Training Toolkit Search
Professional Toolkit
Creating a Cash Advance
These resources show users the process for creating a cash advance request and selecting an approver to route it to for approval.
Page(s): /toolkit/en/expense/end-user
Itemizing Expenses
These resources provide a demonstration of itemizing an expense on an expense report. They also show viewing the itemizations of an expense.
Page(s): /toolkit/en/expense/end-user
Itemizing Nightly Lodging Expenses
These resources demonstrate itemizing a hotel expense by entering recurring hotel charges, individual charges, and marking an itemization as personal.
Page(s): /toolkit/en/expense/end-user
Copying an Expense
These resources demonstrate copying an expense on an expense report and updating the expense line item created from the copy.
Page(s): /toolkit/en/expense/end-user
Allocating Expenses
These resources show the steps for allocating multiple expenses on an expense report.
Page(s): /toolkit/en/expense/end-user
Activating Direct Deposit (Expense Pay)
This video and document provides instruction on activating E-Receipts within the Concur web application.
Page(s): /toolkit/en/expense/end-user
Working with Available Receipts
These resources demonstrate working with available receipts, including; verifying your email address, uploading receipt images to Available Receipts, and attaching a receipt from Available Receipts to an expense line item.
Page(s): /toolkit/en/expense/end-user
Working with Receipt Declarations
This video shows expense end users how to access and create a missing receipt affidavit for an expense. It also shows how to remove a missing receipt affidavit from an expense. The tip sheet provides step by step instructions on accessing, creating and deleting a missing receipt affidavit.
Working with Personal Car Mileage
This video demonstrates how to add car mileage to an expense report and how to use the Mileage Calculator for determining distance. The tip sheet provides step by step instructions on adding a car mileage expense with the help of the Mileage Calculator.
Adding Attendees to a Business Expense
These resources show how to add a previously used attendee to a business meal expense. They also provide the steps on creating a new attendee to add to a business meal.
Page(s): /toolkit/en/expense/end-user
Converting Foreign Currency Transactions
These resources demonstrate how to convert amounts for expenses incurred in foreign currencies to the users default or assigned currency for out of pocket expenses.
Page(s): /toolkit/en/expense/end-user
Deleting an Expense Report
These resources provide the steps on how to delete an expense report.
Page(s): /toolkit/en/expense/end-user, /toolkit/standard/en/expense/end-user, /toolkit/en/expense/end-user/ui02
Printing and Submitting an Expense Report
These resources provide the steps for printing a copy of an expense report. They also show the steps for submitting an expense report.
Page(s): /toolkit/en/expense/end-user/ui02
Reviewing and Approving an Expense Report
These resources show managers/approvers how to work with expense reports that are in their approval queue, including reviewing and approving the reports.
Page(s): /toolkit/en/expense/end-user
Adding an Additional Review Step
These resources provide the steps to expense report approver for adding an additional approver by to the expense report by using the Approve & Forward option.
Page(s): /toolkit/en/expense/end-user
Sending Back an Expense Report - SAP Concur
These resources provide the steps to expense approvers for reviewing an expense report and sending an expense report back to the submitter for correction.
Page(s): /toolkit/en/expense/end-user
Correcting and Resubmitting an Expense Report
These resources provide the steps to expense report submitters for correcting and resubmitting a report that was sent back to them.
Page(s): /toolkit/en/expense/end-user
Troubleshooting Missing Transactions
These resources help Concur end users resolve issues regarding corporate card transactions that are missing.
Page(s): /toolkit/en/expense/end-user
NextGen UI for Concur Request Guides and Resources: Admin Professional
This resource provides site administrators for our Professional platform with links to documents and guides that pertain to Concur Request. The documents and guides are; setup guides, release notes, FAQs, end user guides, quick start guides, and a link to the Admin resource center.
Concur Request: Overview
This document provides an overview guide of Concur Request within SAP Concur.
Guide: Open