Sap concur client, no part of this document can be used, reproduced, transmitted, stored in a retrievable system, translated into any language, or otherwise used in any form or by any means, electronic or mechanical, for any purpose, without the prior written consent of. Section description trip search this section provides the tools you need to book a trip with any or all of these. You can also book hotel and reserve a car at the same time. Enter the email address for which you would like to manage preferences. A commissioned study conducted by forrester consulting on behalf of sap concur found that 60 percent of companies face issues with manual processes and timeliness due to their current tools. Join this live webinar and learn how digitalisation and cloud technologies are transforming the way that total spend management is handled by the finance functions. Sap concur uses single signon sso, if prompted, log in with your bcm account. With concur, ariba and fieldglass, sap provides the largest and most global network of digitally connected customers, suppliers and other partners to help businesses collaborate more efficiently, organize and adapt resources more quickly, and innovate processes and business models. Concur invoice is probably saving the finance team 2. Concur first time users guide access concur through mykohls single signon 1. May 14, 2020 youre invited to join sap concur solutions spend management experts as we take a deep dive into the challenges and opportunities increasingly being faced by finance departments. On the sap concur home page, on the menu, click the sap concur logo.
The manual is found here using the link i provided above under the download the manuals section. Concur is a saas provider from sap for integrated travel and expense management solutions. Concur expense training guide sap concur technologies version. To join this group, please confirm that the verified email you use for community is the same that is use for logging in to concur solutions. The essential guide to managing expenses in the uk. Concur integrates trip approval, expense reporting, and a complete travel booking solution. This document provides best practices showing how to setup and run the integration between sap erp with concur solutions using sap process orchestration as middleware. Im on a concur implementation with sap fi integration and wanted to bring some additional thoughts about concur sap integration. Difference between concur standard versus professi. Below are downloadable instructional pdfs for concur travel and concur expense. Posted determining when the mileage calculator is used vs manual entry on concur expense. Concur solution overview and integration with sap s4hana. Click the link for concur travel and expense management. For best user experience, concur recommends the use of internet explorer version 10 or later.
Travel and expense management i sap concur solutions. Jan 28, 2020 take the experiences of concur invoice user atech support as an example. Best practices integration via sap process orchestration. If paper receipts litter your expense process and you rely on spreadsheets to manage this business critical function, youre not alone. Traveler user all uo employees with a payroll record including student employees and graduate fellows, set up in a nightly automatic feed from banner. What i learned about sap erp concur integration at concur. Concur instructional guides home business services. It used to be easy for your organization to control spending, but the more flexibility your employees get, the harder it is to keep an eye on whats going out the door.
To sign in, tap the sap concur app on your ios or android device. Concur travel expense training manual 81716 contacts. Contact 601 108th ave ne, suite bellevue, wa 98004 usa phone. This comprehensive webbased service provides allthe tools you need to submit a travel request, book travel, create and submit travel requests and expense reports for travel and non. Navigate to the travel area and clicking on the concur link. Sven ringling is a consultant and the uk director of iprocon. Sap concurs mobile app iphone ohio wesleyan university. It is always managed as a batch of users, even if the batch contains only one user. Any communications from the concur travel management system will be sent to your uwa email address. This comprehensive webbased service provides allthe tools you need to submit a travel request, book travel, create and submit travel requests and expense reports for travel and non travel expenses.
After enabling settings in concur, you need to connect cvent and concur by adding a configuration in cvent. Once exported, the expense will show up in concur in the same area where credit card charges show up for import onto a report. We are recommending business coordinators request their department head or dean set them up as report delegates in their profile. Depending on which web browser you use, there will be some slight system differences and functionality. Those reports will contain information for all those employees who report to that particular approver.
When the university travel card is used concur will automatically match the card charge to the expense once received so they can. This section provides the tools you need to book travel. The users resource represents a set of sap concur users. Policies, faqs and training are available on the travel and expenseweb page. To help you get started thinking in new terms, table 2 provides a rough, noninclusive list of sap concur roles and tasks they perform at the organization level, and how they equate to the dts roles you are already familiar with. This is a space designed for sap concur administrators only.
Sap concur solutions allowed us to streamline the whole progress and process of an invoice through payment. Make sure to enter all the information for the first day of travel all fields that are red must be answered a. Concur is a webbased tool that allows for automation of the travel request, booking and expense reporting of campus business travel. Go to this site to view the integration documentation that applies to the concur side. Guest traveleruserusers who do not have a uo payroll record, but are traveling for uo business or as participants participant support. Many companies in the uk are wising up to the cost and time savings that an automated expense system can bring but where do you start.
Java project tutorial make login and register form step by step using netbeans and mysql. From here, please follow the concur expense directions, which are listed in the concur expense manual. Sap integration with concur solutions customer information. The flight tab or air rail tab is on the left side of the page. Additional training materials can be found on the sac state travel webpage. The concur app center helps companies and their travelers find apps that drive smarter spend, easier travel and effortless expensing. Clear guidelines for travel expenditures help, of course, but they go only so. By submitting my contact details, i agree to receive from sap concur marketing communications about its products, services, events and special offers at the email address and phone number provided in.
