Sap Concur Profile Updating Manual PDF

SAP CONCUR
Manual on Profile Updation

SAP Concur – Manual on Profile Updation
TABLE OF CONTENTS:
Updating Your Profile…………………………………………………………… 3
Your Information………………………………………………………………… 3
i) Personal Information………………………………………………….. 4
ii) Company Information………………………………………………… 4
iii) Contact Information…………………………………………………... 4
iv) Email Address…………………………………………………………. 4
Request Settings………………………………………………………………...... 6
i) Request Information………………………………………………….. 6
ii) Request Delegates……………………………………………………. 6
iii) Request Preference…………………………………………………… 7
iv) Request Approvers…………………………………………………… 8
v) Favourite Attendees…………………………………………………… 8
Expense Settings…………………………………………………………………. 9
i) Company Car…………………………………………………………. 9
Other Settings…………………………………………………………………... 10
i) E-Receipt Activation…………………………………………………… 10
ii) Change Password………………………………………………………. 11
2
Updating Your Profile:
I. Your Information
Use the profile options to set or change your personal preferences. To access your profile
information:
1. Click Profile > Profile Settings. The Profile Options page appears.
2. You will see four categories of settings: Your Information, Request Setting, Expense Setting, and
Other Settings. Begin setting up your profile with Your Information.
3
i) Personal Information:
Name – Required
• First and Last name will be populated from your Company Master Data
• Add Middle Name if applicable
ii) Company Information – Show your Employee ID which is automatically populates
iii) Contact Information-

• Enter work address
• Enter home address
• Enter a work and home phone number, or work and cell; these can be cell or land lines.
• We highly recommend you enter your mobile phone number.
iv) Email Addresses – Required
4
Verify your email address- Important!
• Your account will automatically be uploaded into the SAP Concur system, but you must
verify your email address within Concur by clicking the Verify link. By verifying your email
address, Concur can associate your email address with your Concur account.
• Once you verify your email address, you will be able to forward any electronic receipts
electronically. They will then be displayed in the Available Receipts in the Expense portion
of the application.
• Additional work and personal email addresses can be added by clicking Add an Email
Address.
To verify the email address:
1. Click Profile > Profile Settings > Personal Information.

2. Scroll down to Email Addresses.
3. Click the Verify link
4. Copy the code from the email message into the Enter Code box next to the email
address.
5. Click OK.
5
II. Request Settings:

• Information, Delegates, Preferences, and Approvers are shared between Request and
Expense Settings.
• Start with Request Settings to set up information, and it will carry through to Expense
Settings.
• Also, if you make changes to one section, the other section will automatically be updated.
i) Request Information:
A default departmental chart field will automatically populate with other HR information.
ii) Request Delegates:

Delegates are employees who are allowed to perform work on behalf of other employees.
Delegates can prepare and submit travel requests, prepare but not submit, an expense Claim
on behalf of the traveller.
To add a delegate:
1. Click Profile > Profile Settings, on the left hand side of the page under the Request
Settings header click Request Delegates.
6
2. On the Request Delegates page, click Add. The search area appears.
3. Type of the employee's name to search for the person you wish to add as a Delegate, and
click Add.
4. Check the boxes that correspond with the permissions you are granting to the delegate.
5. Click Save.
6. To delete a delegate click the checkbox to select the person, click Delete, and confirm
deletion.
iii) Request Preferences - Optional

On the Request Preferences screen, you can select the options that define when you receive
the following:
• Email notifications
• Prompts
7
iv) Request Approvers:

A default approver will automatically display.
v) Favourite Attendees - Optional

The attendee functionality in Concur can be used to enter attendees present at a business
entertainment event or function.
To add an attendee:
1. Click Profile > Profile Settings > Favorite Attendees
2. On the Attendees tab, click New Attendee. The Add Attendee window appears.
3. Select the appropriate type from the Attendee Type list. The page refreshes with the fields
appropriate for the selected attendee type.
4. Complete the remaining required fields.
5. Click either:
• Save to save the current attendee.
• Save & Add Another to save the current attendee and add another.
8
To delete an attendee:
1. Click Profile > Profile Settings > Favorite Attendees (in the Expense Settings section of
the left-side menu).
2. On the Attendees tab, select the check box to the left of the attendee you want to
delete/hide.
3. Click Delete, then confirm by selecting Yes.
III. Expense Settings:

• Information, Delegates, Preferences, Approvers, and Favourite Attendees are shared
between Request and Expense Settings.
• Information that was entered (or edited) in Request Settings will carry through to the
Expense Settings.
i) Company Car :
Use the Company Car Registration screen to enter information about your personal car.
Registering a car is required in order to be reimbursed for Own Vehicle
Reimbursements.
To register a car:
1. Click Profile > Profile Settings > Company Car. On the Company Car Registration
page, click New.
9
3. Enter the Vehicle ID and Vehicle Type.

4. Click OK.
To delete a car:
1. On the Personal Car Registration page, select the check box to the left of the car that you
want to delete.
2. Click Delete.
IV. Other Settings:
i) Enabling E-Receipts
E-receipts are an electronic version of receipt data that can be sent directly to Concur to
replace imaged paper receipts. The availability and content of e-receipts vary depending on
the vendor.
Hotel e-receipts can be used to automatically itemize hotel expenses.
To sign up for e-receipts:
1. Either:
A message will appear on the home screen in the Alerts section, prompting you to sign up.
On the home page, click Sign up here, and the E-Receipt Activation page will appear.
10
OR
Click Profile > Profile Settings > E-Receipts Activation
2. Click E-Receipt Activation. The E-Receipt Activation and Use Agreement appears.
3. Click I Accept. The e-receipts confirmation appears.
ii. Change Password:
1. Click Profile > Profile Settings > Change Password

2. Enter the Old and New Password
3. Click on Save
11
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SAP CONCUR

Manual on Profile Updation

Updating Your Profile…………………………………………………………… 3

Updating Your Profile:

ii) Company Information – Show your Employee ID which is automatically populates

iii) Contact Information-

iv) Email Addresses – Required

Verify your email address- Important!

To verify the email address:

1. Click Profile > Profile Settings > Personal Information.

II. Request Settings:

ii) Request Delegates:

iii) Request Preferences - Optional

iv) Request Approvers:

v) Favourite Attendees - Optional

3. Click Delete, then confirm by selecting Yes.

III. Expense Settings:

3. Enter the Vehicle ID and Vehicle Type.

IV. Other Settings:

Click Profile > Profile Settings > E-Receipts Activation

ii. Change Password:

1. Click Profile > Profile Settings > Change Password

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