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Professional Toolkit
Invoice Processor - Reviewing & Approving a Payment Request
The Invoice Processor is used for reviewing and approving payment requests. You can access requests awaiting your approval from the My Tasks section of the SAP Concur home page, or from the Invoice menu.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Processor - Sending Back a Payment Request
This video demonstrates to Invoice Processors how to send back a Payment Request for the employee to make corrections.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Invoice Processor - Deleting Payment Requests
This video demonstrates how an Invoice Processor can delete a payment request and restore deleted requests.
Video: Play
Page(s): /toolkit/en/invoice/administrator
Company Locations
This document provides a setup guide for Invoice company locations of the SAP Concur Standard Edition.
Guide: Open
Page(s): /toolkit/en/invoice/administrator
Compliance Controls
This document provides instruction on setting up compliance controls within the invoice product of SAP Concur.
Guide: Open
Purchase Request & Purchase Order
This resource is designed to provide a better understanding of the Purchase Request/Purchase Order module of Concur Invoice for Professional customers. It outlines all the tasks a Purchase Request user can do, what the Purchase Request Approver can do, what the Purchase Request Processor can do, what the Purchase Order user can do, and what the Purchase Order Processor can do. It also provides steps to processors for creating and managing queries.
Guide: Open
File Export Configuration
This document provides a setup guide for Invoice file export configuration within the SAP Concur Standard Edition.
Guide: Open
Page(s): /toolkit/en/invoice/administrator
Users (Shared)
This document provides instruction on the setup process for users within the SAP Concur Standard Edition.
Tax Administration
This document provides a setup guide for Invoice tax administration with the SAP Concur Standard Edition.
Guide: Open
Page(s): /toolkit/en/invoice/administrator
Taxation
This document provides a setup guide for Invoice taxation within the SAP Concur Standard Edition.
Guide: Open
Vendor Import (On-Demand)
This resource is for customers using Concur Invoice that have been assigned as a Vendor Manager. It provides steps for importing vendors into Concur by using the Vendor Import Template. It also provides a description of all the fields on the Vendor Import Template.
Guide: Open
Page(s): /toolkit/en/invoice/administrator
Frequently Asked Questions: SAP Concur's Safety Features
This document provides answers to frequently asked questions regarding SAP Concur's safety features.
Guide: Open
File Transfer for Customers and Vendors (Shared)
This resource discusses configuring File Transfer Protocol for use with Concur. The resource shows site administrators steps for authentication and file transfer details, formatting FTP files, and troubleshooting FTP issues.
Page(s): /toolkit/en/invoice/administrator, /toolkit/en/expense/administrator, /toolkit/en/travel/administrator
Payment Request Confirmation Import
This resource provides steps for Standard Invoice users on downloading the Payment Confirmation template, populating the template, importing the template, and reviewing the import details. It also provides definitions of the import detail fields.
Guide: Open
Page(s): /toolkit/en/invoice/administrator
Proxy Logon (Shared) User Guide
This document provides a setup guide for proxy logon of the SAP Concur Standard Edition.
Guide: Open
Page(s): /toolkit/en/invoice/administrator
How to Set Up Concur's Safety Features
This video demonstrates how to active SAP Concur safety features by adding a mobile phone number to your profile and by opting in to receive risk, safety, and other business-related notifications.
Video: Play
Getting Started Guide: SAP Concur's Safety Features
This resource is for site administrators to use to provide their employees with the instructions for getting started with SAP Concur's safety features.
Guide: Open
Signing in to SAP Concur
These resources show users the steps for logging on to SAP Concur and exploring the SAP Concur homepage.
Page(s): /toolkit/en/getting-started/end-user
Concur Locate QuickStart Guide
This resource is for site administrators to assist them in getting started using Concur Locate. It discusses searching for employees that are traveling, sending risk alert messages to employees, sending two-way status request messages, handling requests for assistance, adding users to a group, and sending messages to groups of users.
Guide: Open