Concur travel profile setup

Step One: From the Concur Home Page, select the Profile drop-down tool in the top-right corner of the page and select Act on behalf of another user. In the Search box, start typing the name of user you wish to Act on behalf of. You must be a Travel Arranger or Assistant on that person’s Profile to use this functionality.

Apr 27, 2021 · Method 2: Your Company Creates Your SAP Concur Account. This is the most common method used by our customers. Your company will take information from either the HR or Payroll department to set up your SAP Concur account. Once the account is created, you should be notified via email. The email will contain your assigned username and a link to ... The Approver Delegate is assigned by an Approver to approve travel requests or expense reports on their behalf. Approvers can designate Approver Delegates in their Concur Profile for a specified period of time up to 365 days. The Approver Delegate must already be set up with an approval role in Concur. Preview DelegatesAccount field enter your SAP Concur account username shown on your SAP Concur screen (i.e., [email protected]). 5. In the Secret Key field, enter the secret key shown on the SAP Concur page. For example: 123 456 789. 6. Once the account is added, beneath the SAP Concur account in your authenticator app, a six-digit code will be generated. 7.This document describes the ways in which Concur Travel can assist a company in enforcing its travel policy. It includes information about: • Travel classes/policies, which are the "containers" for the travel rules and other travel class features • Pre-trip approval options in Concur Travel • Company travel rules:May 2, 2022 · Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well. I am an arranger but I am not sure my profile is set up correctly. I booked travel for someone and did put her email in. However, when her flight was cancelled at the last minute, she didn't get the email, I did, and of course it was a ... SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Contact us today.Step 1: Setup Your Concur Profile. Set up your Concur profile in order to book travel with Concur or make yourself eligible to receive travel and expense reimbursements. If you have already set up your Concur profile there is no need to take any additional action and can continue to the next step.University traveler, but SAP Concur has multiple short videos that can help you with specific aspects of the ... Account & Profile Setup To get a Concur account, you must take the department training as listed in the “Department Resource” webpage on the website . Once you submit Travel’s “Online Concur Training Form” (https://fbs ...

Account field enter your SAP Concur account username shown on your SAP Concur screen (i.e., [email protected]). 5. In the Secret Key field, enter the secret key shown on the SAP Concur page. For example: 123 456 789. 6. Once the account is added, beneath the SAP Concur account in your authenticator app, a six-digit code will be generated. 7.Training Guide: Setting up Your Concur Profile for Travel and Expense Users Page 3 Updating Required Information You will find the most common profile tasks on the Profile Options page. You can also use the menus on the left to select a setting to update. The first time you update your Concur Profile, you must ensure the following required piecesWatch Anthony Travel Demo. SAP Concur Travel & Expense Training Demo. Date Recorded: 6/6/2023 Runtime: 56 minutes. Concur overview, campus-wide changes, resources, and Q&A – 0:00 – 42:37; Profile set-up demo – 42:38 – 56:34; Watch Travel & Expense Training Demo. SAP Concur Training Demo with Pilot User Group. Runtime: 59 minutes. Watch ...Note: If you have applied for the Penn Travel Card, it will automatically be added to the system when your first transaction feeds into Concur. You will not have to load it manually in this section. Step Five: Assign Assistant or Travel Arranger (optional) An assistant can book travel on behalf of another. You can have more than one assistant.May 2, 2013 ... Note: All travelers and travel arrangers must self-register and setup their profile ... setting up their travel assistant profiles in CONCUR. May ...Complete your Concur Profile in its entirety before traveling on official University business or completing day travel. Sections of the profile will be auto-populated with your personal information, which is uploaded from Banner into Concur. This information will need to be verified by the traveler. Any adjustments to the uploaded information ...1. Log into Concur. 2. Select Profile. 3. Select Profile Settings. 4. In Travel Settings, select Assistants/Arrangers. 5. Select Add an Assistant. 6. Enter the name of the desired Travel Assistant. 7. Select Can Book Travel for Me. a. If desired, you may also add this person as your Primary Assistant by checking the second box: is my primary ...

The e-receipts confirmation appears. Once you have accepted, if you have a Concur Travel Card it will be opted in. To opt-out a credit card: Click Profile > Profile Settings > Personal Information (in the Your Information section of the left-side menu). In the Credit Cards section, click the edit icon. Clear the Receive e-receipts for this card ...Although Concur used JAWS to test Section 508 accessibility, Concur does not specifically endorse the JAWS product. Other assistive technology products and environments may be compatible, but CGE has not tested them. Concur does not provide technical support for assistive technology software. You can obtain technical support for Concur Travel: Frequent Traveler Program listed on Profile; Options. Bookmark; ... We are looking to generate a report that will show what users have setup a particualr frequent traveler program setup within their profile. Has anyone been able to create a report in Intelligence or use a Travel Report that tracks this information? …Apr 27, 2021 · Method 2: Your Company Creates Your SAP Concur Account. This is the most common method used by our customers. Your company will take information from either the HR or Payroll department to set up your SAP Concur account. Once the account is created, you should be notified via email. The email will contain your assigned username and a link to ... 1. Log into Concur. 2. Select Profile. 3. Select Profile Settings. 4. In Travel Settings, select Assistants/Arrangers. 5. Select Add an Assistant. 6. Enter the name of the desired Travel Assistant. 7. Select Can Book Travel for Me. a. If desired, you may also add this person as your Primary Assistant by checking the second box: is my primary ...Page Not Found | SAP Help Portal. This site uses cookies and related technologies, as described in our privacy statement, for purposes that may include site operation, analytics, enhanced user experience, or advertising. You may choose to manage your own preferences. Understood. More Information.

