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Concur Authorization Form For Rensselaer Students Student WithAccesstoConcur StudentasaGuest NoAccesstoConcur IN Legalize RC SID(ex.RCMP RPI.edu) Address:Ifpaidbycheck, thesis wherethereimbursementcheck

How to fill out concur rpi - union

How to fill out Concur RPI:

1. Login to Concur: Start by accessing the Concur platform using your credentials. If you don't have an account, sign up for one.
2. Select RPI: Once logged in, navigate to the "Reimbursement and Expense" section and choose the option for "RPI" (Reimbursement Payment Instruction).
3. Provide Travel Details: Enter the necessary travel information, such as the purpose, dates, and destinations of your trip. This step ensures accurate processing of your reimbursement.
4. Add Expenses: Include all relevant expenses incurred during your travel. This may include transportation costs, meals, accommodations, and any other eligible expenditures. Fill in the required fields for each expense line item.
5. Attach Supporting Documentation: Upload receipts and any other supporting documents that validate your expenses. Ensure that the files are clear and legible to facilitate the reimbursement process.
6. Allocate Expenses: If applicable, allocate expenses to different cost centers or project codes. This step is often necessary for individuals who have expenses that need to be charged to multiple accounts.
7. Review and Submit: Take a moment to review all entered information for accuracy. Double-check the amounts, expense types, and supporting documentation. After verifying everything, click the submit button to send your RPI for processing.

Who needs Concur RPI:

1. Employees: Any employee who incurs expenses as part of their job-related activities, such as business trips, conferences, or client meetings, may need to use Concur RPI. It allows them to submit their expenses for reimbursement in a streamlined manner.
2. Managers and Finance Teams: Managers and finance teams within an organization need Concur RPI to review, approve, and process the reimbursement requests submitted by employees. It provides them with a comprehensive overview of the expenses incurred and ensures compliance with company policies.
3. Administrators: Administrators responsible for managing the Concur platform, creating expense policies, and setting up reimbursement workflows also utilize Concur RPI. They play a crucial role in configuring the system to meet the specific needs of the organization.

In summary, anyone needing to request reimbursement for business-related expenses, as well as those involved in the approval and administration processes, could benefit from using Concur RPI. It simplifies the reimbursement process, reduces paperwork, and enhances efficiency for both employees and finance departments.

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What is concur rpi?

Concur RPI refers to the Reportable Payment Index in the Concur system that helps track and report payments made by an organization.

Who is required to file concur rpi?

Employees or contractors who have made reportable payments on behalf of the organization are required to file concur RPI.

How to fill out concur rpi?

To fill out concur RPI, employees or contractors need to log into the Concur system, enter the relevant payment information, and submit the report.

What is the purpose of concur rpi?

The purpose of concur RPI is to ensure transparency and accuracy in reporting payments made by the organization.

What information must be reported on concur rpi?

Reportable payments such as vendor payments, travel expenses, and other business expenses must be reported on concur RPI.