Summarizing Key Capabilities of Concur Travel & Expense

1. SAP Concur consolidates expense, travel, and invoice spending in one system, offering visibility into transactions, improved compliance, and simplified processes for both employees and administrators.
2. Concur Expense assists with expense reporting by capturing data from receipts, automatically generating transactions, and consolidating expenses with credit card and travel booking information. It also has built-in audit rules and notifies users of incomplete entries to ensure accurate reports.
3. Managers can use the SAP Concur mobile app to review and approve expenses on the go, while easy-to-use dashboards provide a clear look at spending patterns. Concur Expense also features financial connectors that integrate with ERP, CRM, HR, and accounting systems for a unified view of spend data.

For a full user learning journey to support new Concur Expense customers, visit the SAP Learning site. Enter "Getting Started with Concur Expense Learning Journey for Customer Users" into the search box on the home page.

Concur Travel helps an organization stay compliant with their specific policies, while also making it easy to change travel plans as needed, no matter where and when those changes arise. Customers get transparency and visibility into employee spend, the ability to enforce policy, and the ability to make intelligent spend management decisions. With so many travel options to choose from, we empower employees to make the right choices with Concur Travel.

Review the video to learn more about how Concur Travel simplifies business travel booking.

• The redesigned travel experience offers enhanced search capabilities, allowing travelers to easily find airports and hotels near specific destinations like corporate offices or conference centers.
• Travelers can make environmentally sustainable choices with access to emissions data and comprehensive overviews for flights and hotels, aiding in understanding spending patterns and travel impact.
• The booking process is enriched with dynamic media, intuitive maps, and detailed flight data, ensuring a personalized and informed travel arrangement.

The new Concur Travel solution was launched at the end of 2023, and was rolled out globally throughout 2024. We've worked to create a tool that is easy and intuitive to use. The new tool provides business travelers with a booking experience similar to what they are accustomed to when using consumer booking tools. The new platform allows us to continually introduce new features and functionality to benefit both travel managers and travelers.

Travelers often want flexibility and control over their own travel bookings, and book their business travel directly with suppliers. This can cause issues for travel managers and finance leaders as there is no visibility into this spend until it's submitted in the traveler's expense report. To solve this challenge, Concur TripLink helps customers manage travel across various booking channels by capturing itineraries and integrating them into their SAP Concur solution. These integrations provide broad visibility into spend and duty of care, with increased use of company contracts and negotiated rates, while employees enjoy flexibility and ease of use.

Review the following video to learn more about Concur TripLink.

• SAP Concur offers tools like Concur TripLink and TripIt Pro for managing business travel, enhancing safety, compliance, and spend management.
• The Concur TripLink Hub enables travelers to integrate their own preferred traveler programs, for example frequent flyer accounts, with SAP Concur, allowing direct bookings with preferred suppliers and the seamless application of corporate rates.
• With the Concur TripLink Partner Network, travelers can switch between personal and business profiles for bookings, ensuring negotiated rates apply and reservations sync with SAP Concur for easy expense management.

Did you know that every booking made through Concur Travel is processed and fulfilled by an SAP Concur TMC (Travel Management Company) Partner? TMCs have knowledge of the travel industry and their advice and expertise enhances customer understanding and the traveler's experience. Those in charge of travel arrangements understand the importance of getting the most out of their corporate travel program and a TMC is essential for this. TMCs provide a complete solution from travel planning and booking, visa advice and duty of care reporting, to event sourcing and booking.

When it comes to an integrated travel solution, our TMC partners are at the heart of Concur Travel. Our combined services provide critical components of a truly managed travel program. Every Concur Travel transaction needs a TMC to fulfill the transaction and provide value-added support and services. As experts in today’s travel landscape, TMCs work with our shared customers to configure Concur Travel to each customer’s unique needs. Together, TMCs and Concur Travel deliver policy and itinerary management, approval, bookings, payments, duty of care, compliance, reporting, and forecast.

Customers can choose to work with any of our TMC Partners on the SAP Concur Partner Directory.

The SAP Concur mobile app is a natural extension of the SAP Concur full-featured, web-based service. The mobile app is available to all Concur Expense customers. The solution allows employees to do the following: view travel details, add expenses to an expense report, create and submit expense reports, capture receipt images, and allows managers to approve expense reports. With an intuitive interface and quick adoption rate, our mobile app helps customers capture more data so they can get detailed, real-time insight into all their spend.

