Training Toolkit Search
Professional Toolkit
Concur Request New User Interface
This resource demonstrates the steps for configuring Travel Allowance with Concur Request in the Next Generation UI for Professional customers. It covers topics such as; enabling daily allowance expense types, allowing requests to be recalled, and adding the Travel Allowance field to the Report Header.
Creating a Report from a Request
This video shows users the steps for viewing their approved travel requests and how to create an expense report from the travel request.
Video: Play
Admin Frequently Asked Questions: ExpenseIt in the SAP Concur App
This document provides questions and answers regarding administrative aspects of ExpenseIt within the SAP Concur App.
Guide: Open
Getting Started Guide: ExpenseIt in the SAP Concur App
This resource is a brief guide for site administrators to help them get their employees using the ExpenseIt feature in the SAP Concur mobile app.
Guide: Open
End User Training Presentation
This PowerPoint slide deck provides an introduction to SAP Concur Travel & Expense and its features and benefits. It also gives high level information on the Concur mobile app, e-receipts, ExpenseIt, approvals and additional resources to help customers with rollout. The slide deck also provides links to recorded demonstrations of using Concur.
Guide: Open
Page(s): /deployment-toolkit/en/cte/deployment-and-transition, /deployment-toolkit/en/expense/deployment-and-transition
FAQ for Admins - SAP Concur Mobile App (Android), (iPhone)
This resource, designed for site administrators, provides answers to the most commonly asked questions regarding the SAP Concur mobile app on Android, iPhone, and iPad.
Page(s): /toolkit/en/mobile/administrator
Getting Started with the SAP Concur Mobile App (Android), (iPhone)
This resource provides high level steps to end users for downloading and logging into the SAP Concur mobile app.
Guide: Open
Page(s): /toolkit/en/mobile/administrator
Creating an Attendee Group
This resource shows end users how to create and manage attendee groups using the Favorite Attendees page.
Video: Play
Page(s): /toolkit/en/expense/end-user/ui02
Enabling Expense Assistant - Admin
These resources provide the steps for Professional site administrators to activate Expense Assistant for groups and how to turn on the site setting to allow users to opt into Expenses Assistant.
Video: Play
SAP Concur Mobile App User Guide (Android) (Android)
This resource is a guide for getting started using the SAP Concur mobile app for Android. It includes tasks such as; downloading the app, logging into the app, and viewing the message center. It also provides links to more comprehensive resources that walk through the different Concur products available in the app and how to use them.
Guide: Open
Page(s): /toolkit/en/mobile/android/end-user
Rolling Out SAP Concur: Tip, Tricks, and Resources
This resource provides best practices for customer rolling out SAP Concur products. It provides areas that customers should be aware of, tips for successful rollout, and resources to help during the entire implementation.
Guide: Open
Measuring Success Plan and Schedule
This resource provides a plan to customers for the timing and delivery of their surveys that are designed to ensure a successful roll out and measure employee satisfaction with the entire roll out.
Guide: Open
Rolling out Concur: Tips, Tricks, Resources
This document provides information on best practices for rolling out SAP Concur Standard Edition.
Guide: Open
Change Management Activities Guide
This resource provides a high level description of the Change Management phases that go along with a customer's implementation of Concur. This resource provides guidelines of what should occur during each phase.
Guide: Open
Page(s): /deployment-toolkit/standard/en/get-deployed, /deployment-toolkit/en/deployment-and-transition
Rollout Announcement
This document provides a sample rollout announcement Email for the SAP Concur Standard Edition.
Guide: Open
Initial Login Checklist
This document provides a checklist to be preformed on a SAP Concur initial login.
Guide: Open
Adding and Removing Cash Advances
This video demonstrates adding and removing a cash advance from an expense report using the Next Generation UI.
Video: Play
Page(s): /toolkit/en/expense/end-user/ui02
Expense Report Details
This video demonstrates how to review all expense report details using the Concur Detect by AppZen audit tool.
Video: Play
Page(s): /toolkit/en/travel/concur-detect/administrator, /deployment-toolkit/en/travel/concur-detect/administrator
Amount Verification
This short video discusses using Concur Detect by AppZen to audit expense amounts and verify that the amounts are within company set limit thresholds.
Video: Play
Page(s): /toolkit/en/travel/concur-detect/administrator, /deployment-toolkit/en/travel/concur-detect/administrator