Features Available in the New System:
- Intuitive interface with fewer ‘clicks’ required to complete familiar tasks (e.g. starting a claim)
- Can be used on major platforms (e.g. macOS, Windows, iOS, Android) and devices
- For approvers:
- view details and approve claims from one screen
- modify elements of claim (e.g. FOAPAL Index) without returning to claimant for correction
- Paperless! Paper will no longer be part of the claim submission process (e.g. physical receipts or claimant declaration)
- Smarter handing of receipts: photo capture, duplicate receipt detection
- Flexibility! There are multiple ways to enter receipts and corresponding expenses into the new system. Allowing you to choose the method that is most convenient and efficient for the way you work.
We’d love to hear from you! Email us at financial.systems@carleton.ca.
Myth Busting
What you may have heard about Concur … | What will actually happen at Carleton … |
At some institutions faculty and staff must book their travel through the travel and expense system (e.g. use the one travel agency available through the system) | You will retain the freedom to book your own travel however/ wherever you choose |
We’re going paperless. | True! There will be multiple ways to enter your receipts into the new system. Depending on the method you choose, the corresponding expense line item may be automatically created. |
Have you heard something about Concur? Let us know by email and we’ll give you the facts.