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Then navigate to the question mark (upper-right corner) for real time assistance
Check out the video above to learn more about your implementation journey and how to successfully navigate this site.
How to use this toolkit: Select the appropriate section corresponding to each phase of your deployment, where you will find the resources to help ensure a successful implementation of SAP Concur.
For customers currently implementing SAP Concur, please contact your SAP Concur implementation project manager for assistance with this toolkit.
For customers who are in production and not currently implementing, please use the Contact Us button and follow the instructions provided.
During the Getting Started phase, you will meet with SAP Concur's implementation team and provide information that is needed for your implementation. Complete the steps outlined below.
Recommended to: Project Management, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.
When: First 2 weeks of the implementation engagement.
This guide will provide you with information regarding the scope of the implementation.
This guide will provide an outline of what to expect when participating in a SAP Concur Implementation, including roles and responsibilities, project structure and timeframes, so you may plan appropriately and be ready to engage.
For customers who have received the Concur Entitlement through the purchase of Finance/Grow Premium.
Check out this one pager to learn about next steps: Finance/GROW Premium Customer Next Steps(opens in new tab)
The Country/Region Template guides represented here are intended to provide customers with a starting point to aid in the deployment of their SAP Concur solution.
The following guides include considerations for companies intending to deploy SAP Concur Expense in the EMEA, Americas and/or Asia Pacific regions.
The information provided is based on consolidated experiences deploying and supporting customers in the countries referenced, with the intention to share common best practices and interpretations. The aim is to provide country considerations for reference as a starting point as companies prepare to gather requirements from local markets as part of their implementation roll-out.
Start planning now for how you will be rolling out SAP Concur and driving change with our Change Management activities guide.
During this phase, you will review your setup requirements with SAP Concur's implementation team, establish project milestones, and become more familiar with the product.
Recommended to: Project Management, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.
When: Following the Get Started phase.
Familiarize yourself and your project team with the product features as an Business End User.
Introducing SAP Concur’s Technical Document Portal, your one-stop resource for all the information you need for your interface development objectives with SAP Concur. Designed with our customers and partners in mind, this portal houses a wealth of knowledge and tools to support you with all your integration efforts.
SAP Concur Technical Document Portal(opens in new tab)
We highly recommend starting by reviewing the following documentation:
Concur Travel and Expense Supported Configurations(opens in new tab)
This document describes supported browsers, browser settings, available languages, and settings for SAP Concur Travel & Expense and SAP Concur Intelligence.
File Transfer for Clients and Vendors User Guide
(opens in new tab)This guide addresses the data exchange through various secure file transfer protocols. The File Transfer Guide, along with the other documents/videos, will provide an overview of the entire technical aspect of the SAP Concur Expense implementation project. Topics addressed include the Data Interchange Process, Encryption, Transfer Process, Overnight Processing Zones, File Naming Convention, File Properties, Employee Import, Exchange Rate Import, List Import, Standard Accounting Extract, etc.
Specifications and Templates for SAP Concur Expense(opens in new tab)This zipped file contains specifications for Import and Extract data. You will also find Excel templates to assist with data mapping. Please download and review the contents of this file before your scheduled Knowledge Transfers meeting with your Implementation Consultant.
Seamlessly and securely capture and connect more spend data to gain enhanced visibility, make informed decisions, and improve spend compliance – providing you with unprecedented control over the financial data that drives your business. With multiple integration options available, including DIY solutions using our suite of APIs and custom solutions crafted by SAP Concur, there is an integration path tailored to meet your unique business needs.
Managed Integration Services - access details on our Managed Integration Services offerings in our Managed Business Services section below. This includes information on Custom Integration & Automation, Client Web Services, and Extract Services.
Your organization logo can appear on the SAP Concur Home page. If you would like your logo added, please provide an image file that meets the following specifications:
During this phase, you will test and validate your system configuration. You will also train your staff on back office and configuration tools.
Recommended to: System Administrators, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.
When: Following the Analysis & Design phase.
(Note that some items may not be relevant to your implementation)
A guideline and high-level document to help develop your customer validation approach for SAP Concur Professional Edition.
Familiarize your back office and administration team with the product administration tools.
Learning Services Courses for Related Products Coming Soon.
Unlock the full potential of SAP Concur with our interactive training courses, tailored for beginner to advanced administrators. Tap into hands-on tips and tricks to expertly customize your site or dive deep to confidently maintain your SAP Concur configuration for your organization. Explore training options now!
SAP Concur Learning Services: Travel and Expense Trainings(opens in new tab)
During this phase, you will communicate the benefits of SAP Concur Travel & Expense to your organization, provide end-user training, and take control of your deployed solution.
Recommended to: All implementation project team members, administrators, and business end users.
When: Following the Configuration & Validation phase.
Learn the basics of SAP Concur Support and the SAP Support Portal.
A change management strategy is a high level plan by which your organization can achieve its goals throughout the change process. The strategy helps you to identify the big picture and how the change will help improve your organization overall.
