Using Concur Expense

End User Training

Concur Sign In Security Changes: Two-Factor Authentication (2FA) and New Password Policy UI (SignIn Settings UI)

To enhance the sign in security of all SAP Concur users, two-factor authentication (2FA) will be required on www.concursolutions.com starting October 18, 2023. All users who are using basic authentication (SAP Concur username and password) on web or mobile will need to set up 2FA at that time. Click https://www.concurtraining.com/cnqr/mfa to learn more.

Please note: This is the page for SAP Fiori with Horizon resources. (If you are not using the SAP Fiori with Horizon theme, please visit the Concur Gateway page.)

Using Expense Pay

By completing the Using Expense Pay course, you will learn what the tool is and how it can benefit you and your company. You will also learn how to set up add your bank account to your profile and track your reimbursements

 

Topic Videos Tip Sheets Guides
Travel and Expense Overview (Legacy Experience) (7 min) Video: Travel and Expense Overview (Legacy Experience)
SAP Concur Expense QuickStart Guide Guide: SAP Concur Expense QuickStart Guide
Signing in to SAP Concur with Two-Factor Authentication (1 min) Video: Signing in to SAP Concur with Two-Factor Authentication
Tip Sheet: Signing in to SAP Concur with Two-Factor Authentication
Updating Your Expense Profile (2 min) Video: Updating Your Expense Profile
Tip Sheet: Updating Your Expense Profile
Creating an Expense Report (2 min) Video: Creating an Expense Report
Tip Sheet: Creating an Expense Report
Activating E-Receipts (1 min) Video: Activating E-Receipts
Tip Sheet: Activating E-Receipts
Activating Direct Deposit (2 min) Video: Activating Direct Deposit
Tip Sheet: Activating Direct Deposit
Adding a Delegate (4 min) Video: Adding a Delegate
Tip Sheet: Adding a Delegate
Requesting a Cash Advance (2 min) Video: Requesting a Cash Advance
Tip Sheet: Requesting a Cash Advance
Acting as a Delegate (3 min) Video: Acting as a Delegate
Tip Sheet: Acting as a Delegate
Adding and Removing Cash Advances (2 min) Video: Adding and Removing Cash Advances
Tip Sheet: Adding and Removing Cash Advances
Working with Company Bill Statement Reports Video: Working with Company Bill Statement Reports
Tip Sheet: Working with Company Bill Statement Reports
Adding an Out-of-Pocket Expense to an Expense Report (2 min) Video: Adding an Out-of-Pocket Expense to an Expense Report
Tip Sheet: Adding an Out-of-Pocket Expense to an Expense Report
American Express Business Card Connection
Tip Sheet: American Express Business Card Connection
Adding Card Transactions to an Expense Report (2 min) Video: Adding Card Transactions to an Expense Report
Tip Sheet: Adding Card Transactions to an Expense Report
Creating an Expense Report Based on a Completed Trip (2 min) Video: Creating an Expense Report Based on a Completed Trip
Tip Sheet: Creating an Expense Report Based on a Completed Trip
Recalling and Deleting Cash Advances (1 min) Video: Recalling and Deleting Cash Advances
Tip Sheet: Recalling and Deleting Cash Advances
Itemizing Expenses (2 min) Video: Itemizing Expenses
Tip Sheet: Itemizing Expenses
Copying an Expense (1 min) Video: Copying an Expense
Tip Sheet: Copying an Expense
Allocating Expenses (2 min) Video: Allocating Expenses
Tip Sheet: Allocating Expenses
Entering Personal Car Mileage (2 min) Video: Entering Personal Car Mileage
Tip Sheet: Entering Personal Car Mileage
Working with Available Receipts (4 min) Video: Working with Available Receipts
Tip Sheet: Working with Available Receipts
Working with Expense Assistant (2 min) Video: Working with Expense Assistant
Itemizing Nightly Lodging Expenses (4 min) Video: Itemizing Nightly Lodging Expenses
Tip Sheet: Itemizing Nightly Lodging Expenses
Working with Receipt Declarations (2 min) Video: Working with Receipt  Declarations
Tip Sheet: Working with Receipt  Declarations
Creating an Attendee Group Video: Creating an Attendee Group
Tip Sheet: Creating an Attendee Group
Printing and Submitting an Expense Report (1 min) Video: Printing and Submitting an Expense Report
Tip Sheet: Printing and Submitting an Expense Report
Adding Attendees to a Business Expense (2 min) Video: Adding Attendees to a Business Expense
Tip Sheet: Adding Attendees to a Business Expense
Reviewing and Approving an Expense Report Video: Reviewing and Approving an Expense Report
Tip Sheet: Reviewing and Approving an Expense Report
Converting Foreign Currency Transactions Video: Converting Foreign Currency Transactions
Tip Sheet: Converting Foreign Currency Transactions
Sending Back an Expense Report (2 min) Video: Sending Back an Expense Report
Tip Sheet: Sending Back an Expense Report
Deleting an Expense Report (1 min) Video: Deleting an Expense Report
Tip Sheet: Deleting an Expense Report
Enabling and Disabling Expense Assistant (2 min) Video: Enabling and Disabling Expense Assistant
Tip Sheet: Enabling and Disabling Expense Assistant
Adding an Additional Review Step Video: Adding an Additional Review Step
Tip Sheet: Adding an Additional Review Step
Correcting and Resubmitting an Expense Report (2 min) Video: Correcting and Resubmitting an Expense Report
Tip Sheet: Correcting and Resubmitting an Expense Report
Creating an Expense Report with Fixed Travel Allowances (in the TA Service) (3 min) Video: Creating an Expense Report with Fixed Travel Allowances (in the TA Service)
Tip Sheet: Creating an Expense Report with Fixed Travel Allowances (in the TA Service)
Troubleshooting Missing Transactions Video: Troubleshooting Missing Transactions
Tip Sheet: Troubleshooting Missing Transactions