Documentation - Concur Expense - Professional Edition | 日本語 |
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Expense Setup Guides | Revised | Format |
Account Codes | Jan 10 2017 | DOC - PDF |
Allocations | June 3 2022 | DOC - PDF |
Attendees | June 28 2023 | DOC - PDF |
Audit Rules | Mar 23 2024 | DOC - PDF |
Audit Rules (Validation Rules) | Aug 5 2022 | DOC - PDF |
Budget (Shared) | Sep 16 2023 | DOC - PDF |
Car Configuration | Jan 12 2024 | DOC - PDF |
Cash Advance | Sep 27 2022 | DOC - PDF |
Central Reconciliation (Shared) | Oct 1 2022 | DOC - PDF |
Change Log | Apr 7 2022 | DOC - PDF |
Company Billed Statement Reports (Purchasing Card) | May 10 2021 | DOC - PDF |
Concept Fields for Analysis/Intelligence (Shared) | Sep 21 2015 | DOC - PDF |
Concur Salesforce Connector (Shared) | Aug 2 2018 | DOC - PDF |
Custom Localization Service | Oct 14 2023 | DOC - PDF |
Currency Admin | Jan 6 2023 | DOC - PDF |
Data Retention (Shared) | Jan 30 2024 | DOC - PDF |
Delegate Configuration (Shared) | July 18 2023 | DOC - PDF |
Email Approval - see Policies below | ||
Email Reminders | Aug 10 2019 | DOC - PDF |
E-Receipts | Jan 26 2022 | DOC - PDF |
Exceptions | Jul 1 2020 | DOC - PDF |
Expense Assistant | Dec 3 2020 | DOC - PDF |
Expense Payment Manager |
Dec 8 2023 | DOC - PDF |
Expense Types | Feb 24 2024 | DOC - PDF |
Feature Hierarchies (Shared) | Feb 28 2018 | DOC - PDF |
File Export Configuration | Jul 8 2016 | DOC - PDF |
Financial Integration Service (Shared) |
Jan 21 2021 | DOC - PDF |
Fleet/Fuel Card | Aug 24 2015 | DOC - PDF |
Forms and Fields | Nov 16 2023 | DOC - PDF |
Fringe Benefits Tax (FBT) | Nov 29 2021 | DOC - PDF |
Group Configurations for Employees (Shared) | Jun 9 2023 | DOC - PDF |
Group Configurations for Expense | Oct 14 2023 | DOC - PDF |
Hotel Auto-Itemization | Jul 1 2020 | DOC - PDF |
Imaging Settings (Shared) | Nov 1 2022 | DOC - PDF |
Japan Public Transport | Aug 26 2022 | DOC - PDF |
Ledgers | Jun 12 2015 | DOC - PDF |
List Management (Shared) | Oct 14 2023 | DOC - PDF |
Localization (Shared) | Oct 12 2018 | DOC - PDF |
Locations (Shared) | Aug 18 2022 | DOC - PDF |
Lodge Card | Mar 20 2021 | DOC - PDF |
Microsoft Dynamics 365 Business Central Integration (Shared) | Mar 22 2023 | 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 | Apr 14 2022 | DOC - PDF |
PDF and Email Reports | Jul 1 2020 | DOC - PDF |
Personal Credit Card Import - see Imports below | ||
Policies | Jun 9 2023 | DOC - PDF |
Printed Reports Configuration | Nov 1 2022 | DOC - PDF |
Receipt Handling - Approved Senders | Jul 1 2020 | DOC - PDF |
Receipt Handling - Digital Tax Invoice | Aug 23 2023 | DOC - PDF |
Receipt Handling - Digital Tax Receipts for Mexico | June 16 2023 | DOC - PDF |
Receipt Handling - Payment Hold Configuration | Sep 27 2022 | DOC - PDF |
Receipt Handling - Receipt Limits | Nov 1 2022 | DOC - PDF |
Receipt Handling - Scan Configuration | Jul 1 2020 | DOC - PDF |
Receipt Handling – Digital Receipts (formerly Uploaded and Emailed Images) | Nov 3 2022 | DOC - PDF |
Reporting Configuration (Shared) (aka Cognos; includes Match Category) | Mar 26 2018 | DOC - PDF |
Site Settings | Mar 31 2023 | DOC - PDF |
Sponsored Guest User | Jul 22 2020 | DOC - PDF |
Single Sign-On Overview (Shared) | Nov 14 2020 | DOC - PDF |
Single Sign-On (Shared) | Jan 22 2024 | DOC - PDF |
Taxability / Deductibility | Jun 19 2021 | DOC - PDF |
Taxability / Deductibility Service (new) | Sep 16 2023 | DOC - PDF |
Test User (Shared) | DOC - PDF | |
Training Administration (Shared) | Mar 19 2021 | DOC - PDF |
Travel Allowance (Legacy) - Country Guides | Jan 18 2019 | DOC - PDF |
Travel Allowance Service (Current) - Country Guides | Apr 22 2022 | DOC - PDF |
Travel Segments Payment Types | Jul 13 2020 | DOC - PDF |
Two-Factor Authentication (Shared) | Nov 15 2023 | DOC - PDF |
Validations (Shared) | Aug 10 2020 | DOC - PDF |
Value Added Tax (VAT) / Tax Administration | Apr 21 2022 | DOC - PDF |
Workflow - Authorized Approvers | Aug 25 2023 | DOC - PDF |
