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Admin Tips: Productivity Tips & Tricks - Concur Expense | Professional Edition

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Discover how to get more from Concur Expense, professional edition with Alexis Whalen in four quick videos packed with practical tips to improve accuracy, compliance, and efficiency. From merchant code mapping to recurring expense management, learn how to streamline reporting and empower your users with tools you already have.

 

 

Merchant Code Mapping 

Improve compliance and get a more accurate view of spend by mapping Merchant Category Codes to your organization's expense types. Reach out to your company card provider to request the codes be included in your reports, then connect the dots within your configuration.

 

 

Limit expenses by timeframe

Help prevent duplicate submissions and reduce the risk of noncompliant spend by leveraging Audit Rules to limit expenses by specific timeframes. Learn how to configure these rules carefully to avoid conflicts and maintain seamless integration with your existing system.

 

 

Recurring expenses

Simplify your users expense reporting with the recurring expenses feature. This update allows users to select recurrence frequencies for expense itemizations, making it easy to manage regular charges like hotel stays. With a drop-down selection, users can create multiple entries effortlessly, enhancing the accuracy and efficiency of their expense reports.

 

 

Send back codes

Efficiently track and communicate why expense reports are being returned to users with processor send back codes. Set up and utilize these codes to promote transparency, gain valuable insights, and provide targeted training to improve submission quality at your organization.

About This Author
karacowles
I joined SAP Concur in June 2024 as a STAR Intern for the Global Customer Marketing Loyalty and Retention team. I'm excited to learn and contribute to creating engaging content and resources for our customers. Fun fact: I love going to trivia every week! 🧠🎉