Concur - General Account Information

General Account Information

Account Type Is the requested site setup for a Company Site or an Agency Site? Company Site Agency Site

Does Customer currently have Concur expense YES NO

TMC Conversion: A TMC conversion may be requested when a client is terminating TMC services of one agency and converting to your agency. Travel Leaders support staff completes TMC conversion steps. Client should be advised that users will not have access to online travel for a period of about 3 days during the conversion process; our recommendation is a Wednesday through Friday to complete steps.

Is this client currently using Travel or Concur Travel & Expense through another TMC and converting the TMC service to your agency? YES NO

Please indicate which of the following statements is applicable:*

Client uses Concur Travel only; this is a Reseller TMC conversion

Client uses Concur Travel & Expense; client has contracted with Concur for Expense only; this is a Reseller TMC conversion integrated with Expense

Client uses Concur Travel & Expense; client has contracted with Concur for both Travel & Expense; this is a Concur direct client TMC conversion.

What is the requested conversion date? Please submit copy of notification given by company to existing TMC

Please indicate the version of Concur Expense used by the client:*

Please note that the client must initiate this TMC change request with their Concur account manager. Travel Leaders support staff will work with you and the account to complete the conversion steps, but we cannot initiate the change request. Please continue to complete the Travel Leaders Concur Setup form so that we have information needed to complete the conversion, but this will not initiate the project. The client must initiate the request with Concur.

Agency Information Agency Name * PNR Pseudo * Profile Pseudo * 3 Digit Currency Code (USD, CAD, EUR, etc) * Agency Main Contact Name * Agency Main Contact Phone (Format: 555-555-5555)* Agency Main Contact Email Address * Agency Alternative Contact Name Agency Alternative Contact Email Address Do other employees require administrative access to this site YES NO

Please enter the User's FULL NAME and EMAIL ADDRESS seperated by a comma (ex:John Smith, jsmith@acme.com) Please enter the User's FULL NAME and EMAIL ADDRESS seperated by a comma (ex:John Smith, jsmith@acme.com) Please enter the User's FULL NAME and EMAIL ADDRESS seperated by a comma (ex:John Smith, jsmith@acme.com) Please enter the User's FULL NAME and EMAIL ADDRESS seperated by a comma (ex:John Smith, jsmith@acme.com) Please enter the User's FULL NAME and EMAIL ADDRESS seperated by a comma (ex:John Smith, jsmith@acme.com)

Hours Of Operation *

Company Information Company Name * Company HQ Address*

City*

State *

Zip*

Company HQ Phone (Format: 555-555-5555)* Company Email Domain *

Example:@yourdomain.com

Time Zone Of Delivery Address * Company - Approx. # of Employees * Company - Approx. # of Travelers * Company - Est. # of Yearly Air Transactions * Upload Company Logo
(Max Size is 200px wide by 55px high, & MUST be an image file [jpg|gif] only)

Additional Agency Information

An agency site is created for your use as a demo site and becomes a template for company sites. Some fields will not be applicable as they would be in a company site, such as multiple traveler types, policies, contracts or approval process. Please complete any required or basic information for this site.

Agency Address*

City*

State *

Zip*

Agency Email Domain *

Note:This can be your agency email domain (@abcagency.com) but it cannot be @travelleaders.com. If your agency doesn’t have a unique email domain a fictitious one can be used; this information is used to create login IDs.

Agency ARC Number * Ticketing Time Deadline (This timeline is used in conjunction with last day to ticket message displayed to user. Enter a time such as 5:00PM, 11:30PM, ETC.) Please provide the Agency Name and Address you want to appear in the Mobile App when someone clicks on contact information Agency Name for Mobile* Agency Address for Mobile (Format as: Street, City, State Zip)*

Company Locations Does the Company Have Multiple Locations? * YES NO

If you selected yes, please download the locations form.xml (below) fill in your locations then upload here.

RIGHT CLICK TO DOWNLOAD THE LOCATION FORM SPREADSHEET
then upload the completed form below

GDS GDS Used* Amadeus | Apollo | Sabre | Worldspan | Galileo

Sabre PROFILES

Sabre Profile Traveler Template ID

GDS Profile Name*

Agent PCC / Organization Id* Agent ID / Originator ID* Agent Password* Access Point (WSAP)*

For Sabre, please enter your DK# (Not required if contained in company level GDS Profile) SWS Sine-On PCC* SWS Sine On Agent ID* SWS Sine-On Password* Do you have Bargain Finder Max Turned on? YES NO

Select 50, 100, or 200 low fare options in a single request for worldwide itineraries

Enter TravelPort HAP*

Are multiple company level profiles used? YES NO

GDS Profile (fill in the rest) Does The Company Have Another Multiple Company Level Profile you want to add?? YES NO

GDS Profile (fill in the rest) If you need more Company Level Profiles, please contact us

Queues

The following Worldspan Queues are not allowed for use within Concur. Please identify queues other than the ones noted: 4, 10 12, 17, 18, 20, 51, 70-74,93,99,100-109

Include category/prefatory remark, if required. For example (119/2)

Ticketing Queue * Approval Hold Queue * Cancel Queue * In Process Queue

Report Queue (Must be different than report error queue) * Report Error Queue (Must be different than report queue) *

Invoicing Queue (for non-air PNRs and changes) Voided Ticket Queue User Trip Hold(Ticket Hold) Queue Offline Approval Queue (must be different than the approval hold queue) Offline Approval Error Ticket Change / Exchange Refund Request Queue (agency managed) Urgent Notice Email * (this is the agency e-mail address for urgent notices or updates regarding trips and/or problems should be sent)

Cancellations Trip has PASSIVE CONTENT (May or may not inlcude live ticketed air) "Passive content" are segments created outside of the GDS, such as Southwest direct bookings.

