Notifications
Clear all
Training
4
Posts
3
Users
0
Reactions
2
Views
Topic starter
Hi all, we're looking to maximize our use of Concur's Company Notes. How are you all using your Company Notes space? What sort of info are you including?
We'd love to see screenshots if possible! You're welcome to email screenshots to me at ksmoon@ucsd.edu
Thanks!
Posted : 22/10/2024 5:12 am
Kelsey,
We use the company notes to communicate instructions for using ticket credits and cancelling travel since those are commonly asked questions. We also use the space to communicate agency contact information and are currently using it to communicate about the Concur home page redesign. Any upcoming UI releases or changes to the look/functionality of the T&E program are communicated in this space.
UA Company Notes Screenshot
https://drive.google.com/file/d/1H2-rqIjnhhVwZu2a6KzgaG9C7cjDOSxT/view?usp=sharing
Interested to hear how others are best leveraging the field, great question!
Amanda
Posted : 22/10/2024 8:19 am
Topic starter
This is great, Amanda! Thank you so much.
Posted : 22/10/2024 9:06 am
We have two sections which are always up: the first has info on training resources, a link to our internal Concur Support desk and a reminder regarding approval requirements for international travel. The second is created and maintained by our TMC and includes their contact information, link to their online chat support, and other helpful info. When we're running a promo with one of our travel partners, we add that info in the company notes as well. I'll email you a screenshot!
Posted : 22/10/2024 10:45 am
©2020 Society for Collegiate Travel and Expense Management