Concur Setup

[ssuhaib]

Hi,

Can anyone brefily explain what are the first steps to setup concur for an office of around 500 employees? I am looking specifically at:

1. User date import from SAP to Concur

2. Company specific addition of expense types

3. Deletion of expense types not used by company from Concur.

4. How standrd user roles are implemened.

Thanks in advance

[KevinD · Accepted solution]

This is a good question. For your company size, you will be starting out on a Standard Configuration of SAP Concur. See my answers in red below. 

1. User date import from SAP to Concur - I'm not sure what you are looking for here.  What do you mean by "User date"? 

2. Company specific addition of expense types -- During your configuration you will have at least 3 calls with an Activation Coach. On the first of these calls, they will explain expense types. However, you will be able to add any specific expense types you need into your site. You will actually have the ability to do this yourself after receiving instruction by your Activation Coach.

3. Deletion of expense types not used by company from Concur. One thing about SAP Concur that is built in is that Expense Types cannot be deleted once they are created. You will be able to Deactivate the expense types you do not need, though. 

4. How standrd user roles are implemened. The Standard Configuration of SAP Concur has a very limited amount of roles that can be assigned. In fact, there are only 4 roles. All of these are assigned on the User Profile screen. It is very simple and will be shown to you by your activation coach. 

Please private message me if you need any more information about these questions or if you have further questions. 

Kevin