Working with Expense Assistant

Expense Assistant automates the expense reporting process by creating expense reports for you and adding calendar-based or trip-based expenses to your reports. An expense report can be user-created or autocreated by Expense Assistant. If your organization's SAP Concur administrator has activated Expense Assistant, and you enable it in your profile, it automatically creates expense reports for you. Expense Assistant adds all expenses from your Available Expenses list to any open expense report that you choose. Now, let's set up this expense profile setting.

1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
2. Open the step-by-step guide: Enabling Expense Assistant Tip Sheet.
3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up the Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

Expense Assistant automates the expense reporting process by creating expense reports for you and adding calendar-based or trip-based expenses to your reports. An expense report can be user-created or autocreated by Expense Assistant. If your organization's SAP Concur administrator has activated Expense Assistant, and you enable it in your profile, it automatically creates expense reports for you. Expense Assistant adds all expenses from your Available Expenses list to any open expense report that you choose. Let's imagine you have previously set up Expense Assistant during the "Updating Your Profile" module, and now you are ready to work with it.

1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
2. Open the step-by-step guide: Working with Expense Assistant Tip Sheet.
3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up the Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)