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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 Expense 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 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), FAQ and video(opens in new tab).
Next, you will be asked a series of questions upon log in, which includes selecting your Accounting Software. Use these resources for more detailed information.
Quickbooks Online: Steps to Connect Video(opens in new tab) | Setup Guide(opens in new tab)
Quickbooks Desktop: Requirements Video(opens in new tab) | Steps to Connect Video(opens in new tab) | Setup Guide(opens in new tab)
Complete the Activation Wizard, our data gathering tool, in your SAP Concur site to begin your set up. This may include:
As a first step, watch Policy and Workflow(opens in new tab).
To access Workflow Settings: Navigate to Expense Settings > Policy > select the Edit button.
If you need an Alternative Approval Workflow, please sign in to your site to use Chat with a Live Agent.
Review this Credit Card Feed Checklist(opens in new tab) to gather your information for your card program (it takes approximately 4-6 weeks for your bank to setup the feed from the time of form submission).
Reminder: Ensure you have set up a Payment Type in the Card Program Details. Please refer to Manage Company Card Programs(opens in new tab) for instructions.
Navigate to the question mark (Help dropdown) on your SAP Concur site
Verify your Concur Expense 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 Expense reports for validation to ensure your site is working as expected.
Review Payment (opens in new tab)Manager(opens in new tab) to close the batch(opens in new tab), then download your financial data extract file.
If you need to change the format of your financial data extract file, review File Export Configuration(opens in new tab).
Note: Not applicable if using a Quickbooks/Sage/Xero Connector.
Navigate to the question mark (Help dropdown) on your SAP Concur site
Launch Concur Expense and monitor its performance to ensure a smooth transition from development to end-user rollout. Complete the tasks outlined below.
Step 1: Register as an ASC
Navigate to the question mark (Help dropdown in top right corner) > select Contact Support, then fill out the required information, then select Save
Step 2: Update User Permissions
In your SAP Concur site, navigate to: Home > Administration > Expense 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