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Self-Registration is a feature of Concur Travel that allows a client or TMC to use a client-specific URL that captures initial user information to create a new login (User …Whether your existing travel and expense policy is due for a refresh, or your business wants to create one for the first time, this guide can help you build and enforce a policy that's right for you. Download the resourceFeb 28, 2022 ... You can assign your delegate by going to Profile settings → Request delegates. Page 3. 3. 9. How do I split expenses between two or more FOAPs ...Any issues with your profile data should be reported to HR Service Center’s . Life Cycle Support Services. Update User Information Please review and update your Concur profile before you start a travel request or expense report. Some sections must be completed before travel can be booked. This includes the following fields: full name, contact Concur Benefits Assurance. Concur Tax Assurance. Control company costs. Duty of care. Employee experience. Fraud. Growth. Intelligent Spend Management. Travel and expense.

Do you need to set up a travel notice with Chase when you go abroad? We'll show you why you want to do this and how to do it with a step-by-step guide. We may be compensated when you click on product links, such as credit cards, from one or...SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Contact us today. assigned Travel Assistant with the ability to book on behalf of other travelers. 1) Go to Profile and Profile settings in the top right-hand corner in Concur. 2) Choose Setup Travel Assistants. 3) Click on Add an Assistant. 4) Type in the last name of the person you want to give permission to book travel for you. Click on their name andthe Travel Arranger. Select the individual who is to be the . Travel Arranger, and then select whether the Travel Arranger can only . book travel, or whether they will be the . primary assistant. which means that the Travel Arranger will have access to the employee’s profile information. Ensure you . Save . your selections. Setting u p Travel Arranger This guide will outline how to set up a Travel Arranger. A Travel Ar ranger is someone w ith a Concur profile that may book and reserve travel on behalf of another person in Concur. A Travel Arranger may only arrange travel. To have Requests and Expense Reports prepared by someone else, a Delegate will need to be set up.Select Profile Settings. You will see five categories of settings on the left menu: Your Information, Travel Settings, Request Settings, Expense Settings, and ...To set up or change your bank account information: Go to your Profile on the top right of the screen and click on Profile Settings; this will take you to your Profile Settings page. Navigate to the Bank Information section listed under Expense Settings on the left side of the page. From the Bank Country/Region field, select the area where your ...Jul 23, 2021 · SETTING UP YOUR USER PROFILE IN CONCUR Last updated: 07/23/2021 Page 1 of 10 Initial Employee Profile Setup New Concur users will need to sign into Concur using OSU’s Single Sign on Portal (SSO) before they are able to setup their initial profile. Upon successful login, you can modify your user profile and add additional information. Oct 31, 2022 08:29 AM. There are two parts. One is for the travel assistant (get flights and hotels) and one expense delegate (close out expense report, add receipts, etc). To …Set up Profile Situation: Individual will be using Concur for Expense Reimbursements and Travel Bookings ... Penn Faculty & Staff Page, bottom right under Travel, Concur Travel and Expense Step Two: Activate eReceipts At the top of page, immediately under the tool bar, look for the eReceipts notice. ... Recommended setup is clicking ‘Can ...

Whether your existing travel and expense policy is due for a refresh, or your business wants to create one for the first time, this guide can help you build and enforce a policy that's right for you. Download the resource

Home / Accounting Services / Accounts Payable / Travel PROFILE SETUP Expand Menu Exploring the Home Page Dashboard Basics Watch on To return to the home page from …Apr 27, 2021 · Method 2: Your Company Creates Your SAP Concur Account. This is the most common method used by our customers. Your company will take information from either the HR or Payroll department to set up your SAP Concur account. Once the account is created, you should be notified via email. The email will contain your assigned username and a link to ... Set Up · Setting Up Your Concur Profile · Setting Up a Default Approver · Adding a Personal Car (Athletics Only) · Concur Checklist ...Below are the required training materials for Travel Concur by role type. You have the option to watch the videos, read the tip sheets, or a combination of both. Once complete, you will complete the last step by certifying and submitting the Concur access form. Step 1: How Concur Works. Step 2: Select the appropriate tile to see the training ...the information from the Concur Travel profile field and move the value into the GDS profile in the correct format. Each section in the XML mapping file contains the …If you are a long-time user of Concur, then you are probably already familiar with users having one profile for the Expense side of the system and one profile for the Travel side of the system. With Identity v4 a new level of user profile has been introduced. This new level is plainly stated as a user's Identity Profile.Please contact Knight Holdings LLC at 800-543-8616 option 1 or your finance office to set up a profile. Once the profile is set up with Knight Holdings LLC and you are given the guest booking privileges, go to the left-hand side of the home page, and select “Book for a guest.” Who should I contact for technical assistance with Concur?Section 2: Overview In some organizations, employees use a company car or personal car for business purposes and are reimbursed for maintenance or mileage as defined by the companyPlease note: This is the page for SAP Fiori with Horizon resources. (If you are not using the SAP Fiori with Horizon theme, please visit the Concur Gateway page .) SAP Concur integrates expense reporting with a complete travel booking solution. Learn how to log on to SAP Concur, navigate the SAP Concur system, and quickly learn how to use your ...

