Training Toolkit Search
Professional Toolkit
Expense Proxy Logon
The video demonstrates how to access a user's SAP Concur profile as a Proxy and some of the tasks a Proxy can perform. The guide provides a definition of a Proxy and discusses the tasks that are available for a Proxy.
Video: Play
Page(s): /toolkit/en/expense/administrator
Import/Extract Monitor (Shared)
The video demonstrates to site administrators how to view the Import/Extract run history, how to download Import/Extract files, and how to view Import/Extract download histories. The guide provides an overview of Imports and Extracts as well as providing instructions for working with and managing Imports/Extracts.
Video: Play
Page(s): /toolkit/en/expense/administrator
Japan Public Transport
This resource discusses Japan Public Transport and who should use this feature. It also provides step for configuring Japan Public Transport, importing commuter pass routes, and managing commuter pass routes.
Page(s): /toolkit/en/expense/administrator
Locate & Alert
This video demonstrates how to use the Locate tool to track events that may adversely affect traveling employees. It also shows how to send messages/alerts to employees that are traveling to ensure their safety and provide any additional instructions as needed.
Video: Play
Page(s): /toolkit/en/expense/administrator
Receipt Handling
This video discusses Receipt Handling in regards to Receipt Limits, Payment Holds and Scan Configurations. The video demonstrates how to setup receipt requirement limits, how to configure payment holds for receipts and how to configure scan options for paper receipts.
Video: Play
Page(s): /toolkit/en/expense/administrator
Report Admin (Shared)
This video demonstrates assigning permissions to users for being a Travel Reports administrator and/or to view Travel Reports.
Video: Play
Page(s): /toolkit/en/expense/administrator
User Administration (Shared)
This video demonstrates to site administrators how to create a new user profile and assign permissions to this user. It also walks through the steps of creating a Company Group to use in mass assigning a permission to multiple users. The guide discusses everything from creating new users, modifying user profiles, assigning permissions, and viewing the history of changes made to user profiles.
Video: Play
Locations (Shared)
The video demonstrates how to modify an existing city location, how to create a new city location, and activating automatic city updates. The guide discusses different location types and also how to create and maintain city locations.
Video: Play
Page(s): /toolkit/en/expense/administrator
Demo video – SAP Fiori with Horizon on the web
These resources provide a walkthrough of the different sections found on the SAP Concur home page, including; the taskbar, Alerts and Company Notes, My Tasks, Trip Search, and Upcoming Trips.
Video: Play
Page(s): /toolkit/en/getting-started/end-user, /toolkit/en/mobile/iphone/end-user, /toolkit/en/mobile/android/end-user, /toolkit/en/mobile/administrator
Demo video – SAP Fiori with Horizon on the SAP Concur mobile app
These resources provide a walkthrough of the different sections found on the SAP Concur home page, including; the taskbar, Alerts and Company Notes, My Tasks, Trip Search, and Upcoming Trips.
Video: Play
Page(s): /toolkit/en/getting-started/end-user
Test User Administration (Shared)
The video demonstrates how to create a test user. The guide discusses test user best practices, how to work with test users, using test users with Concur Travel and provides a guide for specific group use of test users.
Video: Play
Page(s): /toolkit/en/expense/administrator
Training Administration (Shared)
The video demonstrates how to manage the training resources available from within SAP Concur. It also includes how to add a contact for the training resources. The guide covers the permissions needed to update the training resources and also walks through managing these resources.
Video: Play
Page(s): /toolkit/en/expense/administrator
Payment Manager – Configuring Accounts
This video demonstrates how to add funding accounts for invoice payments, import vendor banking information, and configure checks for invoice payments.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Purchase Order - Processing
This video walks Purchase Order Processors through the steps of reviewing a Purchase Order and then transmitting the PO.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Purchase Request - Processing
This video demonstrates to Invoice Processors how to review and approve a purchase request.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice AP User
This video demonstrates how an AP Invoice user can view unassigned requests, assign a request to an employee, auto-assign a request to themselves, and it shows the different actions that can be taken on a payment request.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Capture - Verification
This video demonstrates how to verify invoice information, including receipts, that has come in through Invoice Capture. It also shows how to submit an Invoice batch for processing.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Capture - Batch Lists
This video demonstrates to Client Capture Manage Verifiers how to upload a batch from Invoice Capture and discusses all the actions that can be taken for a batch.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Capture - Document Separation
This video demonstrates how to use the Document Separation feature of Invoice to: split invoices, view invoice images, and submit invoices.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Capture - Permissions
This video demonstrates assigning roles/permissions to users for Invoice Capture.
Video: Play
Page(s): /toolkit/en/invoice/administrator