Purpose
This guide walks through the process of setting up a variety of preferences in Concur. Any preferences set before the Concur refresh (July 8, 2024) will need to be reset.
Actions
· Set Travel Profile and Travel Arrangers
Complete Concur Profile
Note: If any person information is incorrect, such as name, you must update this first in Workday.
1. Log into SAP Concur and open your Profile.
2. Select Profile Settings.
3. Select Personal Information.
4. Scroll down to Contact Information. Add a Work Phone Number and Home Phone Number.
5. Select Save.
6. Scroll down to Email Addresses. Select Verify.
7. Select OK.
8. Check your email and find the verification code. Enter the code and select OK.
9. Select OK.
10. Select Save.
11. Fill out any additional information on the Personal Information page and select Save.
You have now completed your Concur profile.
Set Email Preferences
1. Log into SAP Concur and open your Profile.
2. Select Profile Settings.
3. Select Expense Preferences.
4. Check the boxes of the instances when you want to receive an email related to Expenses.
5. Select Save.
6. Select Request Preferences.
7. Check the boxes of the instances when you want to receive an email related to Requests.
8. Select Save.
You have now completed the process of setting email preferences.
Register for the Mobile App
1. Log into SAP Concur and open your Profile.
2. Select Profile Settings.
3. Select Concur Mobile Registration.
4. Select Send Link.
5. Follow the instructions to add the Concur Mobile App to your phone.
You have now completed the process of registering for the mobile app.
Add Expense Delegates
Note: By assigning permissions to a delegate, you are assigning permissions for Expenses and Request. A delegate is a user who is granted the right to act on behalf of another user, in the preparation of expense reports, card requests services, or approving expenses. System access includes Profile Settings for Travel, Expenses, and Requests.
1. Log into SAP Concur and open your Profile.
2. Select Profile Settings.
3. Select Expense Delegates.
4. Under the Delegates tab, select Add.
5. Start typing the name of the Delegate. Select the accurate name.
6. Select all the checkboxes of the actions you want the delegate to be able to access.
7. Select Save.
You have now completed the process of Adding Expense Delegates.
Set Travel Profile and Travel Arrangers
1. Log into SAP Concur and open your Profile.
2. Select Profile Settings.
3. Under Travel Settings, select Travel Preferences.
4. As needed, add Air Travel Preferences, Hotel Preferences, Car Rental Preferences, Frequent-Traveler Programs, and Advantage Programs.
5. If relevant, add TSA Secure Flight information.
6. Add Passport information. If you plan to travel internationally you must add your passport information to your profile.
7. To add a Travel Arranger, select Add an Assistant.
8. In the pop-up window, start typing the name of the person you would like to give permission to perform travel functions for you. Select their name and check the box if the can book travel for you.
9. Select Save.
10. Select Save.
You have now completed the process of setting travel preferences and travel arrangers.
Enroll in e-Receipts
1. Log into SAP Concur and open your Profile.
2. Select Profile Settings.
3. Select E-Receipt Activation.
4. Select Enable.
5. Select I Agree.
You have now completed the process of enrolling in e-receipts.