Cross Brand Design Services(R) 5

EMPLOYEE EXPENSE REPORTING/CONCUR

AUDIENCE:

All Brands (US + CAN)

US only

CAN Only

Pottery Barn

Pottery Barn Kids

Pottery Barn Teen

West Elm

Williams Sonoma

WS Outlet

PB Outlet

PURPOSE:

POLICY: The following company policy must be adhered to when performing this task.

x All associates must read the WSI Travel Policy. x All reimbursable expenses must be submitted via the Concur website within 30 days of the expense date. x All Employee Expense Report submissions must be approved by the Manager via the Concur site. x Any expense equal to or greater than $25.00 must be accompanied by an itemized receipt. x All expenses over $25 should be processed through Concur . x Single expenses, with a receipt, under $25 may be paid out through the register or combined to reach the $25 minimum for the expense to be paid through Concur x Submit an employee expense for each business occurrence. EX. Submit expenses for in-home appointments individually. x Submit expenses into one report. EX. mileage or other lower reimbursements requests, multiple trips can be combined within the same Concur expense report. FIRST TIME LOG-IN x If you have previously traveled on business or submitted an expense report, you are already set up in Concur (you just did not know it). Your login is your associate ID number followed by @wsgc (for example, 123456@wsgc). You can locate your associate ID number on your paystub or in SWW>Homefront>myHomefront > Personal Information > Personal Profile. x Your password for your first login is: welcome. x If you have not previously traveled on business or submitted an expense report, contact Jody Starlin in Accounts Payable at 415-616-8671 to gain access. Ensure that you have your associate ID number available when contacting Jody. x Requests also may be e-mailed via Outlook e-mail by the GM or the Assistant Manager to jstarlin@wsgc.com PROCEDURE: The following provides step-by-step instructions to complete the task.

last updated on: 3/21/2016 | page 1 of 3 | employee expense reporting/concur