Professional Deployment Toolkit

Expense: Analysis and Design

During the Analysis and Design phase, you will review your setup requirements with Concur’s implementation team, establish project milestones, and become more familiar with the product. Use the simulations below to familiarize yourself and your project team with the product features.

Step 1: Familiarize Yourself With Product Features

Technical Team

  • Shared Technical Services Video Overview Page

    Videos created by Concur’s Shared Technical Services team to help you understand the import and extract processes better.

  • Supported Web Browser Configurations

    This document describes supported browsers, browser settings, available languages, and settings for Concur Travel & Expense and Concur Intelligence.

  • File Transfer for Customers and Vendors

    This guide addresses the data exchange through various secure file transfer protocols. The File Transfer Guide, along with the other documents/videos, will provide an overview of the entire technical aspect of the Concur Expense implementation project. Topics addressed include the Data Interchange Process, Encryption, Transfer Process, Overnight Processing Zones, File Naming Convention, File Properties, Employee Import, Exchange Rate Import, List Import, Standard Accounting Extract, etc.

  • Specifications and Templates for Concur Travel & Expense

    This zipped file contains specifications for Import and Extract data. You will also find Excel templates to assist with data mapping. Please download and review the contents of this file before your scheduled Knowledge Transfers meeting with your Implementation Consultant.

Logo Information

Your organization logo can appear in the upper-left corner of all Concur Travel screens. If you would like your logo added, please provide an image file that meets the following specifications:

  • The file must be a .jpg, .gif, or .png file
  • The file must be under 100 kb in size
  • The image should be 55 pixels high and no more than 200 pixels in length

Functional Team

Using Concur Expense

Topic Videos Guides Tip Sheet Web Page
Concur Expense QuickStart Guide
Updating Your Expense Profile
video
(2 min)
Importing Personal Charge Cards
video
(2 min)
Enabling Expense Assistant
video
(2 min)
Working with Expense Assistant
video
(2 min)
Working with Company Bill Statement Reports
video
(5 min)
Creating a New Expense Report
video
(2 min)
Adding Quick Expenses
video
Acting as a Delegate
video
(3 min)
Creating an Expense Report Based on a Completed Trip
video
(2 min)
Creating an Expense Report with Fixed Travel Allowances (in the TA Service)
video
(2 min)
Creating an Expense Report with Reimbursable Travel Allowances
video
(3 min)
Adding an Out-of-Pocket Expense to an Expense Report
video
(2 min)
Adding Card Transactions to an Expense Report
video
(2 min)
Entering A Cash Advance
video
(2 min)
Itemizing Expenses
video
(2 min)
Itemizing Nightly Lodging Expenses
video
(3 min)
Copying an Expense
video
(1 min)
Allocating Expenses
video
(2 min)
Activating E-Receipts
video
(1 min)
Working with Available Receipts
video
(4 min)
Working with Receipt Affidavits
video
(2 min)
Adding Attendees to a Business Expense
video
(2 min)
Entering Personal Car Mileage
video
(2 min)
Converting Foreign Currency Transactions
video
(1 min)
Deleting an Expense Report
video
(1 min)
Reviewing and Approving an Expense Report
video
(2 min)
Adding an Additional Review Step
video
(1 min)
Sending Back an Expense Report
video
(1 min)
Correcting and Resubmitting an Expense Report
video
(2 min)
Printing and Submitting an Expense Report
video
(2 min)
Troubleshooting Missing Transactions
video