How to book travel for a guest traveler as a travel arranger. The essential guide to managing expenses in the uk if paper receipts litter your expense process and you rely on spreadsheets to manage this business critical function, youre not alone. Rice university is changing the travel and expense process. This page contains documentation relevant when integrating your sap erp or sap s4hana sap business suite 4 sap hana system with your sap concur system.
The essential guide to managing expenses in the uk concur. From the sap concur home page, use the flight tab to book a flight by itself or with car rental andor hotel reservations. At the top of the concur page, click profile then profile settings. The flight tab or air rail tab is on the left side of the page. The essential guide to managing expenses in australia. It is a webbased system that centralizes travel booking, out of pocket travel reimbursement, pcard reconciliation and cash advance processing. If you are an sap concur user seeking support, please log into your concur. Concur invoice with concur purchasing must be configured before using this api. Sap concur simplifies travel, expense and invoice management for total visibility and greater control. Quickstart user manual for federal travelers version 1. Find out why manual spreadsheets really are a thing of the past and how cloud expenses processes are improving productivity, visibility, costcontrol and employee satisfaction. Jason has a prior background in federal law enforcement as well as extensive experience in responsive and advisory forensic solutions for issues such as fraud, corruption, bribery, computer forensics, leakage of confidential data and workplace misconduct. Karen grobert, staff accountant, recordati rare diseases watch the video.
Concur has many user friendly features like the ability to email receipts and the receipts will be automatically available for the employee to submit. Concur instructional guides university of pennsylvania. C o n c u r u s e r m a n u a l 14 search for a rental car in concur searching for a flight in the. Sap concur developer center purchase request v4 get started. Credit cards required once you receive your university travel card, you will need to update this section of your profile. Therefore, if youre looking for the documentation for sp08, for. Concur lists are designed for each customer to easily allow employees to locate their billable project on the concur employee expense form. Concur offers comprehensive basic and customized training options for all products our goal.
You can access vendor manager in concur invoice to see these values. Travel and expense management services fintrans solutions. First time users logging into concurgov should read through the privacy act notice and click. These guides have been updated to reflect the new user interface. The user api can be used to add new users, however the user accounts will not be fully configured and ready for use. Log in to your world class concur solution here and begin managing business travel and expenses. Update your profile update your personal information 1. This is a space designed for sap concur administrators only. It can keep the entire process and all data at one place so that easy to manage the program overview. Government travelers can access training and guides to help them use concur, the state travel booking tool. Select the appropriate user from the search results. All documents are valid for both onpremise solutions. Concur integrates trip approval, expense reporting, and a complete travel booking solution.
F i r s t l e v e l o n l i n e s u p p o r t a g e n t m a n u a l 3 logging in to concur to log in to the concur online booking tool, first navigate to the ctm portal page for your company. Travelers cannot begin booking a trip until the required fields in the travel profile are updated and saved. Traveler user all uo employees with a payroll record including student employees and graduate fellows, set up in a nightly automatic feed from banner. On the personal information page, there are required fields you will need to update. Concur first time users guide access concur through mykohls single signon 1. In the administer for another user field, type the first few letters of the users name. Log in with your username and password to access the concur solutions website. The first thing you will need to do is log in to concur. On the left side of the page, click personal information. Concur is rices new userfriendly integrated travel and expense process automation.
Connect with your fellow admins and learn from their insights. The deandepartment head will need to login to concur and go to their profile. We are recommending business coordinators request their department head or dean set them up as report delegates in their profile. Sap concur solutions allowed us to streamline the whole progress and process of an invoice through payment. Manage your sap concur solution with a designated team of experts. Concur is a webbased tool that allows for automation of the travel request, booking and expense reporting of campus business travel. Guest traveler user users who do not have a uo payroll record, but are traveling for uo business or as participants participant support. Provide the best tools and training in the most efficient way to fit your needs ensure you are equipped to utilize and administer our solutions effectively deliver the right training no matter how familiar you are with the solutions. Guest traveleruserusers who do not have a uo payroll record, but are traveling for uo business or as participants participant support. Traveleruserall uo employees with a payroll record including student employees and graduate fellows, set up in a nightly automatic feed from banner. This comprehensive webbased service provides all of the tools users need to book travel as well as create and submit expense reports.
