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Kyle_Wallace
Occasional Member - Level 2

Expenseit in Concur Mobile App

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In the Concur Tips & Tricks PDF it states:

Starting in 2018 for existing ExpenseIt customers, users will be able to use ExpenseIt directly from the Concur mobile app. You can now encourage your users to download just one app: Concur mobile!

Curious to know if there is a timeline on this update as we are very much looking forward to it.

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Moderator
Moderator

Re: Expenseit in Concur Mobile App

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Hello Everyone, Here's an update on the change that is coming for all remaining ExpenseIt customers who don't yet have ExpenseIt in the Concur Mobile app.

ExpenseIt is coming to your Concur Mobile app experience for you and your users on August 13, 2018.

Starting this date, your users will only have to use one app, Concur Mobile, creating a seamless and simplified experience. The benefits of ExpenseIt all remain the same: itemized expenses using OCR technology, reduced lost receipts and increased productivity for your users. There are no actions required on your part for this to happen. It’s no extra cost, and there’s no downtime associated with this change.

Review our FAQ, and then communicate and provide resources as needed to your users. Reference the Administrator toolkit to get you started.

Most importantly, remind your users to only use one single app: Concur for Mobile! We recommend adjusting any onboarding programs as well. Please note: the change may take up to 48 hours to be reflected in the Concur mobile application.

Please note that the standalone ExpenseIt app will also continue to work past August 13, 2018.

- Clay Thompson @ SAP Concur
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Moderator
Moderator

Re: Expenseit in Concur Mobile App

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Greetings Kyle - More information will be coming out about this within the next few weeks. Most customers are being planned to be upgraded in early Q3. I'll see what additional information I can get and provide externally here.

- Clay Thompson @ SAP Concur
Kyle_Wallace
Occasional Member - Level 2

Re: Expenseit in Concur Mobile App

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Great thanks Clay

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jocelynfleur
Occasional Member - Level 3

Re: Expenseit in Concur Mobile App

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This has been turned on for our end users without any notification. It does not work efficiently with credit card transactions. Users are taking a photo of their receipt before the credit card transaction comes in and it is turning it an expense BUT it is a credit card transaction and they don't get their receipt in the receipt store anymore.

This creates triple work for the user.

Our end users are very frustrated and we received no information about the upgrade in advance.

 

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jocelynfleur
Occasional Member - Level 3

Re: Expenseit in Concur Mobile App

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Where is general information & training materials on how this new feature has been incorporated with Concur's mobile app and how does it work with credit card transactions that take 3-5 days to appear in Concur.

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SAP Concur Employee
SAP Concur Employee

Re: Expenseit in Concur Mobile App

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Joceylyn,

I understand the bit of frustration, so I'm going to offer a couple of solutions for you that I think will help.

1. When I'm training our customers on using ExpenseIt, I tell them that the ExpenseIt item will be created in about a minute and it will appear in Available Expenses, but card charges take three days to appear. So, when they see an ExpenseIt Item in Available Expenses, they should ask themselves the following question: "How did I pay for that ExpenseIt item?". If the answer is "out of pocket" then add it to the report immediately. If the answer is "on my corporate card", then don't do anything with it until SAP Concur has matched it to its corporate card transaction then add it to their report.

2. This might be the direction you go. ExpenseIt can be turned off in the SAP Concur mobile app. Turning it off will make it so the Camera (Receipt) icon on the SAP Concur mobile home screen will only capture the receipt and NOT send it to ExpenseIt. This will help alleviate the confusion/frustration for your users. I've provided a screenshot for you. As you can see from the Settings screen in SAP Concur mobile, the ExpenseIt option can be turned off. It is turned on by default with the updagrade. Each user can simply slide it to "Off". I hope this helps.

Kevin

Image-1.jpg

jocelynfleur
Occasional Member - Level 3

Re: Expenseit in Concur Mobile App

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Hi Kevin

Both solutions are perfect. I am so relieved that the app can be turned off. Thank you so very much. 6 out of 5 stars for you.

 

jocelynfleur
Occasional Member - Level 3

Re: Expenseit in Concur Mobile App

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Hi

I have searched the Concur website and can't find anything published about the change with the Concur App and ExpenseIt.

Could you please share a link of where this was communicated to clients.

Our end users are still continuing to be very frustrated with this changed being forced upon them.

 

 

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Kyle_Wallace
Occasional Member - Level 2

Re: Expenseit in Concur Mobile App

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Hi Clay,

Curious if you have any updates on this. I see other clients have been receiving the update.

FYI: I work for Herman Miller

Thanks,

Kyle

 

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SAP Concur Employee
SAP Concur Employee

Re: Expenseit in Concur Mobile App

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I only know that we had an email sent out letting us know that SAP Concur was going to send an email to the Authorized Support Contacts letting them know if the update to the app. That's all I really know.

Wish I could be of more help.

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