SAP Concur Information | SAP Concur (2024)

Do you need help with an expense report? 814-863-9713

The SAP Concur Help Desk is available by phone Monday through Friday 8:00 AM until 4:00 PM at 814-863-9713, by email to [emailprotected], or a request can be submitted by webform from the SAP ConcurContact Us page. SAP Concur Support staff can walk you through any task related to your SAP Concur Expense Report.

Do you need assistance with travel reservations? 814-258-6111 or 833-827-3331

SAP Concur is integrated with the Travel OnLion Reservation System. SAP Concur and onLion share a common home page. The Expense menu contains the functions for SAP Concur. The Travel section is for onLion services. Anthony Travel can be reached 8 a.m. to 5 p.m. Monday through Friday by calling 814-258-6111 or 833-827-3331 or by email to [emailprotected]. Travelers requiring after-hours emergency service can call 888-669-3948.

Per Diem Resources

As of July 1, 2015 all PSU reimbursem*nts for CONUS Meals & Incidentals and OCONUS Meals, Incidentals & Lodging will be based on U.S. General Services Administration per diem policy. Travel Allowance calculations in SAP Concur automatically follow the new per diem calculations for any itinerary added to a report.

Download the Per Diem Calculation Details Document

Why am I not able to log in?

If you previously attempted to log in at concursolutions.com, your profile may have been locked due to too many attempts. Contact the SAP Concur Help Desk for assistance, and only log in from ers.psu.edu or travel.psu.edu.

What if my destination is not listed in the GSA search results?

If the city is not listed, but the county is, then the per diem rate is the rate for that entire county. If the city and the county are not listed, then that location receives the standard CONUS location rate. All locations in SAP Concur have been assigned a county.

Visit the National Association of Counties website at www.naco.org to determine the county a destination is located in.

Where is my Reimbursem*nt?

If you received an email from Concur that said your report status has been set to paid, within 2-3 business days you will receive an email from [emailprotected] advising when the funds will be available in your bank account.

Hershey Medical Center employees receive reimbursem*nts as a check mailed to the address specified on the expense report.

Did you receive an e-mail that you have a Report Ready for Submission?

Follow these steps:

  1. Log in. Click green button in upper left corner.
  2. Click Expense tab.
  3. In Active Reports click on the report name of your report. (e-mail message contains the report name).
  4. Expenses are now displaying on the left side of the screen.
  5. Click Submit Report button in upper right side of screen.
  6. Next click Accept & Submit.
  7. Next click Close.
  8. You are finished. Close browser tab.

Downloadable Instructions for Submission

Do you need to set up a delegate for yourself?

Follow these steps:

  1. Log in.
  2. Click Profile in upper right corner of screen.
  3. Click Profile Settings.
  4. Click Expense Delegates on left side of screen in the Expense Settings section.
  5. Click Add button.
  6. In Search field type in last name or e-mail address of person that will be the delegate.
  7. Click on name in the Search Results.
  8. Name will be added to list.
  9. Click checkboxes for Can Prepare and Can View Receipts. NOTE: Do not select any other checkboxes unless you have been instructed to do so by someone in your department.
  10. Click Save button.
  11. You are finished. Close browser tab.

Downloadable Instructions for Add Delegate

Do you want to change the number of e-mail notifications you receive about status changes to your submitted reports?

Follow these steps:

  1. Log in.
  2. Click Profile in upper right corner of screen.
  3. Click Profile Settings.
  4. Click Expense Preferences on left side of screen in the Expense Settings section.
  5. Look for the Send email when . . . section.
  6. Uncheck all the checkboxes in this section.
  7. DO NOT edit any other section of this page.
  8. Click Save.
  9. You are finished. Close browser tab.

Downloadable Instructions for Notifications

Why isn't the city I need available for my itinerary?

Cities are added manually to SAP Concur. To get a city added contact the SAP Concur Help Desk.

University Travel Policy

SAP Concur provides consistent application of the University travel policy. Exceptions to policy will be flagged by the system. Click here to view the University Travel Policy.

SAP Concur Data for Reporting Purposes

The SAP Concur Data Warehouse was retired on December 31, 2016 and taken offline in May 2017.

The SAP Concur on-line Business Intelligence tool will be used as the single source for SAP Concur reporting data. The tool provides data that is current as of the previous day and facilitates development of personalized reporting extracts. SAP Concur Support Staff will work with you to determine your data criteria and create a data set specific to your reporting needs. After a data set is established, it can be scheduled for extraction into an Excel format and delivered to you as an email attachment at regular intervals (daily, weekly, bi-weekly, monthly, etc.).

