Accessing the Navigation Path

The first step of the process is to configure your batches and set up your funding accounts. You'll see the detailed steps of how that is done in later lessons. For now, let's focus on where this step is done.

There are two types of reimbursement batches and each is configured in a different location.

Out-of-Pocket Expenses

For out-of-pocket expenses, the batch creation tools are found under Home→Expense & Invoice Settings→Employee Reimbursements.

The tools appear when you create an Employee Reimbursement option using Expense Pay By Concur as the payment method.

Corporate Card Expenses

For corporate card expenses, the batch creation tools are found under Home→Expense & Invoice Settings→Payment Types.

The tools appear when you create a new Credit Card Program using Expense Pay by Concur as the payment method.

Note

This functionality only applies if you have a central corporate card feed importing into Concur Expense daily. If your users are manually linking their cards to their profiles, it does not apply to them.

Once Expense Pay is configured and your batches are running, you must monitor that activity with a set of tools called Payment Manager. Those tools are found in a different location.

The Payment Manager Tools can be found under the following path: Home→Tools.

You can then select the Payment Manager link on the right or access the individual tools to Monitor Batches, or Monitor Payees on the left.

Now that you know how to access the configuration tools, let's start configuring. The first task is to add at least one Funding Account.