Install Concur onto my computer using Okta

Log into Okta and select the Concur tile.

Note: If you don’t see the tile, check to see if you received a set up email and follow the install steps. If you didn’t receive an email, submit a request to IT.

Install the Concur app onto my device

Download the SAP Concur mobile app from the App Store or Google Play and follow the prompts to install.

Install Concur onto my device using the setup email

Open the SAP Concur setup email that was sent to you and follow the prompts to register. (If you don’t know your credentials, try resetting them.)

Install Concur onto my phone using a download link

Download the Concur app onto your phone from your device, or by sending yourself a download link located under Profile & Profile Settings > Mobile Registration.

Your username will be listed on this page, and the Concur mobile app uses the same password you use to log into the web-based version.

Register my mobile phone with Concur

Due to the financial nature of the app, this registration process provides additional security measures.

1. In <Needs Input>, click Profile > Profile Settings (upper-right corner).
2. Click Mobile Registration > Create a Concur mobile PIN. Enter your PIN number and click Set Concur Mobile PIN.
3. Download the SAP Concur app from the App Store or Google Play.
4. Launch the Concur mobile app. (If prompted, set up screen lock.)
5. Sign in using your email address. For your password, enter the PIN that you just created. Your Concur profile is secure to use!

Sign into Concur mobile with SSO

1. Launch the SAP Concur mobile app.
2. Tap SSO Company Code Sign In, enter your code, and tap Sign In With SSO. The Company Sign On screen displays.
3. Sign in (using the same credentials that you use for the web version of Concur).

Claim phone reimbursements in SAP Concur on desktop

Be sure to adhere to our phone reimbursement policy <link>.

1. Open Concur and Start a Report, or open an existing report.
2. (New reports) Fill in the Create New Report form.
3. Click Add Expense.
4. Add your phone expense details—include the Start and the End dates for your service statement, the name your carrier, and the amount you're eligible to expense. (If these details displays in the list of Available Expenses, just select it and click Add to Report.) Your report is created.
5. (If not already uploaded) Click Attach Receipt to upload the receipt and save if needed.
6. (Optional) Add other expenses as needed.
7. Click Submit Report. Your manager is alerted of your reimbursement review request.

Submit expense report

1. Open Concur and click Start a Report.
2. Fill in the Create New Report form.
3. Click Add Expense.
4. (If a list of Available Expenses displays) Select the expenses that you want to include and click Add to Report. Your report is created.
5. (If details are needed, such as attendees, etc.) Click an expense line and fill in the Details form as needed and Save. Repeat for other appropriate expenses.
6. Click Submit Report. Your report has been submitted!

Question an expense charge in SAP Concur

If you have a question about an expense, you can use the Sending Back to Employee feature.

Add your question to the overall expense report, or to a specific line. For the line item, go to the Expense Tab and enter your question into the Comment box (lower-right corner.)

Wait time for reimbursement after expense report is approved

It will take up to <x-number-of-days to xx-number-of-days> business days after your report is fully approved and the expense report status is changed to “extracted for payment.”

Integrate Lyft or Uber with Concur

There are two ways that you can integrate your Lyft or Uber account with your Concur account (via mobile):

• (From the Concur App Center) Login into your Lyft account.
• (From the Lyft app) Tap Settings > Business Profile> Expense Management > Concur. Then log into Concur to connect the accounts.

Process AMEX card payments via Concur

Concur and AMEX’s partnership allows you to auto-upload expense-worthy AMEX purchases to a Concur expense report. To get set up, follow the steps for <Adding credit cards to Concur.>

Adding credit cards to Concur

1. In the Credit Cards section of Concur, click Add a Credit Card.
2. Enter the card information and select the types of expenses you plan to charge to the card to make it the default card for those expenses.
3. Enter your billing address for the card.