Documentation - Concur Expense - Standard Edition |
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Expense Setup Guides (Ordered to correspond with the simplified Standard Product Settings for a US-only company) | Revised | Format |
Product Settings (Shared) | Apr 11 2022 | DOC - PDF |
Accounting (formerly known as Introduction) (Shared) | Dec 10 2021 | DOC - PDF |
Custom Fields (Shared) | Feb 28 2023 | DOC - PDF |
Expense Types | Feb 23 2024 | DOC - PDF |
Expense Types Import | Oct 14 2023 | DOC - PDF |
Mileage Rates (formerly known as Car Configuration) | Dec 10 2021 | DOC - PDF |
Single Sign-On Overview (Shared) | Nov 14 2020 | DOC - PDF |
Single Sign-On (Shared) | Jan 22 2024 | DOC - PDF |
Users (Shared) | Jan 23 2024 | DOC - PDF |
Expense Setup Guides (Other guides available for the full Standard Product Settings) | Revised | Format |
Approval Routing | Dec 10 2021 | DOC - PDF |
Budget (Shared) | Jun 17 2023 | DOC - PDF |
Cash Advances | Aug 31 2022 | DOC - PDF |
Company Card (Pending Retirement) - see Payment Types below | Nov 13 2020 | DOC - PDF |
Compliance Controls | Dec 20 2021 | DOC - PDF |
Expense Assistant | Nov 15 2021 | DOC - PDF |
Data Retention (Shared) | Jan 30 2024 | DOC - PDF |
Concur Salesforce Connector (Shared) | Jun 8 2019 | DOC - PDF |
Default Settings (Shared) | Oct 8 2019 | DOC - PDF |
Digital Receipts (e-Bunsho, Receipt Digitalization) | Aug 20 2022 | DOC - PDF |
Employee Reimbursement | Dec 17 2021 | DOC - PDF |
Expense Payment Manager |
Dec 8 2023 | DOC - PDF |
File Export Configuration | Mar 17 2023 | DOC - PDF |
Japan Public Transport | Aug 26 2022 | DOC - PDF |
Localization (Shared) | Dec 16 2021 | DOC - PDF |
Mileage Service | Jan 12 2024 | DOC - PDF |
Password Policy Settings (Shared) | Nov 15 2023 | DOC - PDF |
Payment Card Integration Service | Oct 14 2023 | DOC - PDF |
Payment Types | Dec 10 2021 | DOC - PDF |
Policy Groups (Shared) | Dec 10 2021 | DOC - PDF |
Reporting Configuration for Analysis/Intelligence (Shared) Reporting Configuration for Analytics: Analytics User Guide |
Dec 16 2021 | DOC - PDF |
Taxation | July 15 2022 | DOC - PDF |
Travel Allowance Germany | Dec 10 2021 | DOC - PDF |
Travel Allowances United States | Dec 10 2021 | DOC - PDF |
Two-Factor Authentication (Shared) | Nov 15 2023 | DOC - PDF |
Expense User Guides | Revised | Format |
App Center Admin (Shared) | Dec 5 2023 | DOC - PDF |
Budget Adjustments Import (Shared) | Dec 15 2021 | DOC - PDF |
Budget Item Import (Shared) | Jun 14 2022 | DOC - PDF |
Cash Advance Admin | Aug 31 2022 | DOC - PDF |
Change Log | Jul 11 2014 | DOC - PDF |
Company Card Admin | Nov 29 2021 | DOC - PDF |
Data Retention (Shared) | Feb 14 2024 | DOC - PDF |
Employee Import (Shared) | ||
Expense Pay - Global Expense Pay - Flex |
Aug 8 2023 |
DOC - PDF |
File Transfer for Customers and Vendors (Shared) | Feb 19 2024 | DOC - PDF |
Japan Public Transport | Dec 16 2022 | DOC - PDF |
Japan IC Card Integration | Dec 8 2023 | DOC - PDF |
List Import (Shared) (Assisted) NOTE: This document is not applicable to Invoice Standard, but can be used as a reference for field data. Please contact your Concur Representative if you need to use this import. |
Apr 29 2022 | DOC - PDF |
Payment Manager - Global Payment Manager - Flex |
Dec 16 2021 Planned |
DOC - PDF |
Expense Payment Manager NOTE: Payment Manager processes are in the Expense Payment Manager setup guide. |
Mar 16 2024 | DOC - PDF |
Pharmaceutical/Medical Device Manufacturers | Jul 11 2014 | DOC - PDF |
Process Reports | Sep 8 2023 | DOC - PDF |
Proxy Logon (Shared) | Apr 5 2023 | DOC - PDF |
Reporting | Jul 11 2014 | DOC - PDF |
Verify | Jan 17 2024 | DOCX - PDF |
Web Services | Jul 11 2014 | DOC - PDF |
Expense Financial Integration Guides | ||
Additional Information: Concur Financial Integration Resources | ||
Financial Integration Service (Shared) |
Jan 21 2021 | DOC - PDF |
Microsoft Dynamics 365 Business Central Integration (Shared) | Mar 22 2023 | DOC - PDF |
QuickBooks Connector (Shared) |
Aug 19 2023 | DOC - PDF |
QuickBooks Financial Integration (Shared) | Aug 19 2023 | DOC - PDF |
Sage Intacct Setup Guide for SAP Concur Standard Edition (Shared) | Jul 29 2022 | DOC - PDF |
Sage 100 Integration (Shared) | Dec 8 2023 | DOCX - PDF |
Xero Accounting Setup Guide for SAP Concur Standard Edition (Shared) | Aug 19 2023 | DOC - PDF |
Expense Extract User Guides | Revised | Format |
Cash Advance Extract | Aug 22 2014 | DOC - PDF |
Payment Manager (Accounting) Extract - Export File for Concur Standard | Apr 13 2022 | DOC - PDF |
Payment Manager (Accounting) Extract - Export File for Concur Standard using QuickBooks IIF | (QBs Resources Page, click: Here ) | |
Pharma/Medical Devices Attendee Extract | Jun 8 2019 | DOC - PDF |