Concur Expense Reporting Demo -
“Finance can see that the Sales team is 18% over travel budget this quarter. With Concur, you spot trends before they blow the budget. You can even set automatic alerts for excessive overtime or duplicate submissions.” Step 6: Employee Reimbursement & Receipt Archive Screen: Sarah’s mobile – “Reimbursement sent” notification
“David reviews the flagged dinner. The system shows the policy threshold and Sarah’s note. He can approve, ask for changes, or reject. He clicks ‘Approve’ — takes 15 seconds.” concur expense reporting demo
Expense created in 30 seconds. No manual typing of merchant or amount. Step 2: Submitting for Approval (Web UI) Screen: Concur web dashboard – “Available Expenses” list “Finance can see that the Sales team is
Report total = $342.50 (dinner, two Ubers, parking). Sarah clicks “Submit.” The system shows the policy threshold and Sarah’s note
Demo Duration: ~5 minutes Target Audience: Finance managers, frequent travelers, new employees Key Focus: Automation, mobile capture, policy compliance, reimbursement speed Introduction Speaker: “Manual expense reports are slow, error-prone, and frustrating for everyone. Concur Expense automates the entire lifecycle. Let me show you how an employee submits a report, how a manager approves it, and how finance closes the books — all in real time.” Step 1: Capturing Expenses on Mobile (Employee POV) Screen: Concur Mobile App – Camera view
David opens Sarah’s report. He sees each expense, receipt image, and policy flag.
