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Professional Toolkit
Company Info (Shared)
The video demonstrates how site administrators can add a new item to the Company Notes by using the Company Info tool. It also shows how to view the new Company Info item. The guide discusses the permission needed to work with Company Info and provides instructions for adding and managing Company Info.
Video: Play
Page(s): /toolkit/en/expense/administrator
Currency Administrator
The video walks site administrators through activating/adding reimbursement currencies and managing exchange rate settings. The guide gives an overview of currencies, walks administrators through the steps of adding reimbursement currencies and managing exchange rate settings. It also provides screenshots of what end users will see in the interface.
Video: Play
Page(s): /toolkit/en/expense/administrator
Setting Up the Self-Activated Single-Sign-On Service
This resource discusses configuring File Transfer Protocol for use with Concur. The resource shows site administrators steps for authentication and file transfer details, formatting FTP files, and troubleshooting FTP issues.
Page(s): /toolkit/en/invoice/administrator, /toolkit/en/expense/administrator, /toolkit/en/travel/administrator, http://www.concurtraining.com/deployment-toolkit/standard/en/expense/administrator, http://www.concurtraining.com/deployment-toolkit/standard/en/travel/administrator, http://www.concurtraining.com/deployment-toolkit/standard/en/invoice/administrator
Expense Pay
This guide discusses the Global Pay offering including; a description of the service, how it works, which countries and currencies it is available for, setup, end user considerations, and special cases/troubleshooting.
Guide: Open
Page(s): /toolkit/en/expense/administrator
Expense Pay - About Expense Pay
This video discusses Global Pay as it specifically relates to Expense Pay. The topics included in this video are: An overview of Expense Pay, Creating Expense Pay funding accounts, managing card programs for paying company credit cards, managing batch definitions, and monitoring batches and payees.
Video: Play
Page(s): /toolkit/en/expense/administrator
Expense Pay - Creating Funding Accounts
This video walks you through the steps of setting up the funding account to be used to make payments using Expense Pay. It also demonstrates how to confirm the funding account.
Video: Play
Page(s): /toolkit/en/expense/administrator
Expense Pay - Managing Batch Definitions
This video demonstrates how to set up employee paid batches and corporate card batches for Global Pay customers who use Expense Pay.
Video: Play
Page(s): /toolkit/en/expense/administrator
Expense Pay - Managing Card Programs
This video demonstrates how to view, modify corporate card programs. It also shows how to view statement periods for Purchasing Cards. Lastly, this video shows company card administrators how to add a new corporate card program.
Video: Play
Page(s): /toolkit/en/expense/administrator
Expense Pay - Monitoring Batches
This video demonstrates how to view Expense Pay batches, which includes viewing payment demands and audit trails of individual expense reports. This video also demonstrates how to view the funding and bank statements for Expense Pay batches.
Video: Play
Page(s): /toolkit/en/expense/administrator
Expense Pay - Monitoring Payees
This video walks you through how to deal with various situations regarding payment demands for expense reports, cash advances, and discusses how to view employee banking information.
Video: Play
Page(s): /toolkit/en/expense/administrator
Expense Processor
This document provides a user guide for the SAP Concur Expense Processor.
Page(s): /toolkit/en/expense/administrator
Expense Processor - Viewing Allocations and Adding Approvers
This video demonstrates to Expense Processors how to view expenses that have been allocated and how to send an expense report to a specific approver.
Video: Play
Expense Processor - Exporting Reports
This video shows Expense Processors how to access the Reports Ready For Processing list and export the list to Excel.
Video: Play
Expense Processor - List Settings
This video walks Expense Processors through customizing the columns of data displayed on the Processor screen.
Video: Play
Expense Processor - Preferences
This video walks Expense Processors through changing their processor screen preferences, including; running a default query, limiting queries by months, changing time zones, determining how many rows of reports to display in a list, opening next report in list after workflow change, and automatically opening receipts in a new window when reviewing a report.
Video: Play
Expense Processor - Queries
This video demonstrates how Expense Processors can create their own queries and how to run those customized queries.
Video: Play
Expense Processor - Receipts
This video walks Expense Processors through reviewing receipts attached to expense reports.
Video: Play
Expense Processor - Review and Approve
This video demonstrates to Expense Processors how to perform the following tasks: running queries, reviewing and approving expense reports, and marking expense reports for review.
Video: Play
Expense Processor - Search and Approve
This video demonstrates to Expense Processors how they can run one-off queries for expense reports, how to filter reports by groups, and how to approve multiple reports at once.
Video: Play
Expense Processor - Update and Send Back Reports
This video walks Expense Processors through updating expense reports and how to send back an expense report to a user to make corrections.
Video: Play
Page(s): /toolkit/en/expense/administrator