Objective
This unit is intended for administrators who want to improve expense management using the SAP Concur mobile app.
After completing this unit, you will be able to:
SAP Concur is a comprehensive solution for managing business travel and expenses. It streamlines the entire process, from booking travel to submitting expense reports, making it easier for employees and administrators alike. The mobile app version of SAP Concur offers the same robust features as the web-based version, allowing users to manage their expenses on the go.
With the SAP Concur mobile app, users can create, edit, and delete expense transactions directly from their mobile devices. The app supports a wide range of expense types, although companies can customize the list to better suit their needs. Additionally, the app provides tools for reporting issues and sending error logs, ensuring that customer support can quickly address any problems.
To begin using SAP Concur Mobile, the first step is to install the app on your mobile device. The app is available for both iOS and Android platforms and can be downloaded from the respective App Stores. Ensure that your device meets the minimum system requirements before proceeding with the installation.
Once the app is installed, open it and follow the on-screen instructions to complete the registration process. You need to enter your company's SAP Concur credentials to log in. If you encounter any issues during installation, refer to the troubleshooting section in the user guide or contact SAP Concur Customer Support for assistance.
Understanding the interface of the SAP Concur mobile app is crucial for efficient expense management. The app's layout is designed to be user-friendly, allowing users to quickly access essential features such as expense reporting, travel booking, and approval workflows. Familiarizing yourself with the main navigation menu will help you locate these features effortlessly.
To begin, users must be designated specific roles such as Travel User, Expense User, and Expense Approver to access the corresponding features. These roles ensure that users can perform their tasks efficiently and securely.
For instance, a Travel User can access travel-related features, while an Expense User can manage expense transactions. On the other hand, approvers have the authority to review and approve requests and payments. Proper assignment of these roles ensures smooth operation and compliance within the organization.
To assign permissions, navigate to the User Accounts section within Expense Settings. Here, you can assign roles based on the users' responsibilities. Proper role assignment streamlines operations and enhances data security by restricting access to sensitive information.
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