If you would like to add or edit information to the Company Notes section that appears on the SAP Concur homepage, follow the steps below according to the product (Concur Travel/Concur Expense) and the version of SAP Concur you are on (Professional or Standard).
Important: If you are using Concur Expense only on our Standard platform, the Company Notes section is not available.
To check if you are on Concur Expense Standard, click Home on the SAP Concur homepage. In the menu that opens, you will see an option labeled Expense Settings. This means you are on the Standard platform.
Concur Travel Only Customers (Professional)
If you are a Concur Travel only customer on our Professional platform, you will need the Travel Policy Administrator and the Company Administrator permissions.
1. From the SAP Concur homepage, click Home.
2. From the Home menu under Administration select Travel Admin.
3. Click the Custom Text tab.
4. Use the Show fields for this Travel Configuration and Language field to select the travel configuration and language.
5. Click Load.
6. Enter or Edit text in the Company Notes section.
7. Select Show Save Options then select the travel configuration(s) and language you want to save the changes to.
8. Click Save.
Concur Travel and Expense or Concur Expense only Customers (Professional)
To add or edit Company Notes you will need the Company Info Administrator permission.
1. From the SAP Concur homepage, click Home.
2. Under Administration, select Expense.
3. On the Expense Admin screen, select Company Info.
4. To add a new Company Note, click New.
5. Enter a Headline.
6. Enter the information to display.
7. Use the Start Date field to select the date the information should be visible
8. Use the End Date field to select the last day the information will be visible. Note: To have the information be indefinite, enter a date far out into the future.
9. Click Save.
To edit an existing Company Note:
1. Follow steps one through three above.
2. Select the Company Note you wish to update from the list.
3. Click Modify.
4. Make your edits.
5. Click Save.
Concur Travel Only Customers (Standard platform)
To add or edit Company Notes, you will need the Travel Administrator permission.
1. From the SAP Concur homepage, click Home.
2. From the Home menu under Administration, select Travel Settings.
3. On the left-hand side of the screen, select Custom Text.
4. Click Add or Edit under the Custom Text Category column.
5. The Edit Custom Text pop-up appears.
6. Use the Travel Configuration and Language drop-down fields to select the Travel Configuration and Language this applies to.
7. Add or edit the information under Company Notes.
8. Use the Save changes to option to select the travel configuration(s) you wish to save the changes to.
9. Click Save.
If you are using Concur Travel Professional with Concur Expense Standard, follow the steps under Concur Travel only (Professional).