What sap concur solutions provide is a seamless solution, from the moment you book your travel to the moment you come back home. This will now generate a report in the expense module of concur. Technical problem analysisproviding of technical and business information, customer supportpromotion of employer products and services. The essential guide to managing expenses in the uk sap concur. Automate invoice management, from purchase requests to payments, and track every penny in a single, easytouse system. For example, if the pt number is pt 0001234567, your sap s user id will be s0001234567. New managing bank information for concur effective 52819. Karen grobert, staff accountant, recordati rare diseases watch the video. The sap concur mobile app is a simple, secure tool that lets you manage expenses, travel, and invoices right from your smartphone. F i r s t l e v e l o n l i n e s u p p o r t a g e n t m a n u a l 1 concur user manual concur 1. Retrieve the list of required fields for creating a user.
Sap concur user guide, updated march 2020 getting setup up page 1 creating monthly expenses reports page 2 uploading receiptsexpenses page 3 moving expenses to your report for submission page 5 tracking your submission page 5 checking on your reimbursement page 6. Welcome to sap concur sap concur integrates expense reporting with a complete travel booking solution. Difference between concur standard versus professional i can tell you a few limitations of standard and some things to consider to see if migrating to professional is the way to go. Outdated legacy technology is one of the core causes of inefficient expense, travel, and invoice management. Sap concur technologies version 1 fordham homepage. What is a manual invoice process really costing you. This allows you to search across not only courses within the education catalogue, but also across certifications, curriculum maps and grouped offerings. To help you get started thinking in new terms, table 2 provides a rough, non.
The sap s user id is the participate number pt number in the training confirmation you receive when you purchase an education offering. Sap concur uses email as a primary method of identification, so preferences will be updated for the contact. Depending on your companys configuration, you might be able to select a rule class. User guide sap concur user support sap concur user support is available for commonwealth employees 24 hours a day, 7 days a week, 365 days a year. Road warriors can stay productive from anywhere and managers can track every dollar spent. The essential guide to managing expenses in the uk if paper receipts litter your expense process and you rely on spreadsheets to manage this business critical function, youre not alone. Connect with your fellow admins and learn from their insights. Sap concur expense management, travel and invoice software. Travelers cannot begin booking a trip until the required fields in the travel profile are updated and saved. As a system administrator for sap analytics cloud, you create and delete user records. Guest traveler user users who do not have a uo payroll record, but are traveling for uo business or as participants participant support. Many companies in the uk are wising up to the cost and time savings that an automated expense system can bring. Private sap jam group for the latest information around the sap integration with concur solutions. Dell boomi is current concur solution to post expense into sap and, as you mentionned in your article, im not really impressed by the flexibility of.
Explore our comprehensive solutions for all business processes across all industries to find the solutions you need to run your business better, faster, and simpler enterprisewide. Concur user guide 3 logging in to concur travelers and approvers will access the concur travel system at. He brings significant experience from leadership roles in hospitality, travel technology and distribution, airline, payments and financial services, fraud and risk assessment. Traveleruserall uo employees with a payroll record including student employees and graduate fellows, set up in a nightly automatic feed from banner. Unlike payroll, however, travel can be difficult to understand, manage, and plan for month to month. Likewise, you can export your sap analytics cloud user data to a csv file.
F i r s t l e v e l o n l i n e s u p p o r t a g e n t m a n u a l 3 logging in to concur to log in to the concur online booking tool, first navigate to the ctm portal page for your company. The essential guide to managing expenses in australia. As usual, you start by creating your itinerary and telling the system what reservations you need. If the following exception comes up, just click next again.
She has nine years of experience working with a range of customers across various industries and locations on the core hcm modules and is iprocons concur sme for the uk. Concur and sap for travel and expense smarter decision. Concur first time users guide travel and transport. Help is available via online, live chat, and phone support for system navigation and sap concur application questions. Setting up concur expense integration to get started, you must first enable settings in concur. Get comprehensive, uptodate training and enablement across the sap software portfolio in a variety of formats to. Sap concur travel and expense manual baylor college of. In order to use any of the user support options, employees must first. These guides have been updated to reflect the new user interface. Adding concur invoice has decreased the amount of time that ive spent chasing down paper invoices by 50%. Update a users account information create a user is not. Once concur expense integration is turned on for your account, the concur expense integration section link will appear in admin integrations. In this playlist, you can find information about creating and working with users in sap analytics cloud. Sap can call you to discuss any questions you have.
Screenshot below then click on the green o to oncur button. Training resources can be found at, or by logging into your sap concur account and clicking help. Sap concur kieren has worked with customers across a range of industries and geographies in a career spanning 25 years. Defense travel management office 2 sap concur quick start guide for travel managers. On the sap concur home page, on the menu, click travel. All other company and product names are the property of their respective owners. Having the sap concur mobile app means expense reports become easier than ever. Choose resources and the following screen will open. A community to help grow your business, find support and connect with sap users and peers. The finance team love it and wouldnt want to go back. User guide travel policy changes this user guide is intended to explain the key changes to commonwealth travel policy made in conjunction with the implementation of sap concur that are effective january 1, 2020. Installing and using sap concur mobile app is optional. You can also import user data from another system, using a csv file. If you are an sap concur user seeking support, please log into your concur system, click on help, then click on contact support.
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