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Sign in to your SAP Concur site
Then navigate to the question mark (upper-right corner) for real time assistance
Then navigate to the question mark (upper-right corner) for real time assistance
This step is critical and needs to be completed to properly activate your Concur Invoice solution. Complete the tasks outlined below.
In order for users to receive all email notifications from SAP Concur, the company's email server must be configured to accept all in-coming messages from the @concur.com, @concursolutions.com, @info.sap.com, @mail.sap.com, @surveys.sap.com, and @sap.com domains.
Important Note: If your internal configuration allows it, adding @*sap.com can minimize the need for future updates by allowing all emails from the sap.com domain and from subdomains of the sap.com domain. For example, if your allow list includes @*sap.com you do not need to add @sap.com, @info.sap.com or @mail.sap.com to your allow list because @*sap.com encompasses the sap.com domain and all of its subdomains.
To begin the set up process, watch Welcome to SAP Concur(opens in new tab), then gather the following information for Invoice to enter into your site:
Sign in to your SAP Concur(opens in new tab) site. SAP Concur uses Two-Factor Authentication for additional security, please use these links for guides: Setup Guide(opens in new tab) and video(opens in new tab).
Next, review the following resources to connect your Accounting Software to SAP Concur:
From the Home menu (upper left-hand corner, under Administration > select Invoice Settings > ensure the Product field shows Invoice, then select each tile to complete your setup. Use the materials below for additional assistance:
As a first step, review: Capture Processing Configuration(opens in new tab).
To access your Invoice Capture Settings: Navigate to Invoice Settings > View Advanced Settings > Capture Processing > then click Edit button.
Navigate to the question mark (Help dropdown) on your SAP Concur site
Verify your Concur Invoice configuration to ensure it meets your business requirements and is working as expected. This is critical for identifying and resolving issues before you rollout to your organization. Complete the tasks outlined below.
Review the following resources:
Next, start to submit Invoices for validation to ensure your site is working as expected.
Review Payment Manager(opens in new tab), then download your financial data extract file by following the Run the GL Extract(opens in new tab) instructions.
Navigate to the main menu in upper left-hand corner > Application > Invoice > Payment > Payment Manager.
Note: Not applicable if using a Quickbooks/Sage/Xero Connector.
Navigate to the question mark (Help dropdown) on your SAP Concur site
Launch Concur Invoice and monitor its performance to ensure a smooth transition from development to end-user rollout. Complete the tasks outlined below.
Navigate to: Home > Administration > Invoice Settings > User Accounts > Edit.
Note: The link sent to your users is only valid for 24 hours, but can be resent if needed.
Communications:
Navigate to the question mark (Help dropdown) on your SAP Concur site