Participant & Candidate How To Guide: Requesting expense reimbursement

Transcription

1 Participant & Candidate How To Guide: Requesting expense reimbursement Includes Frequently Asked Questions! Click here for the Participant Travel and Expense Policy

2 Instructions for creating and submitting a claim Getting started/logging on... 3 Confirm/update personal and banking information... 3 How to create and submit an expense report... 5 FAQs Expense Reimbursement Policy Expense Reimbursement Process Pre-Trip Quotes Submitting a Claim

3 Getting started/logging on 1. You will receive an with a link and your User Name. The first time you log in you will be asked to create a password. 2. In the New Password and Re-enter fields, enter a password of your choosing 3. In the Password Hint field, enter a password hint of your choosing. 4. Click Submit. Confirm/update personal and banking information Use the profile settings to set or change your personal preferences and banking information. Note: You must provide your bank account information to receive reimbursement. After you ve submitted your completed claim, you will receive an from Concur Solutions advising you that a $.01 prenote deposit has been made to your account. This prenote deposit is made to confirm the validity of the account. After the confirmation, you will then receive your reimbursement within a week. 3

4 To access the profile information: 1. Click Profile > Profile Settings. 2. Click the desired option from the left-side menu. Complete all required fields (marked with red bars) and any of the optional fields you choose. Click Save. (If your Bank Currency is incorrect refer to FAQs at bottom.) 4

5 How to create and submit an expense report 1. To start your report, you have two choices: On the home page, click + Start a Report. or On the top menu, click Expense. 5

6 2. Click the Create New Report tile. 3. Enter a Meeting Description, your Sponsor s name (from the drop down selection) and click Next. 4. Click +New Expense To add a new expense, click the appropriate expense type below or type the expense type in the field above. To edit an existing expense, click the expense on the left side of the page. 6

7 i. Make sure to complete all required fields (marked with red bars) ii. Click Save 5. You will be notified of any exception and required actions: e.g.: receipt or pre-trip quote required 6. Click on the expense on the left hand side and then click Attach Receipt 7

8 Follow the on screen instructions to attach and receipt and click Save 7. To add supplemental receipts/documentation o Click the Attach Receipt button again (as shown above) o To confirm that you would like to append the image, click Yes Follow the on screen instructions to attach and receipt and click Save 8. After you have added all expenses and attached required documentation, click Submit Report 8

9 9. You will have the opportunity for a final review of your expense report. Click Submit Report or Cancel 10. Your expense report is generated and you will receive an onscreen Summary of your Report being Successfully Submitted. Note: Once you ve submitted your expense report, it cannot be edited or recalled. If you need to add further expense/s, simply create and submit a new report. For questions please see FAQs below. 9

10 FAQs Expense Reimbursement Policy The Bill and Melinda Gates Foundation is pleased to be sponsoring your visit. Please see the PARTICIPANT & CANDIDATE TRAVEL AND EXPENSE POLICY for important policy-related information. Here are some frequently asked questions about reimbursement policy: When do I need to provide a receipt and what if I don t have one? Our policy requires receipts to be submitted for single expenses of US $75 or more. If one of your expenses exceeds this amount and you do not have a receipt, we unfortunately cannot reimburse you for that expense. See full policy linked above for receipt requirements for non US office sponsored events. Is there a maximum meal allowance? Yes, there s a maximum daily meal amount. It is based on geographical location. For details, please see policy link above. Is there a maximum hotel allowance? Yes, there s a maximum daily hotel amount. It is based on geographical location. For details, please see policy link above. Can I submit my expense claim at any time? No, you must submit your expense claim within 60 days of your participation in the foundation event. (If the event is multi-day, then it s 60 days from the last day of the event.) Expense Reimbursement Process Here are some frequently asked questions about reimbursement process: How long will it take for me to get reimbursed? If you ve entered your bank account information and all other required information and documentation, you can expect to receive funds within 2 weeks. Can I check the status of my claim? Yes, using your user name and password, you can log into Concur at any time. You can also adjust your automated alert preferences. Click on profile settings, then expense preferences on the left navigation. 10

11 Pre-Trip Quotes If you are combining personal travel with your visit to a foundation event, you may book your own travel. In this instance, a pre-trip quote is required. You will be prompted to attach the quote when submitting your claim. (If the foundation has booked (and paid for) your air transportation, you do not need a pre-trip quote.) When and how should I get a pre-trip quote? After you have registered for a foundation event and prior to arranging your travel, work with your foundation contact to obtain a pre-trip quote. What if I ve already booked my airfare and I don t have a pre-trip quote? Contact your foundation representative for next steps. I have my pre-trip quote. What do I do with it? When you enter this expense into the expense report, you will be prompted to attach the document. Attach the document to your expense report. Submitting a Claim What if I already have a Concur account? Can I use that same account? No, you ll need to use the link and user name that we have provided to you (firstlastguest@gatesfoundation.org). Any other existing accounts will be unaffected. How will I receive payment? Is it secure to enter my bank information? You will receive payment direct to your bank account; it is the fastest and most secure method for issuing your payment. Yes, it is secure; the third party vendor (Concur) offers the highest level of internet security available. Can I save my report and return to it, prior to submitting it? Yes, you may save your work and come back to it. I d like to be reimbursed in a currency other than what s currently showing in my profile. How can I change it? If you d like to change your reimbursement currency, please contact guestexpensehelp@gatesfoundation.org. Note: your reimbursement currency must align with the location of your bank account. I forgot one expense. Can I add it after I ve submitted my report? No, once you ve submitted your report, it cannot be modified. Feel free to submit another report using the same login information. If you still have questions or need additional help, contact: guestexpensehelp@gatesfoundation.org 11