Professional Deployment Toolkit

Travel: 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

  • 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.

  • Supported Web Browser Configurations

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

  • 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 Travel

Topic Videos Guides Tip Sheet
Concur Travel QuickStart Guide
Updating Your Travel Profile
video
(5 min)
Booking a Flight
video
(5 min)
Booking a Hotel
video
(3 min)
Booking a Car
video
(3 min)
Changing a Purchased and Ticketed Trip
video
(2 min)

Concur Business Intelligence

Traveler Services

Additional Resources

  • Familiarize yourself with features and functionality that Concur Travel offers by reviewing the Travel Service Guides.
     
    Note: Not all travel agencies support all the features and functionality available. These will be discussed with your Concur Travel implementation team. 

Travel Policy

Be prepared to forward a hard copy of your travel policy and to discuss your travel policy with your dedicated Project Manager.

If your organization does not have a written travel policy, please complete the Travel Questionnaire and provide it to us at the start of the implementation.