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KNOWLEDGE FOR ACTION
New Streamlined Home Page
2
• Work to Zero Dashboard
• My Tasks
• Facts & Stats
• Cannot move sections around
KNOWLEDGE FOR ACTION
New Streamlined Home Screen
Home tab becomes Concur tab when on
other tabs
New Approvals Tab
KNOWLEDGE FOR ACTION
New Streamlined Home Screen
4
New Profile and Delegate Location New Look When Acting as Delegate
TIP: Make sure to review your Profile settings the first time you login to the new interface.
TIP: Drop down has been reset, so you will need to start typing names to get them to pop up
KNOWLEDGE FOR ACTION Name of Presenter
Travel Tab
6
• Booking process more streamlined with less separate pages
• New Trip Summary feature to guide you through booking process to completion
• New Travel Arrangers sections to view upcoming trips for those your arrange travel for
KNOWLEDGE FOR ACTION Name of Presenter
Expense Tab
7
To view all reports
Old Receipt Store
Credit card charges or expenses created on
the mobile app
KNOWLEDGE FOR ACTION Name of Presenter
Approvals
9
Click on the reports section and then the
View button to see the history of approved
reports
KNOWLEDGE FOR ACTION Name of Presenter
Icons and Buttons
11
Complete Icon Listing Complete Button Listing