velocity to concur integration

1
Pay your bill instantly and discreetly from your phone without the awkward wait. Then process your receipts simply and automatically through Concur. HOW TO LINK VELOCITY TO CONCUR FOR EASY & AUTOMATIC EXPENSES LINK YOUR VELOCITY ACCOUNT TO CONCUR Launch the Concur app, click ‘Connect to Apps’ and search for Velocity. Tap ‘connect’ and accept the terms and conditions. This will redirect you to the Velocity login page. Sign in to your Velocity account with your Velocity user details. You can sign in through email or Facebook. You will see a success message to show you that your accounts are now connected. EXPENSE YOUR BUSINESS RECEIPTS During the payment process you will see an option to expense when you are selecting your payment card. Switch the toggle to ‘on’ to expense to Concur. Tap ‘Memo’ to add a Concur code and a note. Your e-receipt will automatically appear in your receipt store and will be added to your next expense report. HOW TO EXPENSE YOUR PREVIOUS RECEIPTS Select the receipt you wish to expense from the ‘Receipts’ section on the main menu, and tap ‘Send receipt to expenses’ and select Concur as your expense provider. You will have the option to add a memo, where you can enter a Concur code and note. Your e-receipt will be added to your next expense report. BILLING DATE 25/08/2015 12:12 PM PAYMENT CREDIT CARD ACCOUNT ENDING 0007 THE OAK TREE 10 New Street, London W1G 6DH

Upload: adrian-lloyd

Post on 23-Jan-2017

110 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Velocity to Concur Integration

Pay your bill instantly and discreetly from your phone without the awkward wait.Then process your receipts simply and automatically through Concur.

HOW TO LINK VELOCITY TO CONCUR FOR EASY & AUTOMATIC EXPENSES

LINK YOUR VELOCITY ACCOUNT TO CONCUR

Launch the Concur app, click ‘Connect to Apps’ and search for Velocity.

Tap ‘connect’ and accept the terms and conditions. This will redirect you to theVelocity login page.

Sign in to your Velocityaccount with your Velocity user details. You can sign in through email or Facebook.You will see a success message to show you that your accounts are now connected.

EXPENSE YOUR BUSINESS RECEIPTS

During the payment process you will see an option toexpense when you areselecting your payment card. Switch the toggle to ‘on’ to expense to Concur. Tap ‘Memo’ to add a Concur code and a note.

Your e-receipt will automatically appear in your receipt store and will be added to your next expense report.

HOW TO EXPENSE YOUR PREVIOUS RECEIPTS

Select the receipt you wish to expense from the ‘Receipts’section on the main menu, and tap ‘Send receipt to expenses’ and select Concur as your expenseprovider.

You will have the option to add a memo, where you can enter a Concur code and note. Your e-receipt will be added to your next expense report.

BILLING DATE 25/08/201512:12 PMPAYMENT CREDIT CARDACCOUNT ENDING 0007

THE OAK TREE10 New Street,

London W1G 6DH