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Mastering Manual Check Requests and Concur in North America

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Mastering Manual Check Requests and Concur in North America

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Questions and Answers

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?

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

Request a check refund in the member's home country currency

Refund in the member's home country currency

Refund in the member's local currency (correct)

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

Lisa Oswald

Jeff Hoffman

Athena Webb

Matt Ziegler (correct)

When should the files be confirmed as ready for Travelzoo?

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

No later than 10am ET

Every Monday, Wednesday, Friday, and Saturday

Every Monday, Wednesday, and Friday

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

<p>Concur sends an approval request to Lisa Oswald for approval</p> Signup and view all the answers

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?

<p>Convert the original purchase amount to the member's local currency and request a check refund</p> Signup and view all the answers

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].

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Description

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.