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
- 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.
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