Concur Expense Reporting Demo May 2026

Receipt data populates a new expense entry – amount $87.50, vendor “The Grill House,” date auto-filled.

“With one click, the report posts to the general ledger. The reimbursement is triggered to Sarah’s bank account via ACH.” Step 5: Reporting & Analytics Screen: Concur Analytics Dashboard – Spend by department concur expense reporting demo

“One click sends the report to her manager, David, along with the justification. Concur automatically routes based on approval rules — no chasing signatures.” Step 3: Manager Approval (Manager Dashboard) Screen: Manager view – Pending approval queue Receipt data populates a new expense entry – amount $87

| Manual Process | With Concur | |----------------|--------------| | Lost receipts | Mobile capture, auto-match | | Typing amounts | OCR & card feed | | Policy violations missed | Real-time flagging | | Emailing approvals | One-click workflow | | Spreadsheet GL entry | Direct ERP export | Concur automatically routes based on approval rules —

“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