Communication is an important piece of what makes change within your organization successful. Use these resources to learn more about best practices for ensuring your change communication is dynamic and effective.
Training is an integral part of what puts change into action, and creating a training plan and approach for reaching those impacted by change is what ensure changes within your organization are successful. Use these resources while developing a training plan so your users are prepared for change when it happens.
SAP Concur’s reporting offering includes an “on-demand” hosted reporting and analysis service. This service is seamlessly integrated with Concur’s powerful solutions, providing access to your organization’s travel and expense data. You can use the Concur reporting tools to create detailed, actionable reports to control costs and more effectively manage employee spend.
Information on our Consultative Intelligence offering Coming Soon.
Expertise and Care offerings provide customers ongoing opportunities to work with SAP Concur resources to get the most out of SAP Concur Solutions. They range from low touch (Concur Essential Care) to high touch (Concur Select Care) to support all our customers.
Gain the full power of your SAP Concur solution with personalized, proactive, and ongoing assistance. As your organization expands, your IT and financial systems can become overly complex and decentralized.SAP Concur Select Care can help by providing goals-based engagement and a tailored success plan for your business.
SAP Concur Advanced Care provides assistance to ensure you get the most from your solution. Rather than spending months getting up to speed, your designated consultant can hit the ground running, allowing your employees to stay focused on their primary responsibilities while still reaping the benefits your SAP Concur solution provides.
At SAP Concur, we understand that it helps to have additional assistance to achieve your objectives and get the most value from your investment.
Get the most out of your investment by making sure configurations reflect your current policies, processes, business strategies and market conditions. Subject matter experts at SAP Concur are available to help with your configuration updates and maintenance when you need them, freeing your resources to focus on business-critical tasks.
Managed Business Services is a part of the SAP Concur solution area. It is composed of a variety of different services with the objective of extending the functionalities and offerings available to SAP Concur customers. Managed business services leverage technology, scale, and automation to deliver intelligent solutions allowing our customer to satisfy their specific business needs.
Seamlessly and securely capture and connect more spend data to gain enhanced visibility, make informed decisions, and improve spend compliance – providing you with unprecedented control over the financial data that drives your business. With multiple integration options available, including DIY solutions using our suite of APIs and custom solutions crafted by SAP Concur, there is an integration path tailored to meet your unique business needs.
A Custom Connector empowers customers to unlock their business's full potential through an integrated solution from SAP Concur, offering versatile integration capabilities. These hosted custom connectors are tailored and managed by SAP Concur to meet the unique requirements of each customer. Developed on a case-by-case basis, these connectors deliver customized solutions aligned with your organization's specific needs. Custom integration can automate workflows, streamline data sharing, enhance operational efficiency, and much more.
If you have already purchased Custom Connector and have questions, please submit a case for assistance. If you have a need for a custom integration or automation solution, please contact your SAP Concur representative for more information.
To support your integration journey, our team of integration consultants is available to provide expert guidance. This consulting service includes strategic planning for new integration projects, identifying and unlocking new data access points, and troubleshooting and optimizing API performance. Our consulting services are designed to help you maximize the value of your integrations and ensure alignment with your business goals.
Below are resources designed to support your technical, IT, and business roles:
Extract Services provides organizations with file-based accounting and spend management data in the formats required by their systems. By customizing extracts to your specific software requirements, this service reduces the IT burden associated with financial posting and accelerates the realization of SAP Concur solutions' value. If your organization needs additional information beyond the standard Concur report or requires data in a different order, Extract Services enables you to customize these extracts. SAP Concur will handle the configuration, offering an enhanced support model to help update integrations as your business evolves.
If you have already purchased Extract Services and have questions, please submit a case for assistance. If you haven't yet acquired Extract Services, please contact your SAP Concur representative for more information.
SAP Concur reporting services provide tools and expertise to analyze travel, expense, and invoice data, enabling businesses to optimize spending, improve compliance and make data-driven decisions.
With Consultative Intelligence, you receive exclusive assistance from a Data Services Consultant with analytic expertise to build personalized reports tailored to your business needs. Our team of experts will help you to fully leverage your Concur data and transform it into actionable insight. Get ready to explore Consultative Intelligence with the resources below:
Concur Statutory Services are a global team providing specialist consulting to help customers maintain and enhance their existing statutory expense configurations. Gain access to consulting expertise, experiences and best practices regarding country-specific statutory topics including travel allowance, mileage, VAT, taxability, and deductibility. Statutory Services provide expertise to customers through either a managed service offering or as one-time consulting activities.
SAP Concur's Managed Rate Administration (MRA) is a service that helps businesses manage and update non-statutory and custom rates within their SAP Concur solutions. Investing in MRA means easy access to world-class specialists who can update your existing configurations. Organizations can receive expert support for maintaining rates for travel allowances, VAT, mileage, employee taxability and corporate deductibility, ensuring they are up-to-date and accurate.