Professional Deployment Toolkit

Travel and 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	(2 min)
Enabling Expense Assistant	(2 min)
Working with Expense Assistant	(2 min)
Activating E-Receipts
Creating a New Expense Report	(2 min)
Working with Company Bill Statement Reports	(5 min)
Acting as a Delegate	(3 min)
Creating an Expense Report Based on a Completed Trip	(2 min)
Creating an Expense Report with Fixed Travel Allowances (in the TA Service)	(2 min)
Creating an Expense Report with Reimbursable Travel Allowances	(3 min)
Adding an Out-of-Pocket Expense to an Expense Report	(2 min)
Adding Card Transactions to an Expense Report	(2 min)
Creating a Cash Advance	(2 min)
Adding and Removing Cash Advances
Recalling and Deleting Cash Advances	(1 min)
Itemizing Expenses	(2 min)
Itemizing Nightly Lodging Expenses	(3 min)
Copying an Expense	(1 min)
Allocating Expenses	(2 min)
Activating Direct Deposit (Expense Pay)	(1 min)
Working with Available Receipts	(4 min)
Working with Receipt Declarations	(2 min)
Creating an Attendee Group
Adding Attendees to a Business Expense	(2 min)
Working with Personal Car Mileage	(2 min)
Converting Foreign Currency Transactions	(1 min)
Deleting an Expense Report	(1 min)
Reviewing and Approving an Expense Report	(2 min)
Adding an Additional Review Step	(1 min)
Sending Back an Expense Report - SAP Concur	(1 min)
Correcting and Resubmitting an Expense Report	(2 min)
Printing and Submitting an Expense Report	(2 min)
Troubleshooting Missing Transactions

Using Concur Travel

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