1. Setup

This step is critical to ensure your additional service(s) are configured correctly.

Depending on the additional services your company has contracted for, your SAP Concur Activation Team will provide supporting resources via email to guide you through the activation process.  

Review the Getting Started emails sent by your SAP Concur Activation Team to compile all relevant details and documents that outline your business requirements. 

Plan a meeting with your SAP Concur Activation Team. This session will provide an opportunity to: 

  • Review the overall activation process
  • Align on your business goals and requirements 
  • Define the next steps for service setup and Concur configuration 

Be sure to include all relevant stakeholders, especially those who are familiar with your business requirements and current Concur setup and processes.  

To activate certain additional services, a brief period of system downtime may be required. If this applies to your account, your SAP Concur Activation Team will notify you in advance. During this time:

  • Users will not be able to create or submit expense reports or invoices in SAP Concur.
  • Users can continue to log in and book travel without interruption.

To get assistance:

Please contact your assigned Activation Coach.

2. Validate

Review and confirm your new additional service(s) are configured to meet your business requirements and working as expected. This is critical for identifying and resolving issues before project completion and transition-to-support. 

Note: Validation methods and defined timelines may vary based on contracted services. Your SAP Concur Activation Team will provide specific guidance. 

Common validation methods include:

Submit and approve expense reports or invoices to confirm your system is working as expected.

Download your accounting extract file from SAP Concur to review the format and confirm compatibility with your ERP system.

If you encounter any issues during validation, document them and consult your SAP Concur Activation Team for resolution.

To get assistance:

Please contact your assigned Activation Coach.

3. Complete

Once your additional service(s) are configured and no issues are reported during the defined validation period, your SAP Concur Activation Team will send a project completion and transition-to-support email. 

This confirms that setup is complete and your service has been successfully handed over to the SAP Concur Support Team for ongoing assistance.

For additional services that impact employees’ day-to-day activities in SAP Concur, notify affected users and provide guidance on how to prepare and use the new features. 

After project completion, SAP Concur Support is available to assist with any questions or issues. 

Refer to the Admin Resource Library(opens in new tab) for support options and contact information.

 

To get assistance:

Please contact your assigned Activation Coach.