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 | Tip Sheets | Guides |
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| Travel and Expense Overview (7 min) |  |
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| SAP Concur Expense QuickStart Guide |  |
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| Signing in to SAP Concur with Two-Factor Authentication (1 min) | |
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| Updating Your Expense Profile (2 min) | |
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| Creating an Expense Report (2 min) | |
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| Activating E-Receipts (1 min) | |
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| Activating Direct Deposit (2 min) | |
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| Adding a Delegate (4 min) | |
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| Requesting a Cash Advance (2 min) | |
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| Acting as a Delegate (3 min) | |
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| Adding and Removing Cash Advances (2 min) | |
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| Working with Company Bill Statement Reports | |
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| Adding an Out-of-Pocket Expense to an Expense Report (2 min) | |
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| American Express Business Card Connection | |
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| Adding Card Transactions to an Expense Report (2 min) | |
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| Creating an Expense Report Based on a Completed Trip (2 min) | |
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| Recalling and Deleting Cash Advances (1 min) | |
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| Itemizing Expenses (2 min) | |
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| Copying an Expense (1 min) | |
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| Allocating Expenses (2 min) | |
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| Entering Personal Car Mileage (2 min) | |
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| Working with Available Receipts (4 min) | |
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| Working with Expense Assistant (2 min) | |
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| Itemizing Nightly Lodging Expenses (4 min) | |
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| Working with Receipt Declarations (2 min) | |
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| Creating an Attendee Group | |
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| Printing and Submitting an Expense Report (1 min) | |
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| Adding Attendees to a Business Expense (2 min) | |
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| Reviewing and Approving an Expense Report | |
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| Converting Foreign Currency Transactions | |
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| Sending Back an Expense Report (2 min) | |
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| Deleting an Expense Report (1 min) | |
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| Enabling and Disabling Expense Assistant (2 min) | |
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| Adding an Additional Review Step | |
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| Correcting and Resubmitting an Expense Report (2 min) | |
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| Creating an Expense Report with Fixed Travel Allowances (in the TA Service) (3 min) | |
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| Troubleshooting Missing Transactions | |
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