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About the Author
MARIA STEEN CORPORATE TRAVEL AND EVENT PROFESSIONAL CERTIFIED ADMINISTRATIVE PROFESSIONAL – OPERATIONS MANAGEMENT GLOBAL TRAVEL PROFESSIONAL PROFESSIONAL EXPERIENCE JTB Business Travel * Jersey City, NY - April 2019 – Present Travel Management Company Concur Expense Administrator Services (remote) for Otsuka Ameria Pharmaceutical Inc EXPERIENCE SUMMARY: Concur Expense client configuration experience, Expense site review, 2019 and 2021 Expense Implementation in Vancouver Canada and San Francisco, CA. Concur Expense implementation team in the UK, IE, and DE. Audit rules, AppZen implementation team, KPI and monthly reports, Global Expense pay (Bambora), trouble-shooting import file errors: Employee profile, SAE daily batch, Process improvements, and monthly KPIs to monitor spending and company policy. · Align the travel and expense policies to the business financial goals through analysis and trends in corporate card and overall spending ServiceNow created an internal help desk and how-to documentation for Concur FAQs customized for the company · Create a team to pass my knowledge of the industry and processes for a succession plan through cross training to avoid any knowledge vacuum within the team · Use the power of the technology tools available to keep travelers safe and educated on travel and expense policies. · Build relationships within the company to leverage their know-how to improve processes. Gerdau • Tampa, Fl 33607• March 2012 – December 2018 Steel Manufacturer Support Services Coordinator, Concur T&E Administrator; Trainer, Travel Analyst, Credit Card management and Passenger Fleet management EXPERIENCE SUMMARY: Concur Travel & Expense Global Back Office experience designing, Concur Travel and Expense End User and Administrator Training, Credit card program administrator. · global implementation and back-office administration of Concur Travel & Expense system to drive operational excellence and contain costs. · Concur design and administration of expense type accounting, Concur Pay expense reimbursement payment system. · Concur implementation and administration of Bank of America credit card import for delivering credit card purchase transactions to employees’ Concur expense reports. · Leveraging Concur mobile applications for booking travel, trip management, and expense report creation, including Concur Mobile, TripIt, and ExpenseIT. · Concur Travel & Expense implementation for globalizing Concur in USA, Canada, and Mexico, including localizing the Concur application interface to present in local languages. · Concur Help Desk and Audit configuration and customization to support end users and policy compliance. · Concur End User training and Concur Administrator training specialist covering Concur user experience and Administrator Back Office training to manage Concur Processor, SAP Connector, HR interface, card interface, and reimbursement batches. · Concur Expense certification (Concur Expense Client Configuration) · Excellent customer service skills; · High degree of autonomy and judgment; · Strong interpersonal, engagement, and public speaking skills. · FLUENT IN SPANISH Intracom • Oldsmar, FL 34677• November 2001 – January 2012 Manufacturer of computer components, accessories and networking products Corporate Executive Administrative Assistant · Corporate Event Planning (participated in teams and/or managed events from conception through execution including locating venue, selecting catering, coordinating guest list, etc.) · Business Travel Coordinator / Travel Policy (Manage domestic and international travel schedules; coordinate airline, ground transportation and dining accommodations; suggest and organize excursions) · Provide administrative and personal support to multiple executives located in multiple countries · Maintain personal and professional calendars, manage incoming telephone calls, email and mail of a confidential nature, prepare confidential correspondence, plan and coordinate meeting, conference and video-conference logistics · Conduct personal and professional errands on behalf of the company’s Directors; maintain diplomacy while assertively fulfilling requests (obtaining tickets to a sold out theater show, securing dinner reservations at a booked restaurant, etc.) Tampa Bay Business Travel Association • Tampa, Fl • Professional membership affiliated with GBTA. Website January 2014 Secretary – Board of Directors January 2012 – December 2014 Program Chair – Board of Directors January 2008 – January 2011 · Volunteer professional association – Planned and executed annually: six (6) luncheon meetings, two (2) evening networking events, one (1) fundraiser event, and one (1) end of year Board dinner · Send out yearly to select hotel properties for the monthly meetings · Contact/negotiate meeting fees with hotels/venues in addition to A/V requirements · Gather ideas and share with board/members of programs · Negotiate fees with Speakers/Guests · Work VP Technology once the location and agenda are selected to update website and communicate to membership · Work with Treasurer regarding payment, amount and method of payment for speakers/guests and location · Coordinate content and make the meeting agenda. · Participate in monthly board meetings Service Merchandise Corp. Nashville, Tennessee 07/2000 to 01/01 Catalog & Retail Merchandising (Company Bankruptcy) Executive Assistant to Treasurer · Travel arrangements, Electronic calendar, light correspondence, expense reports, process incoming mail, maintained file system, · Coordinated meetings, reserve conference room, provided resources for meetings · Ordered and maintained inventory of department office supplies for the department · Provided secretarial and clerical support to 4 other department managers EDUCATION Global Travel Professional (GTP) GBTA 2014 WebEx: Conference and Training Suite 2013 Concur Administrator/Intelligence Reporting Cognos 2012 IAAP, CAP-OM- Certified Administrative Professional 2011 National Business Travel Association - Corporate Travel Expert 2009 University of South Florida – Event and Meeting Planner 2008 University of Puerto Rico - Special Education 1981

