KNOWLEDGE FOR ACTION

CONCUR NEW INTERFACE

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New Streamlined Home Page

2

• Work to Zero Dashboard

• My Tasks

• Facts & Stats

• Cannot move sections around

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New Streamlined Home Screen

Home tab becomes Concur tab when on

other tabs

New Approvals Tab

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New Streamlined Home Screen

4

New Profile and Delegate Location New Look When Acting as Delegate

TIP: Make sure to review your Profile settings the first time you login to the new interface.

TIP: Drop down has been reset, so you will need to start typing names to get them to pop up

KNOWLEDGE FOR ACTION Name of Presenter

Travel Tab

5

Change in icon when booking for guest

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Travel Tab

6

• Booking process more streamlined with less separate pages

• New Trip Summary feature to guide you through booking process to completion

• New Travel Arrangers sections to view upcoming trips for those your arrange travel for

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Expense Tab

7

To view all reports

Old Receipt Store

Credit card charges or expenses created on

the mobile app

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Expense Tab

8

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Approvals

9

Click on the reports section and then the

View button to see the history of approved

reports

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Approvals

10

Arrows replaced with plus signs

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Icons and Buttons

11

Complete Icon Listing Complete Button Listing

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Questions?