Please contact Dawn Haines([emailprotected]) for your SAP Concur reporting needs.

SAP Concur Information | SAP Concur (2024)

FAQs

What is the Concur solution? ›

SAP Concur solutions are the world's leading solutions for integrated expense, travel, and invoice management.

How do you itemize entries in Concur? ›

From within an open expense report, select the expense line you would like to itemize. Select Itemize from the lower right corner of the line time. Enter all necessary information for the itemization. Repeat until the Remaining Amount is $0.00.

What is the random Audit rule in Concur? ›

A random audit rule allows for auditing of selected invoices as either a percentage of invoices submitted (for example, 10% of all invoices submitted) or as a specific number of invoices (for example, every 10th invoice submitted).

How do I extract data from Concur? ›

To export your expense report:
  1. Log into SAP Concur.
  2. Open the expense report that needs to be exported.
  3. Click on Print/Share (If on Legacy UI, click on Print/Email).
  4. From the drop-down list, select one of the following: (Options are determined by your company configuration.)

Is Concur owned by SAP? ›

SAP Concur is a part of SAP's Business Network Group, beside SAP Ariba and SAP Fieldglass. The company is headquartered in Bellevue, Washington, with additional offices in Eden Prairie and St.

How much does Concur cost? ›

The minimum fee for an organization to purchase Concur's SaaS product for the first time is approximately $994 per year or $82.90 per month, which is not unreasonable for a product that's as full-featured as Concur Expense, especially considering that there is no setup cost.

What is the difference between itemize and allocate? ›

When you think of applying an itemization or an allocation, the best way to differentiate them is that Itemizations relate to object codes, while Allocations relate to the accounting codes.

How do you itemize something? ›

Itemizing requirements
  1. Enter your expenses on the appropriate lines of Schedule A.
  2. Add them up.
  3. Copy the total amount to the second page of your Form 1040.
  4. This amount is then subtracted from your income to arrive at the final taxable income number.
May 6, 2024

How to itemize personal expenses in Concur? ›

To itemize an expense, please follow the steps below:
  1. Click on the specific expense you would like to itemize.
  2. Click the Itemizations tab.
  3. On the Itemizations tab, click Create Itemization (The expense Amount, the Itemized amount, and the Remaining amount are listed on the Itemizations tab)
May 13, 2024

What is the golden rule of auditing? ›

1st Golden Rule : Keep your ears open and be sharp to hear an information that will be useful during the course of assignment. There maybe some information we may conclude that it is misleading or confusing but it is better to test everything during an assignment instead of not testing it and later regret for it.

What are 2 key criteria of audit? ›

Audit procedures focus on determining whether criteria are met or not met. Suitable criteria are clear, concise, relevant, reliable, neutral, understandable, and complete.

What is the odd of being audited? ›

(Source: IRS Data Book, 2022.) Overall, the chance of being audited was 0.2%. So, only one out of every 500 returns was audited.

What does extracted mean in Concur? ›

Extracted for Payment: the batch the report is assigned to has been closed. The report details have been passed from SAP Concur to your company's respective Financial system. Not Paid: the payment request has been sent to the bank but the bank has yet to confirm the request.

Can Concur read receipts? ›

Concur allows users to upload receipts via the Concur mobile app, scan and upload receipts, or email individual receipts.

Can you pull data from SAP? ›

The pro-code approach uses VBScript commands to extract information from SAP UI elements. To extract SAP status data, such as a newly created purchase requisitions or plant maintenance notification numbers, you need access to the status bar UI element.

What is the use of Concur? ›

How does SAP Concur work. SAP Concur is an expense and travel management service hosted in the cloud that streamlines travel- and expense-related operations, from booking through processing and reporting. This system offers capabilities to track and control expenditures as well as automating associated processes.

Why do people use Concur? ›

SAP Concur solutions help you not only gather all your spend data, but slice and dice it in innovative new ways to maximize data insights, enhance agility, and inform smarter data driven decisions.

What kind of software is Concur? ›

Concur - Expense Management, Travel and Invoice Software - SAP Concur.

How does Concur work with SAP? ›

The SAP Concur integration solution facilitates data synchronisation between your SAP Concur platform and another business system to automatically create journal entries or invoices in your ERP or accounting system when an expenses or payment reference workflow has completed in SAP Concur.

References

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