Learn Expense

Mitchell Worthy · Sep 22, 2026

Concur Expense is SAP Concur's expense management solution — automating how employees submit expenses and how your organization reviews, approves, and reimburses them. This article covers what Expense is, key terminology, and where to find official documentation and training.

What Is Concur Expense?

Concur Expense is the expense reporting solution within SAP Concur. It automates the process of submitting, reviewing, approving, and reimbursing employee expenses — replacing manual, paper-based processes with a digital workflow that gives your organization full visibility into spend.

Whether an employee snaps a receipt on their phone or imports a corporate card transaction, Concur Expense captures the data, applies your company's policy rules, routes the report for approval, and posts to your financial system.

What Concur Expense Manages

Out-of-pocket expenses (cash, personal card)
Corporate card transactions
Mileage and per diem
Travel expenses imported from Concur Travel bookings
Attendee and entertainment expenses
Cash advances

Key Terminology

Term	What It Means
Expense Report	A collection of expense entries submitted by an employee for reimbursement or review.
Expense Entry	A single line item within an expense report (one receipt, one transaction).
Expense Type	The category applied to an expense entry (e.g., Airfare, Hotel, Meals). Configured by your admin team.
Audit Rule	An automated rule that flags or blocks expense entries that violate company policy.
Workflow	The approval routing path an expense report follows before it is paid.
Delegate	A user authorized to create or submit expense reports on behalf of another user.
Available Expenses	A queue of unassigned card transactions or receipts waiting to be added to a report.
ExpenseIt	An AI-powered feature that reads receipt images and automatically creates expense entries.
E-Invoicing	Government-mandated electronic invoicing requirements in certain countries (e.g., Germany, Belgium, Poland). Concur Invoice supports compliance with these regulations.

Professional vs. Standard Edition

Professional or Standard Edition

Concur Expense is available in two editions. Standard offers a simplified configuration experience with core reporting capabilities and a streamlined setup. Professional is designed for large organizations with complex configuration needs and more robust requirements. If you're not sure which edition you have, check your most recent invoice in the Billing Portal or ask your Customer Success Contact.

AI Spotlight

Control Center

Control Center is a centralized admin dashboard in Concur Expense that provides Expense Administrators with real-time visibility into their expense program's performance. Rather than reacting to problems after they occur, it enables proactive program management through actionable insights, AI-powered recommendations, and configuration health checks.

Smart Match

Smart Match in Concur Expense automatically identifies and merges duplicate expense entries that come from different sources — such as corporate credit cards, e-receipts, travel itineraries, and receipt images — into a single, accurate expense record. This feature helps reduce manual work and errors by comparing key details like vendor, date, and amount to find and combine duplicates, making expense reporting faster and more reliable.

ExpenseIt Hotel Folio Itemization

ExpenseIt's hotel folio itemization uses generative AI to automatically break down complex hotel folios into individual line items — such as room charges, taxes, resort fees, and meals — eliminating the need to manually enter all the details.

Receipt Analysis Agent

The Receipt Analysis Agent is embedded within ExpenseIt and goes beyond standard optical character recognition (OCR) by leveraging agentic AI to create more accurate and complete expense entries. Unlike standalone receipt scanners that stop at simple data extraction, the Receipt Analysis Agent understands context and can identify what's missing from the receipt — drawing on rich SAP Concur data, maps, vendor databases, web searches, and travel itineraries to fill in details completely.

Expense Automation Agent

The Expense Automation Agent is a premium AI-powered agent embedded within Concur Expense, available to Joule Premium customers in the US. It helps eliminate the manual effort of creating expense reports by automatically assembling, organizing, and populating them on behalf of the employee.

Official Documentation and Training

Admin Guides (Help Portal)

Step-by-step configuration documentation for both Professional and Standard editions. The authoritative source for how Expense works.

SAP Help Portal — Concur Expense

Getting Started Learning Path

A structured 17.5-hour learning journey for Expense Standard Edition administrators covering essential configuration and management tasks.

Concur Expense Standard for Admins

Video Playlist

Dive deeper into Expense features with this beginner video series covering day-to-day tasks and configuration concepts.

Becoming Competent with SAP Concur Expense

Security Training

Learn how to protect your SAP Concur environment with strong password policies, security audits, and configuration best practices.

Enhancing Security in Your SAP Concur Environment

Product Forums

Ask questions and browse discussions from peers and SAP Concur staff on Expense configuration, workflows, and troubleshooting.

Concur Expense Forum

End-User Training Videos

Understanding how your configuration affects employees is essential. Browse the end-user getting started guides to see Expense through your users' eyes.

End-User Getting Started

How Expense Connects to the Rest of SAP Concur

Concur Expense doesn't operate in isolation. Understanding how it relates to other products helps you configure it correctly and set the right expectations for your users.

Concur Travel: Bookings made in Concur Travel automatically create itinerary data that flows into Expense, reducing manual entry for travelers.
Concur Invoice: Shares user profiles, approval workflows, and financial integrations — but manages vendor invoices separately from employee expenses.
ExpenseIt: Included with Expense. Uses AI to read receipt images and pre-populate expense entries. No separate activation needed once enabled.
Concur Request: A pre-approval solution that lets employees request approval for anticipated spend before a trip or event. Approved requests can automatically generate expense reports.

For a visual map of how data flows through the Expense configuration, see the Concur Expense Relationship Diagram. Note: this diagram is designed for Professional Edition but is useful context for Standard Edition admins as well.

Check System Status

If you or your users experience unexpected behavior, check the SAP Concur service status page before opening a support case. It provides real-time information on any active incidents or planned maintenance.

open.concur.com