Budget Admin Toolkit

Budget gives your budget owners and managers a holistic view into all spend managed in SAP Concur. With overviews, detailed dashboards, and notifications, Budget provides actionable insights that empower users to plan ahead as well as respond to unforeseen spend with accuracy and clarity.

 

The content on this page will help you promote awareness of Budget. The Budget Adoption Strategy Guide will walk you through this content and how to use it. You'll also find the link to the Concur Budget Owners and Managers page where content specifically for your budget owners and managers can be found.


Introduction - Working with Budget (Professional Edition)

This introductory course presents key terms, best practices, important points for Budget, and features available for Budget Dashboards.

 


Working with Budget Configuration (Professional Edition)

This course presents high-level configuration steps, guidelines, and “How-To Configure” practice opportunities.

Topic Videos Guides
Budget: Adoption Strategy Guide guide
Email Template: Introduce Budget to Your Company guide
Budget: Signage (Digital & Print) guide
Working with the Budget Dashboard
video
(6 min)
Activating Budget Tracking Fields
video
Adding Budget Items
video
Configuring the Filter by Manager Feature
video
Working with Budget Categories
video
Working with Budget Fiscal Calendars
video
Mapping Budget Tracking Fields
video
Working with Budget Settings
video
Budget Setup Guide (Shared) guide
Budget Admin - Activating Budget Tracking Fields
video
(4 min)
Budget Admin - Adding Budget Items
video
(2 min)
Budget Admin - Budget Periods
video
Budget Admin - Categories
video
(4 min)
Budget Admin - Mapping Budget Tracking Fields
video
(3 min)
Budget Admin - Working with Budget Categories
video
(3 min)
Budget Admin - Working with Budget Fiscal Calendars
video
(2 min)
Budget Admin - Working with Budget Manager Hierarchy
video
(6 min)
Budget Admin - Working with the Budget Settings
video
(4 min)
Budget Adjustments Import (Shared) guide
Budget Item Import (Shared) guide