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Setup > Travel at the top of any page. Once in the setup wizard, you can access different pages by using the left-side menu. None of these steps/pages are dependent on the other. Section 3: Log in to Travel - Access the Setup Wizard To log in to Travel and access the Setup Wizard: 1. Go to www.concursolutions.com.Wherever you're going, whatever you need, we're here to help. Travel Accounting – 801.581.7142 | [email protected] | Concur expense reports, travel policy, per diem, ePR. Christopherson Business Travel – 801.587.9005 | [email protected] | Booking travel, Concur requests and profiles.Concur Sign In Security Changes: Two-Factor Authentication (2FA) and New Password Policy UI (SignIn Settings UI) To enhance the sign in security of all SAP Concur users, two-factor authentication (2FA) will be required on www.concursolutions.com starting October 18, 2023. All users who are using basic authentication (SAP Concur username and ... Help for administrators of Concur Travel Professional Edition. Setup guides, user guides, import/extract specifications, and all other relevant product documentation for Professional Edition. Feature descriptions and how tos for agency setup, company travel setup, company specific configuration, profiles, and PNR finishing. Configuration in Concur Travel – Professional Edition NOTE: When a customer has multiple agencies and uses the Concur Travel & Expense Divisional Admin feature, there must be unique Tramada credentials per agency. To enable: 1. Click Administration > Travel (on the sub-menu) > Travel System Admin and access the desired client travel ...Activate E-Receipts – Concur has partnered with some vendors to provide e-receipts that automatically send travel receipts to your Concur profile. Non-Employee Concur Profile Set up - How to create a profile for a non-employee (students, prospective employees, and other non-employee guests of the University for non-travel reimbursements ... Community Manager. Jul 13, 2021 11:38 AM. @cneuendorf Unfortunately you cannot. They need to be set up by the site administrator. Then each of those people will need to add you as their travel arranger on their profile. Are you one of your company's SAP Concur Site Administrators?information from its Administration . Under the section “Concur Systems Travel”, there is a subsection called “Training” with the steps to learn how to set up and use Concur as a member of our Department . Department Travel Staff The Department Travel Staff are located in the Department of Geology & Geophysics main office (FASB, Rm 383) . Concur is a comprehensive web-based tool that integrates travel requests, booking, expense reporting, and an automated approval workflow - all in one system. In an ongoing effort to improve efficiency, Concur will replace all paper requests and expense forms, including receipts. We have begun our transition to Concur for official, state-funded ... ….

The purpose of this document is to guide Concur users through the process of setting up a travel profile. A travel profile is required in order to book travel in Concur. This document will outline the following: 1. Navigate to Profile 2. Auto-populated Fields 3. Required Fields 4. Adding Travel Assistants and Arrangers . Navigate to Profile . 1. Contains PCC/SID/Office ID for customer Travel bookings and profiles, GDS, queues, and other agency -related information If all information is the same, you can share a …Section Description/Action Default Travel System Admin Settings In the TSA Settingssection, the Date of Birth Unknowncheck box automatically appears January 28, 2018 Changes notrelated to the release Removed these sections; created new Travel Service Guides: Concur Expense: Travel Allowance Setup Guide . Last Revised: January 18, 2019 . Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium edition Standard edition RequestSection Description/Action Default Travel System Admin Settings In the TSA Settingssection, the Date of Birth Unknowncheck box automatically appears January 28, …§ Download the Concur application to the traveler’s phone, using the provided link, or by going to the App Store on the traveler’s phone. § Login to Concur via the phone, using the traveler’s UK email and PIN as the password. § Click OK, to allow Concur to send Notifications. Your Concur Profile Setup is Complete!11 12 Sept 2021 Navigating Concur Exploring the Home Page To return to the home page from any other page, click the SAP Concur logo on the top left of the screen. Concur …Step One: Open the Profile Options page. From the Concur Home Page select Profile > Profile Settings. The Profile Options page appears. You can update specific sections of your profile from the individual links provided under the Profile Options heading or use the menus on the left to select a section to update. Concur travel profile setup, [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1]