Concur - New User Guide

CONCUR TRAVEL & EXPENSE
NEW USER GUIDE

Table of Contents
Expense Reimbursement Policy .............................................................................................................................................. 2

Login and Take a tour ............................................................................................................................................................ 3
Concur Training Site ............................................................................................................................................................... 4
Build Your Profile & Downloading the Mobile App ................................................................................................................ 5
1
Expense Reimbursement Procedures
Purpose
To request reimbursement for out of pocket expenses incurred on behalf of RadNet for business purposes.
Any employee requesting reimbursement must follow Company policy. Expense reimbursement requests must
be performed through Concur. You may access Concur by logging on to www.concursolutions.com or via the
mobile application.
Expense Reimbursement Policy

Radnet employees must submit all expense reimbursement requests through Concur. Manual checks will not
be issued for employee expense reimbursements.
Expense reports may be submitted once a month and not each pay period. Multiple submissions in one month
are only acceptable for hardship exceptions and must be approved by Senior Management prior to submitting.
All other multiple submissions will be flagged and reviewed with your approving Manager.
Creating your expense report will require copies of your receipts, Concur will not allow you to submit an
expense reports without attaching receipts. Invoices or credit card statements are not to be submitted in
place of receipts. Reoccurring expenses should be submitted to invoicesapcorp@radnet.com with proper
approval for payment.
Once completed you will need to submit your expense report for approval, upon submitting your request will
be automatically forwarded to your approving manager for review and approval. Approved reports will be
reimbursed through ADP during the next available payroll period based on approval date.
All inquiries should be submitted to concursupport@radnet.com and never to any individual in the
organization.
Please read the following expense report procedures before submitting your expense reports.
2
Login and Take a Tour
To get started, log onto Concur at www.concursolutions.com, where you will be presented with the “Welcome”
screen. Enter your login information as follows:
User Name: (your Radnet email address):

john.doe@radnet.com
Password: Welcome1 (case sensitive)
You will be prompted to change the password after

your first log in.
Once you have logged into Concur, take a few

minutes and go through the initial Tour found at the
top right of the screen in the Help menu.
Naming your Expense Report

The Report Name of each expense report should be created using the following naming convention.
Employee ID & 2 digit Month/Year.
12345678 – MM/YY
Your employee ID can be found by accessing your Concur profile found in the right top corner.
Profile  Profile Settings  Personal Information
3
Concur Training
Concur provides a Training Site containing all tutorials needed to learn the basics of preparing and submitting
expense reports. Managers who will be approving expense reports are encouraged to view the “Manager:
Reviewing and Approving an Authorization Request”.
1) The Concur Training Site is found by clicking the Help drop down arrow
2) Select Training
Click the “+” sign to expand the menu to access numerous training videos. Each video tutorial lasts 5 - 10
minutes.
4
Build Your Profile & Download Apps
IMPORTANT!
Click “Profile” in the upper right-hand corner to update your profile. Navigate through the area by using the
menu options on the left-hand side of the screen. Please verify that all of the information, e.g., location and
manager, is correct.
Download the Concur Mobile from the App store on your mobile device. The Concur Site App Center tab in
the upper left-hand side of the screen, displays when the mobile app on your phone is connected to the
Concur site. Use this additional tool for recording expenses while on the go.
Please contact ConcurSupport@Radnet.com for all Concur related inquiries.

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CONCUR TRAVEL & EXPENSE

NEW USER GUIDE

Expense Reimbursement Policy .............................................................................................................................................. 2

Expense Reimbursement Policy

User Name: (your Radnet email address):

Password: Welcome1 (case sensitive)

You will be prompted to change the password after

Once you have logged into Concur, take a few

Naming your Expense Report

Profile  Profile Settings  Personal Information

Please contact ConcurSupport@Radnet.com for all Concur related inquiries.

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