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Professional Toolkit
Company Bill Statements
The video demonstrates assigning Company Billed Statements permissions to users. It also shows how to: create a purchasing card program, modify a purchasing card program, create a purchase card account, and assign a purchase card to a user. The guide walks through the steps of configuring Company Billed Statements, including setting up policies, configuring the purchasing card feed, associating purchasing card to your program, and merchant code mapping.
Video: Play
Page(s): /toolkit/en/expense/administrator
Manually Creating an Invoice from an Existing Vendor
These resources provide step by step instructions on manually creating an invoice, which includes; selecting an approved vendor, entering invoice details, itemizing invoice line items, viewing available actions and details, and lastly submitting the invoice.
Adding Distributions to an Invoice
These resources demonstrate adding distributions to an invoice itemization and distributing the items by percentage.
Creating a Recurring Invoice
These resources demonstrate creating a recurring invoice as well as editing existing recurring invoices.
Requesting a New Vendor
These resources show requesting a new vendor using Concur Invoice including providing vendor documentation.
Assigning a Purchase Order to an Invoice
These resources demonstrate the steps for creating a new invoice, assigning a PO to the invoice, copying PO line items to the invoice, and submitting the invoice for approval.
Creating a Purchase Request
These resources provide the steps for requesting a new item, creating/requesting a new vendor, completing the item details, creating a purchase request, submitting the request.
Page(s): /toolkit/en/invoice/end-user
Reviewing and Approving a Purchase Request
These resources demonstrate the steps for reviewing and approving a purchase request. They also show the steps on reviewing your approved requests.
Page(s): /toolkit/en/invoice/end-user
Entering a Goods Receipt
These resources walk through the steps for opening an existing purchase request, entering the received goods, and attaching a goods receipt.
Page(s): /toolkit/en/invoice/end-user
Concur Expense QuickStart Guide
This guide provides detailed step-by-step instructions for getting started with, and using, Concur Expense and its features.
Guide: Open
Updating Your Expense Profile
These resources demonstrate the steps for editing your expense profile. They specifically show how to add an Expense Delegate to your profile.
Page(s): /toolkit/en/expense/end-user, /toolkit/en/getting-started/end-user, /toolkit/en/expense/end-user/ui02
Enabling Expense Assistant
These resources show to methods for enabling the Expense Assistant feature. They also show how to disable the Expense Assistant feature.
Page(s): /toolkit/en/expense/end-user
Working with Expense Assistant
These resources demonstrate working with Expense Assistant created expense reports, including; access the reports, updating the report as needed, and submitting the report.
Page(s): /toolkit/en/expense/end-user
Creating a New Expense Report
These resources demonstrate creating a new expense report in SAP Concur, including completing the Report Header fields.
Acting as a Delegate
These resources demonstrate acting as a delegate and verifying your email address. They also demonstrate sending in a receipt image to Concur on behalf of your delegate.
Creating an Expense Report Based on a Completed Trip
These resources demonstrate creating an expense report from an itinerary where the trip has been completed. They also show correcting exceptions on the report.
Page(s): /toolkit/en/expense/end-user
Creating an Expense Report with Fixed Travel Allowances (in the TA Service)
These resources show users the process for adding fixed travel allowances to an expense report, including; manually creating a travel itinerary, assigning the travel itinerary to a report, and entering any provided meals that would reduce the allowance for that day.
Page(s): /toolkit/en/expense/end-user, /toolkit/en/getting-started/end-user, /toolkit/en/expense/end-user/ui02
Creating an Expense Report with Reimbursable Travel Allowances
These resources show users the process for adding travel allowances to an expense report, including; manually creating a travel itinerary, assigning the travel itinerary to a report, and viewing the reimbursable allowances summary.
Adding an Out-of-Pocket Expense to an Expense Report
These resources demonstrate adding/creating an out of pocket expense on an expense report.
Page(s): /toolkit/en/expense/end-user
Adding Card Transactions to an Expense Report
These resources show end users the steps for viewing their available corporate card charges and adding these charges to an expense report. They also point out the option to import personal card transactions to an expense report.
Page(s): /toolkit/en/expense/end-user