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NextGen UI for Concur Request Period Release Information
This resource provides access to enhancement release notes for Next Generation UI Concur Request.
NextGen UI for Concur Request Release Notes
This resource provides customers with Concur Request release notes to keep them up to date with changes happening in the Next Generation UI for Concur Request.
NextGen UI for Concur Request Transition Guide: Admin Standard
This resource is for Standard site administrators that provides them a guide for transitioning to the Next Generation UI for Concur Request.
NextGen UI for Concur Request Transition Guide: End User
This resource is intended for Concur Request end users to show them the changes that they will see with the Next Generation UI. It provides screenshots and explanations of screen changes and processes that affect end users.
NextGen UI for Concur Request Upcoming Enhancements
This resource provides a breakdown of features not yet available for Concur Request.
Creating and Submitting a Request to Travel
Manually creating a request, entering trip segments and submitting it.
Video: Play
Automatically Creating a Request from a Travel Itinerary
This video demonstrates creating a travel request automatically from a completed travel itinerary. The video also shows submitting the travel request.
Video: Play
Requesting Approval before Booking a Trip Using Concur Request
This video shows the steps for creating a travel request, adding trip segments to the request, and submitting the request. It also demonstrates creating a travel itinerary from an approved request.
Video: Play
Using Offline Booking to Request Travel
This video demonstrates to the traveler how to use offline booking to make a travel request.
Video: Play
Adding Expenses to a Request
This video demonstrates to the traveler the steps for adding expenses to a travel request to more accurately estimate the total cost of a trip. It also shows how to submit the travel request.
Video: Play
Adding Fixed Allowances to a Request
This video demonstrates to the travel the steps for adding fixed meal and fixed lodging expenses to a travel request. It also shows how to submit the travel request.
Video: Play
Closing a Request
This video walks the traveler through the steps for closing a travel request and how to view closed requests.
Video: Play
Requesting a Cash Advance
This video demonstrates the steps for creating and submitting a cash advance request.
Video: Play
Approving Travel Requests
This video walks approvers through the steps of reviewing, approving, and sending back a travel request.
Video: Play
SAP Concur Training Approach
This document outlines the End-User training approach that SAP Concur takes.
Guide: Open
Invoice Sample Presentation
This resource provides a training outline for teaching customers about Concur Invoice. It explains Concur Invoice, its benefits, and a brief outline of the rollout schedule.
Guide: Open
Training Agenda and High Level Script
This resource is a guide for those customers who are responsible for training their employees on using Concur. It provides a high level training script and an agenda outline that can be followed.
Guide: Open
Page(s): /deployment-toolkit/en/cte/config-and-validation, /deployment-toolkit/en/expense/config-and-validation, /deployment-toolkit/en/travel/config-and-validation, /deployment-toolkit/en/invoice/deployment-and-transition
Sample surveys
This resource provides sample surveys for customers to ensure a successful roll out of Concur and to measure employee satisfaction after go live.
Guide: Open
Page(s): /deployment-toolkit/en/cte/deployment-and-transition, /deployment-toolkit/en/expense/deployment-and-transition, /deployment-toolkit/en/travel/deployment-and-transition
Travel Service Guides
This document provides a guide and fact sheet to the SAP Concur Travel Services.
Page(s): /toolkit/en/travel/administrator
Adding an Approved Request to an Expense Report
This video demonstrates the steps for creating an expense report and adding a travel request to the report.
Video: Play