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Invoice Expense Types
These resources provide an overview of Invoice expense types and a walkthrough of managing Invoice expense types, which includes: creating, modifying and removing. The guide also provides a list of expense type categories and a brief explanation of each.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Proxy Logon
The video demonstrates how to assign the Invoice Proxy Logon role. It also shows how to access a user's SAP Concur profile as Proxy and some of the tasks that can be performed. The guide provides a definition of a Proxy and discusses the tasks that are available for a Proxy.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Vendor Manager - Importing Vendors
This video demonstrates how Vendor Managers complete the Vendor Import template and import a list of approved vendors.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Vendor Manager - Manage Default Expense Type
This video demonstrates how Vendor Managers can assign or unassign default expense types to vendors.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Vendor Manager - Manually Matching Vendors
This video demonstrates how Vendor Managers can select an unapproved vendor and manually match it to an approved vendor.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Vendor Manager - Vendor Import Access Mapping
This video demonstrates how Vendor Managers can import vendor access mapping to assign company groups to certain vendors. The video shows how to complete the Vendor Access Mapping template and import it into Invoice.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Vendor Manager - Vendor Mapping List
This video demonstrates how to use the Vendor Manager tool to assign default invoice owners to specific vendors. It also shows how to remove a default invoice owner from a vendor.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Overview (Shared)
This document provides a setup guide overview for the Standard Edition of SAP Concur.
Page(s): /toolkit/standard/en/expense/administrator, /toolkit/standard/en/invoice/administrator, /toolkit/standard/en/travel/administrator
Accounting (Shared)
This document provides a setup guide for shared accounting within the SAP Concur Standard Edition.
Page(s): /toolkit/standard/en/expense/administrator, /toolkit/standard/en/invoice/administrator, /toolkit/standard/en/travel/administrator
Policy Groups (Shared)
This resource provides instructions to Standard Configuration site administrators for creating Policy Groups by country.
Page(s): /toolkit/standard/en/expense/administrator, /toolkit/standard/en/invoice/administrator, /toolkit/standard/en/travel/administrator
Custom Fields (Shared)
This resource is a comprehensive guide for Standard Configuration site administrators showing how to create custom fields, inlcuding; creating single and multi-level lists, creating a free-form text field, creating a checkbox, editing custom field lists, managing custom field visibility, importing list items, and deleting custom fields.
Page(s): /toolkit/standard/en/expense/administrator, /toolkit/standard/en/invoice/administrator, /toolkit/standard/en/travel/administrator
Enhancing Accuracy in Hotel Itemizations Using AI in ExpenseIt
This resource provides FAQs from users regarding ExpenseIt. It provides answers to the most commonly asked questions users have when getting started with ExpenseIt.
Approval Routing
This document provides a setup guide for approval routing within the SAP Concur Standard Edition.
Guide: Open
Mileage Rates
This document provides a setup guide for expense mileage rates within the SAP Concur Standard Edition.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Company Card
This document provides a setup guide for expense company cards within the SAP Concur Standard Edition.
Guide: Open
Page(s): /toolkit/en/expense/administrator
File Export Configuration
This resource is for Standard configuration site administrators showing them how to customize the export file generated by closing a batch that they will upload into their ERP system.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Reporting Configuration for Analytics
This document provides a setup guide containing general information and customization of Analytics within SAP Concur.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Concur QuickBooks Connector (Shared)
This resource provides the steps for configuring the Intuit QuickBooks connector, sending Expense and Invoice data to QuickBooks, and managing the integration of Concur and QuickBooks.
Guide: Open
Page(s): /toolkit/standard/en/expense/administrator, /toolkit/standard/en/invoice/administrator, /toolkit/standard/en/travel/administrator
Concur Salesforce Connector (Shared)
This resource provides an overview of the SalesForce connector and what end users will see when SalesForce is integrated with Concur. It also provides steps for configuring the SalesForce connector, and troubleshooting SalesForce issues.
Page(s): /toolkit/standard/en/expense/administrator, /toolkit/standard/en/invoice/administrator, /toolkit/standard/en/travel/administrator