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SAP CONCUR Manual on Profile Updation

SAP CONCUR Manual on Profile Updation

SAP CONCUR Manual on Profile Updation

SAP Concur Manual on Profile Updation

TABLE OF CONTENTS:

Concur – Manual on Profile Updation TABLE OF CONTENTS: Updating Your Profile

Updating Your Profile……………………………………………………………

3

Your Information…………………………………………………………………

3

i) Personal Information…………………………………………………

4

ii) Company Information…………………………………………………

4

iii) Contact Information…………………………………………………

4

iv) Email Address………………………………………………………….

4

Request Settings………………………………………………………………

6

i) Request Information…………………………………………………

6

ii) Request Delegates…………………………………………………….

6

iii) Request Preference……………………………………………………

7

iv) Request Approvers……………………………………………………

8

v) Favourite Attendees……………………………………………………

8

Expense Settings………………………………………………………………….

9

i)

Company Car………………………………………………………….

9

Other Settings…………………………………………………………………

10

i) E-Receipt Activation……………………………………………………

10

ii) Change Password……………………………………………………….

11

SAP Concur Manual on Profile Updation

SAP Concur – Manual on Profile Updation Updating Your Profile: I. Your Information Use the profile

Updating Your Profile:

I. Your Information

Use the profile options to set or change your personal preferences. To access your profile information:

1. Click Profile > Profile Settings. The Profile Options page appears.

Profile Settings . The Profile Options page appears. 2. You will see four categories of settings:

2. You will see four categories of settings: Your Information, Request Setting, Expense Setting, and Other Settings. Begin setting up your profile with Your Information.

SAP Concur Manual on Profile Updation

SAP Concur – Manual on Profile Updation i) Personal Information: Name – Required • First and
SAP Concur – Manual on Profile Updation i) Personal Information: Name – Required • First and

i) Personal Information:

Name Required

• First and Last name will be populated from your Company Master Data

• Add Middle Name if applicable

ii) Company Information Show your Employee ID which is automatically populates

Enter work address

• Enter home address

Enter a work and home phone number, or work and cell; these can be cell or land lines.

We highly recommend you enter your mobile phone number.

iv) Email Addresses Required

be cell or land lines. • We highly recommend you enter your mobile phone number. iv)

SAP Concur Manual on Profile Updation

Verify your email address- Important!

on Profile Updation Verify your email address- Important! • Your account will automatically be uploaded into

Your account will automatically be uploaded into the SAP Concur system, but you must verify your email address within Concur by clicking the Verify link. By verifying your email address, Concur can associate your email address with your Concur account.

Once you verify your email address, you will be able to forward any electronic receipts

electronically. They will then be displayed in the Available Receipts in the Expense portion of the application.

• Additional work and personal email addresses can be added by clicking Add an Email Address.

To verify the email address:

1. Click Profile > Profile Settings > Personal Information.

2. Scroll down to Email Addresses.

3. Click the Verify link

4. Copy the code from the email message into the Enter Code box next to the email address.

5. Click OK.

Verify link 4. Copy the code from the email message into the Enter Code box next
Verify link 4. Copy the code from the email message into the Enter Code box next

SAP Concur Manual on Profile Updation

SAP Concur – Manual on Profile Updation II. Request Settings: • Information, Delegates, Preferences, and Approvers

II. Request Settings:

• Information, Delegates, Preferences, and Approvers are shared between Request and

Expense Settings.

• Start with Request Settings to set up information, and it will carry through to Expense

Settings.

• Also, if you make changes to one section, the other section will automatically be updated.

i) Request Information:

A default departmental chart field will automatically populate with other HR information.

field will automatically populate with other HR information. ii) Request Delegates: Delegates are employees who are

ii) Request Delegates:

Delegates are employees who are allowed to perform work on behalf of other employees. Delegates can prepare and submit travel requests, prepare but not submit, an expense Claim on behalf of the traveller.

To add a delegate:

1. Click Profile > Profile Settings, on the left hand side of the page under the Request Settings header click Request Delegates.

SAP Concur Manual on Profile Updation

SAP Concur – Manual on Profile Updation 2. On the Request Delegates page, click Add .
SAP Concur – Manual on Profile Updation 2. On the Request Delegates page, click Add .

2. On the Request Delegates page, click Add. The search area appears.

3. Type of the employee's name to search for the person you wish to add as a Delegate, and

click Add.

