Introducing Other Settings in Concur Travel

Objective

After completing this lesson, you will be able to set up email notifications and confirm personal system settings in legacy Concur Travel.

Other Settings

In this lesson, you will learn how to review and update your System Settings, use Travel Vacation Reassignment to temporarily delegate travel approval responsibilities, and set up access to Concur on your mobile device.

Travel Vacation Reassignment

Travel Vacation Reassignment allows approvers to temporarily assign their approval responsibilities to an alternate approver when they are unavailable, such as during vacations or leave.

To assign a backup travel approver:

  1. Navigate to Profile.
  2. Select Profile Settings.
  3. Select Travel Vacation Reassignment.This figure displays all the available Profile Options and highlights the Travel Vacation Reassignment feature.
  4. Search for and select a temporary approver, then Submit the changes.

This figure depicts a form for assigning a backup manager to handle travel approvals during an individual's vacation, with instructions and notes regarding approval reassignment and the backup manager's availability.

To disable, follow the same steps and select None for the temporary approver.

Note

This feature is specifically for trip approval reassignment in Concur Travel and does not apply to Concur Request.

To learn more about Travel Vacation Reassignment, review Unit 6, Lesson: Managing Travel Vacation Reassignment in Getting Started with Concur Travel for Users Learning Journey.

Concur Mobile Registration

The SAP Concur mobile app is an extension of the SAP Concur full-featured, web-based SAP Concur Travel & Expense service, which integrates travel and expense processes. With the mobile app, you can manage trips and expenses, and book hotels, rail, and rental cars — all from your mobile device.

This section provides instructions to download and sign in to the SAP Concur mobile app.

In the Concur Mobile Registration section, you can request an email with the download link and instructions to be sent to your device.

This figure displays SAP Concur Sign-in Policies, Sign-in IDs, organization SS0 Code and the option to Download the SAP Concur Mobile app.

Note

  • Users with Android devices can download the SAP Concur Mobile app from the Play Store, while users with iOS devices can download it from the App Store.
  • SAP Concur automatically activates the mobile app for all clients.

Additional Information: Not all features are available on all devices. You can check the available features by device here: Mobile App Feature List by Device User Guide

System Settings

In this section, you can customize your Regional Settings and Language, personal Email Notifications, Calendar Sync Preferences, and Appearance Settings.

To access your System Settings:

  1. Select the Profile icon (top right corner).
  2. Select Profile Settings.
  3. Select System Settings.

This figure displays the system settings options for SAP Concur, including regional, language, calendar, email notifications, preferences, and appearance settings.

Regional Settings and Language

Use the Regional Settings and Language preferences to customize your user experience.

Regional Settings and Language

Description

Default Language

Select your desired language from the dropdown options for your SAP Concur system; this can be different from your organization default.

Number Format

You can select your preferred number format to display numbers in Concur Travel.

Placement of Currency Symbol

Select your Currency Symbol placement before the amount or after the amount to view the currency symbol in Concur Travel.

Date/Time Format

Select your preferred date and time format to display the date and time in Concur Travel.

Hour/Minute Separator

Select your Hour/Minute Separator to determine how minutes and hours are displayed.

Time zone

Select your local time zone from the dropdown options.

This figure displays the regional settings and language configuration, indicating preferences such as English (US) language, specific number and currency formats, mile measurement, mm/dd/yyyy date format, h:mm AM/PM time format, and Eastern Time (US & Canada) time zone.

Email Notifications

All Email Notifications settings in this section are linked with your organization configuration email options.

This section contains two types of email notifications:

  1. Approver Email notifications

    Note

    You will not use these email options if you are not a travel approver.

    Approver Email Notifications

    Description

    Send an email every time something is put in or removed from my approval queue

    Select the checkbox to receive an email when there is a trip for you to approve.

    Send a daily summary of items in my queue

    Select the checkbox to receive a daily summary of trips awaiting your approval.

    This figure depicts a list of enabled email notifications related to approval queue activities.
  2. General Email notifications

    General Email Notifications

    Description

    Let me know when one of my requests is approved or denied

    Select this checkbox to receive an email when any of your trips are approved or denied.

    Send Confirmation Emails

    Select this checkbox to receive an email when you book a trip.

    Send Trip-on-Hold Reminder Emails

    Select this checkbox to receive an email when you place a trip on hold.

    Send Ticketed Travel Reminder Email

    Select this checkbox to receive an email when your ticket is issued.

    Send Cancellation Emails

    Select this checkbox to receive an email when your travel booking is cancelled.

    This figure depicts a list of enabled email notifications related to travel confirmations, reminders, ticketing, and cancellations.

If you opt out of Send Confirmation Emails, Send Trip-on-Hold Reminder Emails, Send Ticketed Travel Reminder Email, or Send Cancellation Emails, you will not receive travel-related email notifications from Concur, but your assistant or arranger will continue to receive them.

Calendar Sync Preferences

Concur Travel's calendar integration feature automatically updates your calendar with travel itinerary details, ensuring seamless synchronization and visibility of travel plans.

Note

The Calendar Sync Preferences section is only visible when the Calendar Integration feature is enabled for your organization's configuration.

This figure shows options for calendar sync preferences, allowing users to disable integration or add only air and rail events to their calendar.

  • When Disable Calendar Integration is selected, none of your trips will appear in your calendar as the integration is turned off.
  • Add ONLY air and rail to my calendar limits calendar synchronization to air and rail travel only. Car, hotel, taxi, and other ground bookings will not appear in your calendar.

Appearance Settings

You can customize the visual appearance of your SAP Concur web application using the Appearance Settings dropdown options.

This figure illustrates the options available in the appearance settings of SAP Concur, allowing users to customize the display for increased contrast or to accommodate low-light environments, with choices like Morning Horizon, Evening Horizon, and high-contrast options.

When you've made your selections, select Save. To discard your selection, select Cancel.

Lesson Summary

In this lesson, you learned how to access your Other Travel profile options and navigate the available System Settings features.