We recommend that all customers download the SAP Concur mobile app from wherever they download their apps. The SAP Concur mobile app is proven to boost adoption rates and reinforce travel and expense policy compliance.

ExpenseIt is a value-added service in the SAP Concur mobile app that turns receipts into expense line items and sends them directly to Concur Expense for the customer. It makes submitting receipts, creating expense reports, and getting reimbursed quicker and easier. In addition to the SAP Concur mobile app, users can access ExpenseIt via the desktop solution.

ExpenseIt allows a user to take a picture of a receipt at the time of the expense using an iOS or Android mobile device. It uses various techniques, including AI machine learning models, individual user history, and Optical Character Recognition (OCR) to read and identify critical values from a receipt. Using these techniques, ExpenseIt identifies the amount, currency, date, location, vendor, and hotel itemizations, even on handwritten receipts. ExpenseIt also predicts the expense type and payment type, and then creates an expense based on this information - all automatically. This means customers can spot out-of-policy spend faster, get a tighter reign on compliance, and better control their costs.

Review the following video to learn more about how ExpenseIt works.

1. Single app experience. Access ExpenseIt in the SAP Concur mobile app to manage expenses.
2. Reduces lost receipts and data entry errors. Receipts are digitalized on the go and users no longer need to track paper receipts.
3. Captures handwritten total amounts. ExpenseIt captures the total amount, even if it is handwritten.
4. Predicts payment type. ExpenseIt predicts the payment type, classifying the receipt as corporate card charge or cash.
5. Reads and itemizes common hotel receipt types. ExpenseIt uses learning models to determine fields such as room rate, taxes, and other billed items.
6. Easy to activate in the SAP Concur mobile app.
7. Supports e-mail forward functionality. Digital receipts can be e-mailed directly to designated SAP Concur e-mail addresses.

As business landscapes evolve, employees have more ways to spend money on a variety of things. From rail tickets to home office equipment, employee spending is the fuel that gets the work done.

Concur Request offers simplicity, control, and integration for the spend request and approval process. Requesters benefit from an easy-to-use system that automates their travel requests from planning through approval and booking. Meanwhile, managers gain visibility to make informed decisions and the control to help stay on budget. In some regions, such as Germany, India, and parts of APJ, Concur Request is often a required product to sit alongside Concur Expense.

Review the following video to learn more about Concur Request.

• Concur Request streamlines expense management by requiring employees to complete a request detailing anticipated expenses, which must pass through an established approval workflow before any costs are incurred.
• Concur Request enhances organizational spend visibility and ensures compliance with company policies by enabling customization of expense types and approval processes, ensuring all expenditures are preapproved by managers.
• Concur Request provides convenience and flexibility by being accessible on web and mobile platforms, allowing for seamless integration from expense approval to direct booking through Concur Travel, facilitating straightforward management of expenses.

While Concur Request can be used standalone, our customers can choose to integrate it with many SAP and SAP Concur solutions. This integration amplifies and extends the value of their portfolio and ensures enhanced functionality in budgeting, travel allowances, duty of care, and more. Our customers typically integrate Concur Request with Concur Expense for two reasons:

• To ensure that there is a preapproval in place for specific expenses.
• To compare the approved amount and the expense amount.

The SAP Concur App Center offers prebuilt partner integrations that work with SAP Concur core products to help solve the challenges our customers face. Whether it's enhancing the traveler experience, streamlining financial processes, or ensuring compliance with tax regulations, App Center partner integrations help our customers maximize the value of their SAP Concur solutions.

Apps that can manage project expenses, validate e-receipts, and manage spending reporting requirements for the life science industry particularly help Concur Expense customers.

The App Center is our open platform for extending SAP Concur solutions. It improves our competitive advantage and our ability to meet customer requirements in different geographies and industries.

Review the following video to learn more about the value that partner integrations bring our customers.

• The SAP Concur App Center offers over 250 partner integrations designed for business leaders, travelers, and administrators, providing tools and services to tackle financial, operational, and organizational challenges.
• Integrations with SAP Concur enhance the traveler experience with user-friendly travel apps and increase visibility into expenses through e-receipt applications.
• The App Center enables companies to optimize travel and spend programs, reduce waste, and meet specific regional, industry, or regulatory needs through tailored partner solutions.

The App Center offers two main groups of partner integrations; free-to-use connections and enterprise applications. It can be accessed from the SAP Concur solution home page or the SAP Concur website. Review the following image to learn more about typical apps available in the App Center.