Mastering Manual Check Requests and Concur in North America

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5 Questions

Which action should be taken if a member purchased a voucher in a different site edition than where they live and can provide a local address?

Refund in the member's local currency

Who should be contacted if a member is looking for the status of a check refund?

Matt Ziegler

When should the files be confirmed as ready for Travelzoo?

Every Monday, Wednesday, and Friday, no later than 10am ET

What happens if any of the refunds are over $1000?

Concur sends an approval request to Lisa Oswald for approval

What should be done if a member purchased a voucher in a different site edition than where they live and does NOT have a local address?

Convert the original purchase amount to the member's local currency and request a check refund

Study Notes

Handling Voucher Purchases and Refunds

Purchasing Vouchers in Different Site Editions

  • If a member purchases a voucher in a different site edition than where they live and can provide a local address, the action to be taken is [insert specific action].
  • If a member purchases a voucher in a different site edition than where they live and does NOT have a local address, [insert specific action to be taken].

Checking Refund Status

  • Members looking for the status of a check refund should contact [insert specific contact person/team].

Preparing Files for Travelzoo

  • Files should be confirmed as ready for Travelzoo at [insert specific time/condition].

Large Refunds

  • If any of the refunds are over $1000, [insert specific action to be taken].

Test your knowledge on the process of manual check requests in North America. Learn about assigning requests, managing excel files, and using the payment system Concur.

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