Workflow - Cost Object Approval | Aug 25 2023 | DOC - PDF |
Workflow - Email Notifications | Jun 9 2023 | DOC - PDF |
Workflow - General Information | Oct 14 2023 | DOC - PDF |
Expense User Guides | Revised | Format |
App Center Admin (Shared) | Dec 5 2023 | DOC - PDF |
Attendee Administrator (Shared) | Mar 7 2022 | DOC - PDF |
Budget Admin (Shared, legacy) - see Budget (Shared) above | ||
Budget Adjustments Import (Shared) - see Imports below | ||
Budget Item Import (Shared) - see Imports below | ||
Cash Advance Admin | Aug 27 2021 | DOC - PDF |
Central Reconciliation (Shared) | Oct 1 2022 | DOC - PDF |
Company Card & Company Billed Statement Administrator | Dec 20 2019 | DOC - PDF |
Company Info (Shared) | Aug 10 2019 | DOC - PDF |
Data Retention (Shared) | Feb 14 2024 | DOC - PDF |
Expense Pay - Flex NOTE: Payment Manager processes are in the Payment Manager user guide. |
Aug 4 2023 | DOC - PDF |
Expense Pay - Global NOTE: Payment Manager processes are in the Payment Manager user guide. |
Aug 22 2023 | DOC - PDF |
Expense Payment Manager NOTE: Payment Manager processes are in the Expense Payment Manager setup guide. |
Mar 16 2024 | DOC - PDF |
Expense Type Import - see Imports below | ||
File Export Configuration | Jan 16 2015 | DOC - PDF |
File Transfer for Customers and Vendors (Shared) | Feb 19 2024 | DOC - PDF |
Import/Extract Administrator (Shared) | Mar 15 2024 | DOC - PDF |
Import/Extract Monitor (Shared) | Mar 15 2024 | DOC - PDF |
Japan Public Transport | Dec 8 2023 | DOC - PDF |
Japan IC Card Integration | Dec 8 2023 | DOC - PDF |
Payment Manager - Flex | Nov 10 2022 | DOC - PDF |
Payment Manager - Global | Apr 13 2022 | DOC - PDF |
Processor | Sep 8 2023 | DOC - PDF |
Proxy Logon | Apr 5 2023 | DOC - PDF |
Process Receipts | Sep 30 2019 | DOC - PDF |
User Administration (Shared) | Oct 14 2023 | DOC - PDF |
User Import (Shared) - see Imports below | ||
Verify | Jan 17 2024 | DOCX - PDF |
Expense Import / Extract Specifications | Revised | Format |
Imports (Assisted: scheduled in coordination with SAP Concur -or- On-demand: whenever required) | ||
Attendee Import, Ver 1 (Retired) (Shared) (Assisted) | Sep 28 2021 | DOC - PDF |
Attendee Import, Ver 2 (Current) (Shared) (Assisted) | Sep 28 2021 | DOC - PDF |
Budget Adjustments Import (Shared) (On-demand) | Jan 16 2021 | DOC - PDF |
Budget Item Import (Shared) (On-demand) | Jun 14 2022 | DOC - PDF |
Employee Import (Shared) (Assisted) | DOC - PDF | |
Exchange Rate Import (Shared) (Assisted) | Aug 27 2019 | DOC - PDF |
Expense Payment Confirmation Import (Assisted) | Jan 19 2024 | DOC - PDF |
Expense Type Import (On-demand) | Feb 10 2018 | DOC - PDF |
Japan Public Transport on NextGen UI - Commuter Pass Import | Oct 14 2022 | DOC - PDF |
List Import (Shared) (Assisted) | Apr 29 2022 | DOC - PDF |
Locations Import, Ver 1 (Retired) (Shared) (Assisted) | Aug 27 2019 | DOC - PDF |
Locations Import, Ver 2 (Current) (Shared) (Assisted) | Feb 14 2022 | DOC - PDF |
Tax Configuration Import (Assisted) | Aug 27 2019 | DOC - PDF |
Taxability/Deductibility Import (Assisted) | Aug 27 2019 | DOC - PDF |
Travel Allowance Import (XML Ver 1 - Retired) (Assisted) | Aug 27 2019 | DOC - PDF |
Travel Allowance Import (XML Ver 2 - Retired) (Assisted) | Aug 27 2019 | DOC - PDF |
Travel Allowance Import (XML Ver 3 - Current) (Assisted) | Aug 27 2019 | DOC - PDF |
User Import (Shared) (On-demand) | July 28 2023 | DOC - PDF |
Validation Table Import (Shared) (Assisted) | Feb 21 2023 | DOC - PDF |
Extracts | ||
Attendee Extract, Ver 1 (Retired) (Assisted) | Aug 27 2019 | DOC - PDF |
Attendee Extract, Ver 2 (Current) (Assisted) | Aug 27 2019 | DOC - PDF |
Standard Accounting Extract, Ver 2 (Assisted) | Aug 21 2021 | DOC - PDF |
Standard Accounting Extract, Ver 3 (Assisted) | Mar 1 2022 | DOC - PDF |
Standard Accounting Extract, Ver 4 (Assisted) | Mar 1 2022 | DOC - PDF |
Expense Pay: Expense Pay Extract (Assisted) | Aug 27 2019 | DOC - PDF |
Expense Pay: Expense Pay SEPA Extract for Single Euro Payment (Assisted) | Aug 27 2019 | DOC - PDF |