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Introduction

Introduction to Concur Mobile Concur Mobile is available for use with Concur Expense and/or Concur Cliqbook Travel. Introduction.

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Introduction

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  1. Introduction to Concur MobileConcur Mobile is available for use with Concur Expense and/or Concur Cliqbook Travel.

  2. Introduction • You can use Concur Mobile on your hand-held device (smartphone) to assist with your Expense and Travel needs. Because you are using your smartphone, you can access your Expense and Travel information in a cab, in a meeting, at the restaurant – where your laptop is not available or is too cumbersome. • Among other things – you can enter out-of-pocket expenses real-time and take a picture of the associated receipt. You can check your itinerary, reserve a car, check the status of your expense reports, finish your expense report approvals, and make a dinner reservation.

  3. View your itinerary Complete online check-in Check your flight status Change your return flight (time or day) Search flight schedules View seat availability Search (GPS-supported), book, and cancel: Dining Hotel Rental car Taxi View vendor details Check weather conditions Approve or reject travel (if you are an approver) Capture policy violations Call: Travel agent Hotel Restaurant Taxi Rental car Map locations for: Hotel Dining Car rental Obtain driving directions Feature List (Cliqbook only customers)

  4. Feature List (Expense) • Add, edit, and delete out-of-pocket expenses • Capture and upload receipt images • View your expense report status and details • View expense entries • Approve or reject expense reports (if you are a report approver) • Search, book, and cancel for taxi and dining

  5. Devices supported • Currently, Concur Mobile can be used with: • BlackBerry (OS 4.2 or higher) • Windows Mobile (OS 6.0 and higher) • iPhone (OS 3.0 and higher) • If your device does not have the appropriate operating system, upgrade as per normal procedures, which may involve contacting your cell provider.

  6. Setup Instructions

  7. Getting Started – The End User • If Concur has activated Concur Mobile for your company and if you have the Travel User and/or Expense User role, then Concur Mobile Registration appears in the Other Settings section of the left menu on your profile page.

  8. Setup • Step 1: If this section indicates missing profile information, like in this example (valid mobile phone missing), Click Go to the Profile page to provide the missing information.

  9. Setup • Step 2: • Obtain your launch instructions using this URL or have them emailed to you. If you have an iPhone, you can obtain the app from the App Store (as described in the email), or click the Available on the App Store button on this page (in Cliqbook).

  10. Setup • Step 3: Read the tips and hints • Step 4: Create your numeric Mobile PIN. You can now log on to Concur Mobile on your hand-held device using the User Name and PIN shown in this section.

  11. Logging On to Concur Mobile • Locate the Concur Mobile icon, which may be on the main screen of your device or in your device's folder for downloads. • Start the application, log in, and access the Concur Mobile menu. • Please reference the Introduction to Concur Mobile guide in the Document library to review each function in detail.

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