|
SAP Concur New Customer Onboarding: Getting Started
Welcome | Getting Started | Support & Resources | Deployment & Adoption | Reporting | Maximize Your Solution |
New to the SAP Concur family and feeling overwhelmed? Our Getting Started section has everything you need to set up and customize your experience, with step-by-step guides for Concur Expense, Concur Invoice, and Concur Travel. Don't worry—our easy-to-follow instructions and supportive community will help you unlock the full potential of SAP Concur.
|
Credit Card Information |
Now is the time to begin gathering what you need to make the process seamless. It can take a while, so our best practice is to begin preparing for your card integration set up now.
- Credit Card Feed Checklist: This document serves as a checklist for setting up your credit card feed within your SAP Concur site.
-
Credit Card-Supported Country Listing: This document lists the countries where SAP Concur has successfully implemented services for a card vendor.
|
Signing In |
When your site is ready, we're here to walk you through the process of signing in and getting the most out of your SAP Concur account.
Let's make sure you're all set to access everything you need with ease.
| Signing in to SAP Concur with Two-Factor Authentication: This video shows you step-by-step instruction on how to sign in to SAP Concur with two-factor authentication (2FA). | Forgetting Your Password In SAP Concur: Watch this video to learn how to sign in to SAP Concur and reset your password. | |
| How to Sign In to SAP Concur on Desktop and Mobile: Learn how to sign in to SAP Concur on both desktop and mobile with this easy-to-follow guide. | Why Can't I Sign In to the SAP Concur Tool?: Find out why you might be having trouble signing in to the SAP Concur tool and how to resolve it with this helpful article. | |
|
Logging in to SAP Concur and Changing Password: Watch this video for instructions on accessing your SAP Concur account and updating your temporary password. |
SAP Concur Home Page: Here you can find a video on the Concur home experience. |
|
Configuration & Best Practices |
If you're currently in the configuration stage of SAP Concur products and solutions, we've got just the resources you need to make things easier.
Take a look below for helpful links that will guide you through the process and set you up for success.
|
Customer Design Workbook Travel Expense (2023): This workbook will walk you through our best practice settings and help you gather information specific to your company. |
Getting Started: Best Practices for Rolling Out (Standard Edition): This guide covers the best practices for rolling out SAP Concur Solutions for the Standard edition. | |
|
Getting Set Up with SAP Concur: One of the most common questions we get asked about implementing SAP Concur Solutions is 'how long is this going to take to set up?' Watch this video from one of our Learning consultants to see just how simple it is to get started.
|
Defining Expense Type Limits: In this video, you will learn best practices around defining expense types and limits for end users. |
|
|
Top 5 Configuration Tips for Concur Expense in 15 Minutes (Professional Edition): Take 15 minutes to ensure a little extra protection for accounts payable, and make sure your company's covered if there's ever an audit, a merger, or an unexpected turnover in expense administration.
|
Compliance Controls: In this Hot Takes on Hot Topics video, you will learn about compliance controls within the SAP Concur Products. | |
| Beginners Guide to SAP Concur Integrations: Integrations for SAP Concur solutions let you connect expense, travel, and AP to your existing systems and get the most from your investment. Watch this video to learn how it works. |
Top 5 Configuration Tips for Concur Expense (Standard Edition): In this 15 minute video, you will learn simple, straightforward steps to adding, categorizing, and managing expense types, helping you increase efficiency and maintain compliance.
|
|
| Concur User Assistant by WalkMe: Product Guide for Admins: Learn how to effectively use the Concur User Assistant by WalkMe with this comprehensive product guide for admins. |
Knowledge Base Brochure: This brochure explains the SAP Concur knowledge base and how it can help you. |
|
| Industry Tips and Tricks from Admins and Product Experts: Download this 40-page eBook of tips, tricks, and best practices to employ within your programs and SAP Concur solutions. |
|
|
|
Site Validation & Readiness |
If you're preparing your SAP Concur site for validation and readiness, take a look below.
The Validation Checklist provides a checklist to help make your admin transition smooth.
|
Next Step: Support & Resources |