Concur user guide california state university, chico. You use the profile options page to customize your user profile. Many companies in the uk are wising up to the cost and time savings that an automated expense system can bring but where do you start. The concur mobile app complements our webbased solution, allowing you to manage anything expense and or travelrelated, wherever you are, from booking and managing itineraries to capturing receipts and submitting expense reports. From here, please follow the concur expense directions, which are listed in the concur expense manual. To join this group, please confirm that the verified email you use for community is the same that is use for logging in to concur solutions. Lists are synchronized from costpoint either on a schedule or ondemand depending on the size of the list. Sap concur developer center purchase request v4 get. Sap concur technologies version 1 fordham university. The essential guide to managing expenses in australia many businesses in australia have dramatically improved their effciency, and visibility of costs by moving to an automated expense management solution. Those reports will contain information for all those employees.
Concur expense training guide sap concur technologies version. If the following exception comes up, just click next again. Screenshot below then click on the green o to oncur button. Concur premier integrates expense reporting with a complete travel booking solution. How to add a new user in concur instructions for program administrators. To join this group, please confirm that the verified email you use for community is the. How to make changes to southwest flights in concur.
The essential guide to managing expenses in australia concur. Sand connector includes a twolevel multiconnected list in its annual subscription fee. Instructions for creating a concur profile 1 please note that these instructions provide the minimum information needed in order to set up a profile in concur. Any privacy information displayed on the screen or printed must be protected from unauthorized disclosure. To avoid reentering personal and permanent information about yourself phone number, contacts, credit card information, etc. Concur for mobile complements the web based solution, allowing you to manage. Autosuggest helps you quickly narrow down your search results by suggesting possible matches as you type. Concur can be integrated with employees hotel rewards, airline rewards, uber accounts, so that all the spend will flow automatically into concur. Update your request information expense information 1. The information you provide us is intended for internal use only, and we will not share, sell, or distribute your.
F i r s t l e v e l o n l i n e s u p p o r t a g e n t m a n u a l 1 concur user manual concur 1. A stepbystep guide to the usage of concur travel and expense. How to book travel for other employees as a travel arranger. Concur first time users guide travel and transport. Support your organizations unique needs with a team of consultants familiar with your sap concur configuration who will perform common system updates and configuration changes on your behalf.
Those reports will contain information for all those employees who report to that particular approver. The information you provide us is intended for internal use only, and we. Service administration 24 hour help from experts concur. Log on to concur following your companys logon instructions. Depending on your companys configuration, you might be able to select a rule class. Concur will be used for international travel requests, cash advance requests, travel expense. On the sap concur home page, on the menu, click travel. To create purchase requests, you need to supply a vendor code and vendor address code. If you need to get this data from sap concur using web services, you can use the vendor v3 api. Adding concur invoice has decreased the amount of time that ive spent chasing down paper invoices by 50%. Additional work to the user profiles must be completed, either with manual edits or updates via the user import, in order to complete the user profiles. Basic manual booking cant keep all data for long days, but sap concur solutions can keep the online booking data in one place for a long period.
We would like to show you a description here but the site wont allow us. Travel and expense management i sap concur solutions. Concur travel, expense and invoice solutions work seamlessly with each other and integrate with the systems you already have erp, hr. Dec 18, 2014 a stepbystep guide to the usage of concur travel and expense. C o n c u r u s e r m a n u a l 14 search for a rental car in concur searching for a flight in the concur online booking tool is simple. This comprehensive webbased service provides all of the tools users need to book travel as well as create. Concurs optical character reading ability is decent.
This will now generate a report in the expense module of concur. Manage your travel booking and expense by sap concur solutions. On the sap concur home page, on the menu, click the sap concur logo. Below are downloadable instructional pdfs for concur travel and concur expense. Fintrans solutions is the leading provider of travel and expense management services. Follow the instructions for concur mobile on your screen. Sap concur sap concur solutions sap travel and expense. Expenseit is an app that turns receipts into expenses, automatically, and sends them directly into concur expense. While inputting the required information is enough to allow you to make travel arrangements through the concur.
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