How do you create a report on Concur?

To create an expense report using iOS:
  1. Open the SAP Concur mobile app.
  2. From the home screen, press Expense Reports.
  3. On the reports list screen, press + in the upper-right corner.
  4. On the report header screen, you will see the Report Name field populated with today’s date. …
  5. Fill out any other required fields.
  6. Press Create.

Can you run reports in Concur?

All approvers in Concur can run reports. Those reports will contain information for all those employees who report to that particular approver.

Where is the report key in Concur?

The Report Key will be located next to the Report ID on the top row. The second location where the Report Key can be found is within the BU Detailed Report. The Report Key will be located in the Report Header section before the expenses begin.

How do I download a report from Concur?

Log into SAP Concur. Open the expense report that needs to be exported. Click on Print/Share (If on Legacy UI, click on Print/Email).

As an end-user, you can export your expense reports in the following three ways:
  1. Sending the report as an email.
  2. Saving the report as a PDF file.
  3. Printing the report.
Log into SAP Concur. Open the expense report that needs to be exported. Click on Print/Share (If on Legacy UI, click on Print/Email).

As an end-user, you can export your expense reports in the following three ways:
  1. Sending the report as an email.
  2. Saving the report as a PDF file.
  3. Printing the report.

How do I extract data from Concur?

Drag the SAP Concur Adapter into the integration as an invoke connection. On the API Option page, select Extract API. This API enables you to request the extract of available data objects, such as approved expense reports, travel requests, and payment requests.

How do I extract a Concur report?

Log into SAP Concur. Open the expense report that needs to be exported. Click on Print/Share (If on Legacy UI, click on Print/Email).

As an end-user, you can export your expense reports in the following three ways:
  1. Sending the report as an email.
  2. Saving the report as a PDF file.
  3. Printing the report.
Log into SAP Concur. Open the expense report that needs to be exported. Click on Print/Share (If on Legacy UI, click on Print/Email).

As an end-user, you can export your expense reports in the following three ways:
  1. Sending the report as an email.
  2. Saving the report as a PDF file.
  3. Printing the report.

How do I add an employee to Concur?

To do this, click the New Attendee button… Select the plural form of the Attendee Type and enter the number of individuals in attendance for that group. Click Save & Add Another to continue adding attendees. Click Save to add the last attendee and return to the expense.

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How does SAP Concur work?

By integrating travel, expense, and vendor invoice management into a single system, SAP Concur makes booking business travel simple. Concur Travel helps your organization stay compliant with policies while also making it easy to make changes to travel plans as needed, no matter where and when those changes arise.

How do I find an invoice on Concur?

I believe you will find the Concur invoices in the Help upper right corner of your Concur page. Once on the Concur Support page look for the menu Billing. Or contact your Concur rep for assistance. Hope this helps.

How do I see approved expenses in Concur?

Once on your Approvals Home page, use the sub-navigation bar to click Reports. Use the View dropdown to display the expense reports you have approved and, if desired, narrow the list to a specific time frame. A list of expense reports will appear.

How do I create a new user in Concur?

Create a WS Admin User Profile in Concur Professional Edition
  1. Click into the Administration tab & then click into the Company Admin menu.
  2. Click Add New User.
Create a WS Admin User Profile in Concur Professional Edition
  1. Click into the Administration tab & then click into the Company Admin menu.
  2. Click Add New User.

What is SAE file in Concur?

One of the key areas of integration for Concur is the generation of the Standard Accounting Extract (SAE). Once the business expenses are approved on Concur, an extract of the approved expenses can be generated to be fed into a payment system.

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How do I export expenses in Concur?

How do I Export Expense Reports to Excel as an Expense Processor?
  1. Login to SAP Concur.
  2. Click the Expense tab.
  3. Select Processor > Process Reports.
  4. Click the Run Query button.
  5. Select the query that you wish to run.
  6. Select Send To Excel below the query results.
How do I Export Expense Reports to Excel as an Expense Processor?
  1. Login to SAP Concur.
  2. Click the Expense tab.
  3. Select Processor > Process Reports.
  4. Click the Run Query button.
  5. Select the query that you wish to run.
  6. Select Send To Excel below the query results.

What is audit rules in concur?

One of the top audit rules is how you prevent (or don’t prevent) submission of an expense report based on violations. While a “hard stop” submission process will not allow the user to submit an expense report that is out of policy or not complete, a “soft stop” approach can be seen as more user-friendly.

How do you delete a user on concur?

User profiles may not be deleted from SAP Concur; however a user can be made inactive by an administrator within the user’s profile. If a user is marked as inactive, they will lose the ability to access the Concur system and their profile.

How do I fill out a Concur expense report?

To create an expense report using iOS:
  1. Open the SAP Concur mobile app.
  2. From the home screen, press Expense Reports.
  3. On the reports list screen, press + in the upper-right corner.
  4. On the report header screen, you will see the Report Name field populated with today’s date. …
  5. Fill out any other required fields.
  6. Press Create.
To create an expense report using iOS:
  1. Open the SAP Concur mobile app.
  2. From the home screen, press Expense Reports.
  3. On the reports list screen, press + in the upper-right corner.
  4. On the report header screen, you will see the Report Name field populated with today’s date. …
  5. Fill out any other required fields.
  6. Press Create.

How do I add an admin in concur?

In the left hand margin, select Expense Delegates. 3. To select a Delegate / Admin and authorize activities they can perform on your behalf: a. Click the Add button and then use the search field (same as you do in Outlook) to find the person you wish to assign as your Delegate.

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What does SAP Concur mean?

SAP Concur (formerly Concur Technologies) is an American SaaS company, providing travel and expense management services to businesses. It is headquartered in Bellevue, Washington.

How do I register for SAP concur?

From the home page of the Concur Travel & Expense System, click Profile along the top of your screen. Then, also along the top of your screen, select Mobile Registration. link, enter your PIN once in each field, and click Set PIN. Then, download the Concur Mobile app.

How do I add a vendor in concur?

Click in the box and type an *. Wait for the system to give you a list of approvers. Select the approver on the bottom of the list. Select the approver on the bottom of the list, save workflow and then submit invoice.

How long does Concur audit review take?

Normally, Concur Audit review time is 3 days or less.

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