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  • Concur Reimbursement Guide

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    Rudolf Cicko
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    This document provides instructions for submitting a reimbursement report in Concur for a training or certification purchase. It outlines 7 steps: 1) click "Start a Report" and select report details like name, purpose, and category. 2) Provide payment details and reasons for not using corporate card. 3) Click "Next" and select the expense type. 4) Enter transaction date, vendor, location, payment type, amount, and description. 5) Attach the invoice and approval documents. 6) Submit the report. 7) Save the documentation as a PDF. The final steps are to submit the Concur report with attachments and provide the Travel Help Desk contact information.

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    This document provides instructions for submitting a reimbursement report in Concur for a training or certification purchase. It outlines 7 steps: 1) click "Start a Report" and select report details like name, purpose, and category. 2) Provide payment details and reasons for not using corporate card. 3) Click "Next" and select the expense type. 4) Enter transaction date, vendor, location, payment type, amount, and description. 5) Attach the invoice and approval documents. 6) Submit the report. 7) Save the documentation as a PDF. The final steps are to submit the Concur report with attachments and provide the Travel Help Desk contact information.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    18 views2 pages

    Concur Reimbursement Guide

    Uploaded by

    Rudolf Cicko
    This document provides instructions for submitting a reimbursement report in Concur for a training or certification purchase. It outlines 7 steps: 1) click "Start a Report" and select report details like name, purpose, and category. 2) Provide payment details and reasons for not using corporate card. 3) Click "Next" and select the expense type. 4) Enter transaction date, vendor, location, payment type, amount, and description. 5) Attach the invoice and approval documents. 6) Submit the report. 7) Save the documentation as a PDF. The final steps are to submit the Concur report with attachments and provide the Travel Help Desk contact information.

    Copyright:

    © All Rights Reserved
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    of 2

    CONCURE REIMBURSEMENT

    Link: https://w3.ibm.com/travel/

    1. Click on the „+“ sign and select the option „Start a Report“

    2. Fill in the following information:


    - Report Name: fill in the name of purchased training/certification (e.g. Scrum certification)
    - Business/Report Purpose: fill in precisely “education approved for Qx 202x” (fill in quartal# and
    year)
    - Report Category: Education/Seminar
    - Charge to Accounting: leave this field blank including the other data - BMS Project, Dept/Cost
    Center, Division/Major, WBS Element

    In case you have paid for the training with private card, in section Comment give a reason why you
    haven’t used corporate card – Amex.
    Example: Corporate card (Amex) not accepted / I am not a frequent traveler therefore no corporate
    card issued.

    3. Click the “Next” button – a window appears, select “NO” option


    4. Select the option in the section 05. Other Non-Travel Expenses: Professional Membership /
    Certification Fee; Conference/Seminar

    5. In the next section fill in the information from the invoice:


    Transaction Date, Vendor Name
    City of Purchase: depends on where you purchase – mainly your location Bratislava, Banska
    Bystrica, Kosice
    Payment Type: if you have paid with private card, select “Cash”
    Amount: price of the training you have paid
    Description: education approved for Qx 202x in CIC L&K budget
    Comment: give a reason why you haven’t used corporate card – Amex. E.g. Corporate card (Amex)
    not accepted / I am not a frequent traveler therefore no corporate card issued.

    6. Do not forget to attach the invoice or payment confirmation document/screenshot (attach also
    approval from procurement for purchase and payment method – from Veronika Varga). Invoice
    has to be issued on IBM SK and your name.
    7. Submit the report.
    8. Save the documentation in pdf.
    9. Sending paper documentation to T&E team via IBM reception is not required/cancelled since
    March 2021. Just submit the Concur with all required attachments.
    10. Travel help desk - CEE Preaudit Team/Hungary/IBM@IBMHU

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