Vocabulary
Out of
Out-of-pocket costs are transactions you pay yourself, rather than being paid by the company or with company card (Citi)
Create new report
Concur > Expenses > Create new report
Does travel allowance cover lunch?
Lunch is not reimbursable as a separate expense unless legally required in your country. Bot: meal policy
Remove a receipt from a specific expense
Go to the report > select the expense > check the attached receipt > remove
Where can you find the AskHR bot?
In W3 or /apps/travel on the right hand
Addendum
It is an annex to an existing report that is used when clarifications or modifications to a report are required
Create an affidavit
Go to the expense > Attach receipt > Missing receipt declaration
Tokyo daily allowance (perdiem)
Japan all cities: JPY 10700. Bot: travel allowance
Make an addendum
Create new report > specify "addendum to" report number or tittle > submit with the needed expenses
Does IBM cover Citi late fees?
No with little excemptions. Bot: Amex late fees
Cash
Advance
Allows cardholders to withdraw cash, either through an ATM or over the counter at a bank or financial agency, up to a certain limit
Add a BMS code
Go to a report's header > Change the dropdown to BMS > Search for the code
Does IBM cover an executive's partner/spouse travel expenses?
Yes, To know more about the policy for claiming partner/family expenses, go to the Extended & special travel policy page. Bot: partner travel expenses
Process a ghost charge
Place it in a report as cash and non-reimbursable
Does IBM cover a client's parking ticket?
These types of Ground transportation-related expenses are non-reimbursable. Bot: claim parking ticket
Affidavit
A written statement that someone makes after promising officially to tell the truth. The affidavits are generated automatically by Concur.
Attach a pre approval (request)
Go to the expense report > Report details > Manage requests > Add
Will IBM pay for personal car gas on a business trip?
Yes, When employees use their own personal car to travel on IBM business they are eligible for mileage reimbursement. Bot: personal car milleage
Deduct dinner from the daily allowance (perdiem)
Open a report > Travel allowance > Manage travel allowance > Expenses & adjustments
My client lost the hotel's receipt, what can I do?
Contact the hotel to get a copy, some hotels use chat, mail, forms or a call center.
Allocations
Number and/or code assigned to a given Project and/or department
Modify the travel allowance (per diem)
Go to the report > Travel allowances > Manage travel allowances
Can the executive pay for an external client's entertainment?
Yes. Bot: external entertainment
Allocate just an specific expense from a report
Go to the report > select the expense > click on allocate > add the allocations as needed
Where can you check if a past expense report was paid to AMEX?
Corporate card statement or go to the old report > report details > report payments