Please indicate Voided Ticket Queue and Refund Request Queue above.

Trip has TICKETED AIR but NO PASSIVE Content

Please indicate Voided Ticket Queue and Refund Request Queue above.

Credit Card Information How will travelers pay for airline or rail tickets? Central Corporate Card Individual Corporate Card Individual Personal Card

Users can be restricted to only entering credit cards that begin with identified BIN numbers, if applicable, for corporate issued credit cards BIN Restriction Code

Profile Notifications Do you want to receive emails each time a traveler changes their Concur profile? (Note: Synchronization of the Concur profile to the GDS must be enabled in order to receive these notifications) YES NO

Please provide profile notification e-mail address

Do you want to receive an e-mail every time a new traveler profile is created? YES NO

Please provide profile notification e-mail address

Do you want to purge the GDS profile when a Concur profile is terminated? YES NO

In order to purge the GDS profile, the user's personal information will be cleared in Concur. How many days after the user is made inactive do you want this to be done?

Do you want to utilize "Self-Registration" for new users? YES NO

Please provide an email address of the person responsible for approving self-registrations

Select how a user will log in Select the email type used to contact traveler

Company Settings Do you want GoGO Wifi Enabled? YES NO Do you want to have a Second Passport box added to profile under "Passport Information"? (Used for Employees with dual citizenship) YES NO Do you want to hide the "GPS" box in the Car section of the profile? YES NO Do you want to hide the "hotel amenities" check boxes in the Hotel section of the profile? YES NO

User Display Options Should the traveler be allowed to hold(reserve) trips? (NOTE:allowing users to hold a trip will incur the normal PNR created fee from Concur) YES NO

If yes how long should the reservation be held? Should trips on hold be auto cancelled after the last day to ticket has passed? Yes No

Should the site be set to allow voids?(Activate if you want to allow Concur to void tickets within 24 hours of ticketing. If after 24 hours, the PNR will be sent to the refund request queue for handling by an agent) YES NO Allow Auto Cancel of trips that require approval? (only applicable if site has an approval policy) YES NO Allow Auto Cancel of AIR trips that are rejected? (only applicable if site has an approval policy) YES NO Allow Immediate Cancel of NON-AIR trips that are rejected? (only applicable if site has an approval policy) YES NO Do you want Concur to send Cancellation Emails when a trip is Cancelled? YES NO Enable Churn Detection? YES NO

Select Airlines to enable Churn Detection on All NEED LIST OF OTHER AIRLINES

Show "Add Air" on existing Non-Air itineraries YES NO Show Morning, Afternoon and Evening as Flight Time Options? (Will NOT comply with company search window) YES NO Show Visa reminder for international travel advising that users should check Visa requirements? YES NO Show message to users when passport field is not complete? YES NO Allow user to specify airline for deeper search? YES NO Allow pre-ticket flight changes? YES NO Allow post-ticketing flight changes? YES NO

Please Note:Online ticket exchanges incur additional fees per exchange

Show "comments to agent" box? YES NO

Do you want to display a message warning that comments to agent "may incur a fee"? YES NO

Do you want to allow "search for refundable" fares? YES NO

Please Note:This choice may inhibit the display of flights

Do you want CIBT Enabled YES NO

CIBT Account Number

Custom Profile Fields Do you have unique profile fields that need to be written to each GDS profile? (e.g. Department, Employee Number, etc...) YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS profile (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Profile value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the line number and format to be used to write this field to the GDS profile

Do you want to add another unique profile field? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS profile (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Profile value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the line number and format to be used to write this field to the GDS profile

Do you want to add another unique profile field? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS profile (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Profile value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the line number and format to be used to write this field to the GDS profile

Do you want to add another unique profile field? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS profile (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Profile value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the line number and format to be used to write this field to the GDS profile

Do you want to add another unique profile field? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS profile (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Profile value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the line number and format to be used to write this field to the GDS profile

Custom Trip Fields Do you have unique Trip(PNR) fields that need to be answered each time a reservation is made? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS Trip (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Trip value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the format to be used to write this information to the PNR

Do you want to add another unique Trip field? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS Trip (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Trip value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the format to be used to write this information to the PNR

Do you want to add another unique Trip field? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS Trip (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Trip value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the format to be used to write this information to the PNR

Do you want to add another unique Trip field? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS Trip (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Trip value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the format to be used to write this information to the PNR

Do you want to add another unique Trip field? YES NO

Display Name (Displayed to user / 100 max characters)

Is This Field Required

Will response be freeform or list Freeform Dropdown List

Provide List Values,

You can add up to 10 items. Each item should be set up in a name,value pair..seperated by a comma.(ex.)

Miami,MIA

San Fracisco,SFO

New York, NYC

Name is what the user will see (Miami), value is what will be written to the GDS Trip (MIA) If these are the same you can list it only once.

**If dropdown list includes more than 10 items, please download the file by RIGHT CLICKING HERE and submit via the form upload below.

Upload the completed Custom Trip value form here. (only required if you have more than 10 items in your dropdown list)

Please Indicate the format to be used to write this information to the PNR