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Professional Toolkit
Travel Allowance (United States)
This document provides a setup guide for United States travel allowance within the SAP Concur Standard Edition.
Page(s): /toolkit/en/expense/administrator
Default Settings (Shared)
This document provides a setup guide to default settings of the SAP Concur Standard Edition.
Guide: Open
Data Retention (Shared)
This document provides a setup guide for data retention with the SAP Concur Standard Edition.
Guide: Open
Invoice Payment Manager - Virtual Card
This document provides a user guide to the App Center Administrator within SAP Concur.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Process Reports
This resource is for Expense Processors in our Standard platform showing how they process expense reports to be extracted for payment. It covers running queries, creating and managing queries, setting Processor preferences, and discusses the different approval options they have as a Processor.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Change Log
This resource is for Standard platform site administrators demonstrating how to use the Change Log feature to see what types of configuration changes have been made in their sites and who made those changes.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Company Card Admin
This resource is for Standard site administrators who manage their company credit cards. It discusses the following topics; accessing the Company Card screen, searching for existing card accounts, creating new card accounts, modifying card accounts, assigning card accounts, unassigning a card account, deleting card accounts, and restoring a deleted card account. It also shows managing transactions, including searching for hidden transactions, releasing transactions, and hiding transactions. Lastly, it demonstrates mapping expense types to specific merchants.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Pharmaceutical/Medical Device Manufacturers
This resource is for Standard platform customers who have selected Pharmaceutical/Medical Device Manufacturer as their industry. It demonstrates how to access and download the Attendee Extract to ensure they are in compliance with government regulations in reporting on Healthcare Professional (HCP) spend.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Pharma/Medical Devices Attendee Extract
This resource is for Standard platform site administrators providing them with descriptions of all the columns contained in the Attendee Extract file.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Web Services
This resource provides Standard platform site administrators a brief explanation of Concur Web Services, which is used to manage partner applications for the SAP Concur platform.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Accounting Extract - Export File
This document provides a setup guide for for payment manager extract within the SAP Concur Standard Edition.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Accounting Extract - Export file for QuickBooks IIF
This resource is for Standard platform site administrators providing them with examples of the QuickBooks .IIF extract file with descriptions of the various data columns. It also provides steps for importing the .IIF file into QuickBooks and troubleshooting tips when importing the file.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Rich Data – Company Card Transactions as Receipts
This resource, for Standard platform site administrators, discusses what Rich Data is and how it can be used instead of a receipt. It also discusses how Rich Data can be used in conjunction with E-receipts.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Budget Adjustments Import (Shared)
This resource provides steps for using the Budget Adjustments Import Template. The steps include; downloading template, populating the template, uploading the template, and viewing the imported details.
Page(s): /toolkit/en/expense/budget/administrator, /toolkit/standard/en/expense/administrator, /toolkit/standard/en/travel/administrator
Budget Item Import (Shared)
This document provides a user guide for the Budget Item Import within SAP Concur.
Reporting User Guide
This document provides a user guide for expense reporting within the SAP Concur Standard Edition.
Page(s): /toolkit/en/expense/administrator
Vendor Manager
The video demonstrates how to use the Vendor Manager tool to: import vendors, match user requested vendors to approved vendors, assign default expense types to vendors, and assign default employee to vendors. The guide discusses an overview of Vendor Manager, important terminology, importing vendors, matching vendors, activating and deactivating vendors, creating and approving vendors, and adding vendor search variables.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Creating and Assigning Payment Requests - AP Users
This video demonstrates how an AP User in SAP Concur Standard can create a payment requests and assign it to another user.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Processor - Setting your Preferences
This video shows Invoice Processors how to manage their settings for processing payment requests. It also shows how to search for payment requests.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Processor - Creating a New Query
This video covers the default Invoice Processor queries and demonstrates how to build and run a custom query.
Video: Play
Page(s): /toolkit/en/invoice/administrator