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Professional Toolkit
Travel Policy Admin Overview
This video demonstrates to Travel administrators how to; create a travel policy violation reason, review Travelfusion Suppliers and Vendor FoID admin features, managing travel vendor exclusion, modifying custom text, setting regional hotel rates, and enabling travel alternatives.
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Page(s): /toolkit/en/travel/administrator
Travel Policy Administrator - Travel Class Rules
This video demonstrates to Travel Administrators how to add a new Travel rule class, how to enable Travel rules, and how to clone Travel rules.
Video: Play
Page(s): /toolkit/en/travel/administrator
Travel Reporting
The video demonstrates how to run travel reports. The document discusses the permissions needed to run Travel reports and provides a list of all available Travel reports with a description of each. It also shows whether the Travel report is available for Standard, Professional or both configurations.
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Page(s): /toolkit/en/travel/administrator
Travel Request Processor
This video walks Travel Request administrators through reviewing and approving a Travel Request.
Video: Play
Page(s): /toolkit/en/travel/administrator
Travel Rule Builder
This video demonstrates how Travel administrators can create and enable a new travel rule.
Video: Play
Page(s): /toolkit/en/travel/administrator
Travel System Admin - Import Hotel Discounts
The Import Hotel Discount feature allows you to update your hotel discount entries in bulk. This includes deleting all entries, adding new entries, or updating existing entries.
Video: Play
Page(s): /toolkit/en/travel/administrator
TripLink Training Resources
This webpage provides information and training resources on the SAP Concur TripLink tool.
Guide: Open
Page(s): /toolkit/en/travel/administrator
Attendee Configuration
This video walks site administrators through creating a new attendee type and how to modify existing attendee types. It also shows how to configure which expense types will be used in tracking cost per attendee.
Video: Play
Page(s): /toolkit/en/expense/administrator
Attendee Import (Shared)
The video demonstrates how to access and complete the Attendee Import template. It also shows how to import the template to add attendees to a business meal or entertainment expense. The guide discusses how site administrators can create an employee import template for use by end users.
Video: Play
Page(s): /toolkit/en/expense/administrator
Budget Setup Guide (Shared)
This document provides a setup guide for the Budget tool of SAP Concur.
Frequently Asked Questions: Signing in to SAP Concur
An instructional video tutorial on the process of resetting your password through the Forgot My Password hyperlink on the Concur Expense sign-in page.
Guide: Open
Page(s): /toolkit/en/getting-started/end-user
Cash Advance Admin
The Cash Advance Admin guide provides an overview of the Cash Advance feature and process. It also provides instructions on viewing employee cash advance balances, issuing cash advances, searching for cash advances, sending a cash advance back to an employee and recording cash returned manually by employees. The video walks Cash Advance Administrators through viewing employee cash advances and working with cash advances that have not yet been issued.
Video: Play
Page(s): /toolkit/en/expense/administrator
Working with Company Bill Statement Reports
These resources demonstrate the steps to Purchasing Card holders on; accessing statement reports, updating expenses on a statement report, allocating expenses on a statement report, attaching receipts to statement reports, viewing the statement report details and submitting a statement report.
Page(s): /toolkit/en/expense/end-user
Company Card - Manage Accounts
This video walks corporate card administrators through searching for card accounts, modifying card accounts, and how to manually create and assign a card account.
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Page(s): /toolkit/en/expense/administrator
Company Card - Manage Card Programs
This video demonstrates to company card administrators how to create and manage card programs. It also shows how to manage statement periods.
Video: Play
Page(s): /toolkit/en/expense/administrator
Company Card - Manage Transactions
This video demonstrates to company card administrators how to search for hidden company card transactions and release them to users. It also shows how to hide unassigned transactions from the employee's view.
Video: Play
Page(s): /toolkit/en/expense/administrator
Company Card - Merchant Code Mapping
This video walks company card administrators through mapping merchant codes to standard industry codes to determine the default expense type for imported company card transactions.
Video: Play
Page(s): /toolkit/en/expense/administrator
Company Card - Settings
This video walks company card administrators through the global card settings that determine the level of control employees have over their company card transactions.
Video: Play
Page(s): /toolkit/en/expense/administrator
Company Card - View Import Logs
This video demonstrates to company card administrators how to view company card import logs, which includes the run history, import summary and import details.
Video: Play
Page(s): /toolkit/en/expense/administrator
Company Card and Company Bill Statement Administrator
This resource is a comprehensive guide for company card administrators in getting their corporate card or purchasing card programs setup in Concur. It covers adding cards, managing card accounts, managing transactions, managing lodge accounts, managing fleet/fuel transactions, merchant code mapping, viewing import logs, exporting data to Excel, working with dependencies and limitations, and the difference between effective date and transaction release period.
Page(s): /toolkit/en/expense/administrator