This video walks Budget administrators through enabling filtering by manager, configuring a default manager hierarchy, configuring a custom manager hierarchy, and adding a manager on the Budget item.
This resource is for Budget Owners demonstrating how to view the budgets they own and share using both SAP Concur mobile and Concur for desktop. It also shows reviewing individual budget line items and their impact on your budget and how to export these details to Excel.
This video provides instruction on accessing the budget dashboard, viewing the budget overview page, viewing budget details, and exporting spend dat within SAP Concur.
This video demonstrates adding a corporate Ghost Card to your travel configuration and assigning permissions for use of the card. The video also shows how to modify a Ghost Card and how to delete a Ghost Card.
This video walks administrators through using the Employee Import template for Concur Professional. Details include; populating the template, accessing the Import/Extract monitor and troubleshooting import template issues.
This video walks Travel administrators through the process of downloading data import templates. It also provides a walkthrough of completing the import template, uploading the template, scheduling import data tasks and managing import data tasks, including modifying properties and deleting the task.
This video demonstrates how to assign the Self-assigning Assistant permission to a user, how to act as a Self-assigning assistant, and how to view Self-assigning assistants from your profile.
This video demonstrates to Travel administrators how to setup self-registration for Travel users and designate which travel classes can use the self-registration option.
The video demonstrates how to update Travel Allowance rates and how to import new Travel Allowance rates. The document is a comprehensive guide on using Travel Allowance from the end user perspective and discusses how to configure the Travel Allowance feature.
This video demonstrates how travel arrangers can access another user's profile and book travel for them. It also shows how to quit acting as another user and return to your own profile.