Leverage Company Notes and Pop-up's

MitchellW
2 7 2,538
Mar 17, 2022

Under company notes:
-We added our CTM after hours phone number
-a link to our customized concur online user guide to give employees easy access to booking tips.
We also include a link to the company policy.

We also added a pop-up box when a user goes to online booking to remind them to secure the appropriate travel approval before booking travel.

7 Comments
Karthikhemadri
Routine Member - Level 1
‎Jun 19, 2022 08:59 PM
‎Jun 19, 2022 08:59 PM

@MitchellW on the below details

 

'We also added a pop-up box when'

 

Can you confirm how to add pop-up box in Expense module or is it through Travel Admin only?

0 Kudos
YIsaacs
Occasional Member - Level 3
‎Jun 21, 2022 06:11 AM
‎Jun 21, 2022 06:11 AM

Pop-ups are in the Travel Admin section only.

0 Kudos
MSTEEN
Super User
Super User
‎Jun 22, 2022 06:29 AM
‎Jun 22, 2022 06:29 AM

The new WalkMe tool could be customized for an additional fee to align with your company's policy. 

0 Kudos
bobiazi
Occasional Member - Level 3
‎Jul 29, 2022 02:43 PM
‎Jul 29, 2022 02:43 PM

We try to keep a plethora of relevant topics including travel and expense resources.  We love to refer to the Company Notes in our training sessions, as well.

0 Kudos
richardfarmer
Occasional Member - Level 2
‎Aug 2, 2022 01:37 PM
‎Aug 2, 2022 01:37 PM

We currently have 15 links under Company Notes.

 

After our internal support message, the top two are GL lookup tables for expense and invoice, where users can check to see if a valid account number combination exists, if they get a validation warning. These provide options for alternatives that might be similar coding that currently exists. There are filters for all four account segments, with coding and descriptions, so easy to use. It's updated every few months.

 

We have our own training material for expense, invoice, mobile in detailed and condensed versions in English and French, plus notes for approvers and internal policies. We also track how often these files are accessed on Sharepoint, so we know what might be helpful for the future and how often a file should be updated. If a file is not used, we'll remove or rename so it's more obvious what it's for.

0 Kudos
jwild
Routine Member - Level 1
‎Aug 3, 2022 08:04 AM
‎Aug 3, 2022 08:04 AM

Has anyone noticed a change to the Company Notes text editor? I found that I'm now not able to add hyperlinks without composing them somewhere else first, like in a Google Doc, and then pasting them in. This presents two issues. The first and biggest is that links do not open in a new tab and it's not possible to set them to do that. Second, the text formatting is inconsistent when you paste something new in. 

0 Kudos
YIsaacs
Occasional Member - Level 3
‎Aug 5, 2022 05:36 AM
‎Aug 5, 2022 05:36 AM

I've not noticed any changes but I do all of my work in HTML.

0 Kudos
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