Tuesday, June 9th, 2015
Helpful Tips to Use the PFMC Concur Travel Account
There are changes in the way expense claims are completed and submitted for reimbursement when traveling on Pacific Council business. There is also a new option for making flight (transportation) reservations. Direct (Peak) Travel is replacing services formerly provided by American Express Travel for airline reservations, which can now be made on-line.
Initial log-in and Profile set-up
Log in information:
- Log in to the Concur site, https://www.concursolutions.com/
- Your user name and password was sent via email by Ms. Patricia Crouse.
- Once you are logged in, you will be on a Concur web page with options. Click on the Profile icon on the upper right corner to set up your profile and follow the prompts.
- A tutorial regarding this process can be reached by downloading and reviewing the “PFMC Concur Helpful Tips – Initial log-in and Profile set-up“.
Submitting Expense Claims
Beginning June 1, 2015, expense claims are to be submitted through the on-line Concur account. A tutorial regarding this process can be reached by downloading and reviewing the “PFMC Concur Helpful Tips – Expense Claims“.
PLEASE NOTE: Make sure you have completed your bank account information in advance of submitting a claim, it will take Concur about 2-3 business days to verify your bank information.
Booking Travel (Airfare/Rail/Hotel/Car Rental)
Our contract with American Express Travel has expired. In addition to making your own arrangements and submitting them after travel on an expense claim, you may use the Concur log-in to make travel arrangements with Direct (Peak) Travel and have them charged directly to PFMC. Your Name and TSA information must be updated prior to booking air travel. A tutorial regarding this process can be reached by downloading and viewing the “PFMC Concur Helpful Tips – Booking Travel (Airfare/Rail/Hotel/Car Rental)“.