check Approval Status:
- Monitor the status of your submitted expense reports to see if they have been approved or if any additional action is required.
Manage Travel Plans:
- Some versions of Concur also offer features for managing travel plans, including booking flights, hotels, and ground transportation.
Review Policy Compliance:
- Ensure that your expenses comply with your organization's policies by reviewing alerts or notifications provided by Concur.
Tips:
Stay Updated: Periodically check for updates to the Concur app to access new features and improvements.
Contact Support: If you encounter any issues or have specific questions about using Concur for mobile, contact Concur support or refer to their documentation.
Training Resources: Your organization may provide training resources or documentation to help you navigate and use Concur effectively.
Remember that the steps and features may vary based on your organization's configuration and the version of the Concur app. Always refer to the specific guidelines provided by your organization or contact Concur support for assistance.
How can Concur be effectively utilized on mobile devices?
Concur can be effectively utilized on mobile devices through its dedicated mobile app available for both iOS and Android. Here are some ways to get the most out of Concur on your mobile:
Expense Management:
- Capture and store receipts: Easily take photos of receipts and upload them directly to Concur Expense for automatic extraction and categorization.
- Create and submit expense reports: Quickly create and submit expense reports on the go, eliminating the need for paperwork and manual entry.
- Track mileage and expenses: Use the Concur Drive feature to automatically track business mileage and associated expenses.
- Access expense reports and statements: View your expense reports and statements with ease, check their status, and add any missing information.
Travel Management:
- Book and manage travel arrangements: Book flights, hotels, and rental cars directly within the app and manage your itinerary.
- Receive travel alerts: Get notified about any changes or disruptions to your travel plans.
- Submit travel requests and approvals: Request travel approvals and track the status of your requests.
- Access travel documents: View and access your e-tickets, boarding passes, and other travel documents.
Workflow Management:
- Review and approve tasks: Quickly review and approve requests, invoices, and other tasks.
- Receive notifications and alerts: Stay informed about important tasks and deadlines.
- Access and manage reports: View and analyze reports on your expenses, travel activity, and other key areas.
- Collaborate with colleagues: Share documents, discuss tasks, and collaborate with colleagues directly within the app.
Here are some additional tips for using Concur effectively on mobile:
- Enable push notifications: This will help you stay up-to-date on important updates and deadlines.
- Customize the app settings: Tailor the app to your specific needs and preferences.
- Use the search function: Quickly find information and navigate within the app.
- Take advantage of offline functionality: Certain features of the app are available offline, allowing you to work even without an internet connection.
- Sync your data regularly: This will ensure that your data is up-to-date across all devices.
By following these tips, you can effectively use Concur on your mobile device to streamline your business travel and expense management tasks.
