Introduction and Overview

Objective

After completing this lesson, you will be able to introduce SAP Concur.

Introducing the Course Overview and Outline

As part of their daily activities, many users must complete travel expense reports (expense claims), and other tasks using SAP Concur. This learning journey helps onboard new users (employees) in using SAP Concur so they can save time doing expense reports and get reimbursed faster. You can follow the sequence of each unit and lesson or skip around to the topics that interest you most, learning how to make expense reporting fast and easy.

Introducing SAP Concur

Welcome to SAP Concur! Thank you for joining us. We're excited that you and your organization have decided to partner with us for effortless spend management. By automating spending processes, businesses can run efficiently anywhere, anytime, and under any circumstances. SAP Concur is committed to reinventing travel, expense, and invoice management with tools that simplify everyday processes and create better experiences. A business end user performs a wide range of tasks that allow for the optimal use of SAP Concur and enables them to perform their everyday work.

This learning journey covers the SAP Concur web-based solutions (accessed through an internet browser). SAP Concur Mobile for iPhone and Android is covered separately. See the Further Reading section to reference the SAP Concur Mobile App user resources.

To get you up and running, we’ve created this learning journey - a sequence of short microlearning lessons to walk you through the onboarding process step-by-step. This includes self-paced video demonstrations, guides, and interactive practice exercises. All designed to assist employee users to become proficient with SAP Concur. The learning journey can be used as a whole for initial onboarding, and later, for on demand How-To demonstration videos and step-by-step instructions. Each microlearning video takes 1-2 minutes and you can progress at your own pace. You will be ready to go in no time.

All tasks covered in this learning journey are performed on the web version. However, these same tasks can also be performed on the SAP Concur Mobile App version for Android and iPhone.

The following topics covered in this Getting Started with SAP Concur unit are:

  • Introduction and Overview
  • Signing in to SAP Concur
  • Exploring the SAP Concur Home Page
  • Setting up your SAP Concur User Profile
  • Conclusion
White-haired person working in an office with a laptop and notebook.

Note

Most of the tasks covered in this learning journey can be performed on the web version (each lesson) or on the SAP Concur Mobile App for Android and iPhone. See the Further Reading section to reference the SAP Concur Mobile App user resources. Your organization may not have purchased or enabled all the products and features discussed in this lesson.

Recognizing an Overview of Concur Travel and Expense

Booking your travel and submitting your expenses is easier than you think. The process of making reservations for business trips can be stressful, but with SAP Concur, it only takes a few clicks. Simply plan your trip, book your flight, car, and accommodations. After you make your reservation and take your trip, you can create and submit an expense report (expense claim) in just a few short steps. Let's start with a video overview of Concur Travel and Expense so you can see how SAP Concur makes spend management effortless.

Select Play to start the following video.

TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.

Note

Your organization may not have purchased or enabled all the products and features discussed in this lesson.

SAP Concur Getting Started QuickStart Guide

The SAP Concur Getting Started QuickStart Guide is an excellent resource to download and reference during and after the training. The topics covered are similar but may not follow the exact sequence as the training.

Feel free to bookmark it for future reference. It opens in a new tab. Once you've completed the download, return to this tab to resume the training.

SAP Concur Mobile App

This task can be performed on the web version (the instructions in this lesson) or on the SAP Concur mobile app for Android and iPhone. See the following links to reference the SAP Concur mobile app user resources.

TitleAndroidiPhone
SAP Concur Mobile App User ResourcesSAP Concur Mobile App User Resources - AndroidSAP Concur Mobile App User Resources - iPhone

Feel free to bookmark these pages for future reference. They open in a new tab.

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