We have been using Concur for over 10 years with a very basic setup. We are upgrading our travel policy and would like to modify Concur to reflect the new policy and increase the user reporting requirements to allow us to monitor compliance. I am almost thinking it would be better to start at the beginning to see what the master template looks like vs editing what we have.
Would anyone have any suggestions on how to start. I am the CFO and we do not have anyone in the company with much knowledge so I would also be interested in outside resources that could assist.
Thanks in advance for your insights.
not sure where you are based, but I guess you can reach out to Concur or Certified Implementation partner for help. I'm working for one of the CIPs in Europe, but I know we have colleagues in US as well.
I would reach out to your SAP Concur Client Success Manager (account manager) because we have a special team that can go in and look at your site and help with recommendations based on your new policies. I'm not too familiar with all this team does, but I'm sure they would explain everything once you reach out to them.