4. Check the boxes that correspond with the permissions you are granting to the delegate.

with the permissions you are granting to the delegate . 5. Click Save. 6. To delete

5. Click Save.

6. To delete a delegate click the checkbox to select the person, click Delete, and confirm

deletion.

iii) Request Preferences - Optional

On the Request Preferences screen, you can select the options that define when you receive the following:

• Email notifications

• Prompts

SAP Concur Manual on Profile Updation

SAP Concur – Manual on Profile Updation iv) Request Approvers: A default approver will automatically display.

iv) Request Approvers:

A default approver will automatically display.

Approvers: A default approver will automatically display. v) Favourite Attendees - Optional The attendee functionality
Approvers: A default approver will automatically display. v) Favourite Attendees - Optional The attendee functionality

v) Favourite Attendees - Optional

The attendee functionality in Concur can be used to enter attendees present at a business entertainment event or function.

To add an attendee:

1. Click Profile > Profile Settings > Favorite Attendees

2. On the Attendees tab, click New Attendee. The Add Attendee window appears.

3. Select the appropriate type from the Attendee Type list. The page refreshes with the fields

appropriate for the selected attendee type.

4. Complete the remaining required fields.

5. Click either:

Save to save the current attendee.

Save & Add Another to save the current attendee and add another.

SAP Concur Manual on Profile Updation

SAP Concur – Manual on Profile Updation To delete an attendee: 1. Click Profile > Profile
SAP Concur – Manual on Profile Updation To delete an attendee: 1. Click Profile > Profile

To delete an attendee:

1. Click Profile > Profile Settings > Favorite Attendees (in the Expense Settings section of

the left-side menu).

2. On the Attendees tab, select the check box to the left of the attendee you want to

delete/hide.

3. Click Delete, then confirm by selecting Yes.

3. Click Delete , then confirm by selecting Yes. III. Expense Settings: • Information, Delegates,
3. Click Delete , then confirm by selecting Yes. III. Expense Settings: • Information, Delegates,

III. Expense Settings:

• Information, Delegates, Preferences, Approvers, and Favourite Attendees are shared between Request and Expense Settings.

• Information that was entered (or edited) in Request Settings will carry through to the Expense Settings.

i) Company Car :

Use the Company Car Registration screen to enter information about your personal car. Registering a car is required in order to be reimbursed for Own Vehicle Reimbursements.

To register a car:

1. Click Profile > Profile Settings > Company Car. On the Company Car Registration

page, click New.

SAP Concur Manual on Profile Updation

3. Enter the Vehicle ID and Vehicle Type.

4. Click OK.

3. Enter the Vehicle ID and Vehicle Type. 4. Click OK . To delete a car:
3. Enter the Vehicle ID and Vehicle Type. 4. Click OK . To delete a car:

To delete a car:

1. On the Personal Car Registration page, select the check box to the left of the car that you

want to delete.

2. Click Delete.

left of the car that you want to delete. 2. Click Delete . IV. Other Settings:

IV. Other Settings:

i) Enabling E-Receipts

E-receipts are an electronic version of receipt data that can be sent directly to Concur to replace imaged paper receipts. The availability and content of e-receipts vary depending on the vendor. Hotel e-receipts can be used to automatically itemize hotel expenses. To sign up for e-receipts:

1. Either:

A message will appear on the home screen in the Alerts section, prompting you to sign up. On the home page, click Sign up here, and the E-Receipt Activation page will appear.

SAP Concur Manual on Profile Updation

SAP Concur – Manual on Profile Updation OR Click Profile > Profile Settings > E-Receipts Activation
SAP Concur – Manual on Profile Updation OR Click Profile > Profile Settings > E-Receipts Activation

OR

Click Profile > Profile Settings > E-Receipts Activation

2. Click E-Receipt Activation. The E-Receipt Activation and Use Agreement appears.

3. Click I Accept. The e-receipts confirmation appears.

3. Click I Accept . The e-receipts confirmation appears. ii. Change Password: 1. Click Profile >

ii. Change Password:

1. Click Profile > Profile Settings > Change Password

2. Enter the Old and New Password

3. Click on Save

SAP Concur Manual on Profile Updation

SAP Concur – Manual on Profile Updation 12
SAP Concur – Manual on Profile Updation 12
SAP Concur – Manual on Profile Updation 12