Navigating the Help Menu

Objective

After completing this lesson, you will be able to navigate the Help menu.

Navigation of the Help Menu

Welcome to the Help Menu.

Note

The Help menu is available at any time and can be accessed from any page within the SAP Concur system.
The image shows a screenshot of a help menu. The menu is divided into several sections: 1. Get Assistance, which includes: Explore Interactive Help, Chat with a Live Agent, Speak with a Live Support Specialist; 2. Product Resources, which include: Expense Help, Invoice Help; 3. Administration Resources, which include: Expense Administration Help, Invoice Administration Help, Tools Help; 4. SAP Community and Contact Support.

Before we dive into basic configuration, we want to introduce you to the Help menu.

Here, you can find a wealth of resources designated to support the role as an administrator. This section offers comprehensive product resources, detailed guides, and troubleshooting tips to help you manage your tasks efficiently. Also, you have access to various administration tools and support services, ensuring you have the help you need when you need it. Whether you are configuring settings or seeking expert advice, our contact support team is always ready to assist you.

Get Assistance

The images shows a screenshot of a dropdown menu titled Get Assistance. The menu is highlighted in yellow and includes the following options: Explore Interactive Help, Chat with Live Agent, Speak with a Live Support Specialist, Start a Co-Browsing Session. Below the Get Assistance section, there are additional sections titled Product Resources and Administration Resources, which include links to various help topics such as Expense Help, Invoice Help, Expense Administration Help, and Invoice Administration Help. There are also links to SAP Concur Community and Contact Support.

The Get Assistance feature is located under the Help menu. Hover over the question mark to reveal the name, then select it to show the feature.

This section includes:

  • Explore Interactive Help - access the guided help section.
  • Chat with a Live Agent - contact the SAP Concur chat.
  • Speak with a Live Support Specialist - displays the numbers to call to speak with a live support specialist.
  • Start a Co-Browsing Session - start a Co-Browsing session. Co-Browsing allows SAP Concur to see the ConcurSolutions.com webpages on your screen. You must agree to cobrowse to start the session.

Product Resources

The image shows a screenshot of a dropdown menu titled Product Resources. The menu is highlighted in yellow and includes the following Expense Help and Invoice Help. Above the Product Resources section, there is a section titled Get Assistance and below, there is the Administration Resources section, which includes Expense Administration Help, Invoice Administration Help, and Tools Help. There are also links to SAP Concur Community and Contact Support.

The Product Resources link gives you access to the help tools. Based on the services contracted, such as Expense, Travel, and Invoice, you have access to the corresponding product help tools.

Administration Resources

The image shows a screenshot of a dropdown menu titled Administration Resources. The menu is highlighted in yellow and includes the following Expense Administration Help, Invoice Administration Help, and Tools Help. Above the Administration Resources section, there are two sections titled Get Assistance and Product Resources and below, there are also links to SAP Concur Community and Contact Support.

The Administration Resources section gives you access to the administration help tools. Based on the services contracted, such as Expense, Travel, and Invoice, you have access to the corresponding administration help tools.

SAP Concur Community

The images shows a screenshot of SAP Concur Community. The title is highlighted in yellow. Above this title there are other sections: Get Assistance, Product Resources, and Administration Resources. Below, there is a link to SAP Contact Support.

Use the platform to explore solutions and find answers in the Community Support and FAQs and Product Forums.

Contact Support

The images shows a screenshot of Contact Support link. The title is highlighted in yellow. Above this title there are other sections: Get Assistance, Product Resources, Administration Resources, and SAP Concur Community link.

Register as an Authorized Support Contact (ASC) for your company. You can access Contact Support and open tickets with SAP Concur for technical issues and tasks that customers cannot perform.

References

TitleLink
Product Settings Setup Guide for Concur Standard EditionProduct Settings Setup Guide for Concur Standard Edition

Summary

Thanks for completing this unit!

Throughout the lessons, you have gained a solid understanding of how to navigate the expense settings and use the Help menu in Concur Expense. This course provided an overview of accessing and adjusting various expense settings, as well as effectively using the Help menu for support and troubleshooting.

Before you move on from this unit, there is a knowledge check to help reinforce and assess what you've learned.

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