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Hi, can someone please point me to a help section for Administrative Assistants? We are the ones that use Concur most frequently and I can't find anything to help with all the questions I have. I've been using Concur for 20 years and my company made an recent upgrade.... I know there are tons of things we can do but have no idea how.
Can I really only send receipts to receipts@concur.com for 1 team member (not even myself) if I'm doing expenses for 5 folks?
Why do some folks' e-receipts upload right into Concur, but others don't (Lyft / Uber)? Where are the settings for that, how do I make that happen?
I have a billion questions and no one to ask or answer them (my Concur admin is def not the person to ask). They don't know a thing.
Rant over and thanks for any help!!! Happy Thursday!
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@Reina20 If only there was someone on this Community who might be able to help...Oh wait...that's me. 🙂
Let me first say that we do not have Administrative Assistant specific resources, as the process for doing someone else's expense report is mostly (not 100%) the same as doing your own. So, let me answer the two questions you have in your post.
Can I really only send receipts to receipts@concur.com for 1 team member (not even myself) if I'm doing expenses for 5 folks? No, you can send receipts to the accounts of anyone you are a delegate for as long as:
1. They have verified their email address.
2. You have verified your email address
3. They have added you as a delegate
4. When you email a receipt, you put the other user's email address in the subject line.
You can also send in your own receipts. Just leave the subject field blank.
Why do some folks' e-receipts upload right into Concur, but others don't (Lyft / Uber)? Where are the settings for that, how do I make that happen? This is something the user would need to do themselves. They need to activate e-receipts on their profile and make sure they have connected their Uber/Lyft accounts to SAP Concur using the App Center option they can see from the SAP Concur home screen. You cannot do this for them.