Travel Allowance Upgrade AMA 2025 (EMEA) - Oct. 14, 2025

@ThomasJeppson technically, you just did by posting in this thread. This is not a live webinar, but a place to post EMEA Travel Allowance questions to our experts who will reply to you directly here in this thread. 

Thank you,
Kevin
SAP Concur Community Manager
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@EmbertB22. Great news that you have created the configurations for Spain and Portugal in the TA Service. If you have followed the self-service upgrade transition guides for Spain and Portugal, and are using the Concur-managed statutory rate bundles within your TA Service configurations, then the rates are automatically managed within those rate bundles. There is no need to refer to the old legacy rates.

Thanks, Martin! But we have two rates for White Collar and Blue Collar for Portugal. Does it also update the configuration?

Hi @EmbertB22 . If your legacy travel allowance configuration for Portugal was not using the same statutory rates included in our Concur-managed statutory rate bundle, then you could follow the self-service upgrade process for Generic (non-statutory) countries, which uses the legacy rate file converter tool to convert your legacy rate files into a Travel Allowance Service rate bundle. Here is the link to the transition guide - https://dam.sap.com/mac/u/a/4R1bf72?rc=10&doi=SAP1216072 

Thanks! I will try it at our test site!

Time may vary based on individual customer circumstances and level of knowledge. For a self-service upgrade, the configuration work to set up a best practice configuration using a SAP Concur-managed Statutory rate bundle is a short exercise of no more than 1 hour. Additional time should however be factored in for reviewing the documentation, making any required decisions, and change management activities such as end user enablement, communication, and cutover planning.

Learn more in this self-service video

The MRA (Managed Rates Administration) service package includes assisted upgrades for MRA customers. However, in accordance with company policy, a case must be initiated at the outset of the process to ensure assignment to an MRA team specialist, who will provide guidance throughout the procedure.

The scope of an Assisted Upgrade will now be included for customers who subscribe to Managed Rate Administration (MRA). So if you do not wish to self-service the upgrades, you do not need to purchase separate additional Assisted Upgrade projects - your MRA team will be able to manage any upgrades that fall within the scope of an Assisted Upgrade - this does not, however, extend to Custom Upgrades, as these still need to be purchased separately. You can speak with your MRA representative for details of what is in scope for an assisted upgrade.

Moving a statutory rate from legacy TA to new Travel Allowance Service are all roughly the same in terms of complexity and time needed. If you wanted to try a specific statutory configuration first that might be considered easiest, then this is probably Denmark, followed by Finland and Spain. Otherwise, it really depends on which features, you want to use for a statutory rate.

For moving a generic configuration (non-statutory) by self-service, we recommend starting with one that has the “Rates Type” listed as Government. Note the legacy rate file converter will not successfully convert a generic configuration that isn’t eligible. You will get an error message after attempting. If this happens, you should engage with SAP Concur or a Service Partner for a Custom Upgrade.