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SAP Concur Expense Guide

This step-by-step guide provides instructions for logging into SAP Concur, creating an expense report, adding expenses, submitting the report for approval, and checking the status. It also outlines how to update your user profile to avoid re-entering information by completing personal and payment details. The guide concludes by providing contact information for IT and Finance departments if additional assistance is needed.

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jamiljohn
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343 views18 pages

SAP Concur Expense Guide

This step-by-step guide provides instructions for logging into SAP Concur, creating an expense report, adding expenses, submitting the report for approval, and checking the status. It also outlines how to update your user profile to avoid re-entering information by completing personal and payment details. The guide concludes by providing contact information for IT and Finance departments if additional assistance is needed.

Uploaded by

jamiljohn
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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STEP-BY-STEP GUIDE

SAP CONCUR BUSINESS


EXPENSES

1
Table of Contents
Table of contents…………………………………………………………………………………………………………………..… 2
Log in SAP Concur…………………………………………………………………………………………………………………... 3
Desktop…………………………………………………………………………………………………………............. 3
Mobile………………………………………………………………………………………………………………………. 4
Creating an Expense Report…………………………………………………………………………………………………….. 5
Adding an Expense………………………………………………………………………………………………………………….. 8
Itemizing an Expense………………………………………………………………………………………………………………. 9
Submitting the Expense Report……………………………………………………………………………………………… 11
Status of Expense Report………………………………………………………………………………………………………..14
Updating your Profile……………………………………………………………………………………………………………..15

2
Login instructions for Desktop

1. Use the following link to access the site:


https://stago.okta.com/login/login.htm?fromURI=%2Fhome%2F
concur-solutions%2F0oa40h1mmxm67bbuu2p7%2F200
2. Enter your Stago Email Address as username
3. Enter the same password you are using on Outlook Email

3
Login instructions for the SAP Concur mobile app

Get the app for iPad and iPhone


https://apps.apple.com/us/app/sap-concur/id335023774
Get the app for Android device
https://play.google.com/store/apps/details?id=com.concur.breeze&hl=en_US&gl=US

1. Log in using your Stago Email Address


2. Select Log in using mobile SSO
3. Log in again using your Stago Email address and password.

4
Creating an Expense Report

On your Dashboard, Click on “Start a


Report” at the top of the screen to
create a new Expense Report.

5
• Type your employee number and the inclusive dates of the expense on the
Report Name. Ex. (S-126 - 01/03/2023 – 10/03/2023)
• Report Date is the date your are creating the expense claim.
• Cost Center, Region, and Project are all default.
• Click on “Create Report”
6
7
Adding Expenses
Click “Add Expense” and “Create New Expense” to begin adding
expenses. Scroll down to find the appropriate category. (Ex.
Office Supplies)

8
• Enter the details of the expense
and upload the receipt. Click
“Save Expense”.
• The amount to be entered is the
total amount of the invoice
including the VAT.
• Use Itemization tab to indicate the
breakdown of the invoice and the
related VAT. (Ex. Coffee, Sugar,
water, VAT).
• If there is no receipt, kindly
indicate the reason on the
comment section.

9
100
• Continue to add expenses and attach the related receipt.
• After a final review, click Submit Report to send it to the Department
Reviewers for approval.
• Read the User Electronic Agreement and Click on “Accept & Continue”

11
• Once successfully submitted, your manager will receive an email for the approval.
• If corrections are needed, the department approver will return the request to you
with a note detailing what changes need to be made. Just comply the requirements
and submit again.

12
Once the expense is approved by the
manager, print the approved expense
report, attached the original copies of the
receipts, and send to Finance for payment.

13
You can see the status of all the expense report submitted on your dashboard

144
Updating Your Profile

You use the Profile Options page to customize your user profile. To avoid re-entering
personal and permanent information about yourself (phone number, contacts,
credit card information, etc.), complete your profile after logging onto SAP Concur
for the first time and update it whenever your information changes.

• Your Information – View/update personal information, verify name matches


government issue ID, complete your email address verification, and add credit card
information.
• Travel Settings - Enter travel preferences, add international travel information,
Frequent-Traveler programs and add passport information. You can also add your
travel assistants and arrangers (assist with booking travel).

15
Updating Your Profile

• Request Settings – View your default request fund center information. Add or remove
delegates, and view your permissions if assigned as a delegate for another employee
(from the Delegate For tab). Update request email preferences, and add or remove
attendees.
• Expense Settings - View your default expense fund center information. Add or remove
delegates, and view your permissions if assigned as a delegate for another employee
(from the Delegate For tab). Update expense email preferences, and add or remove
attendees.
• Other Settings – Provides settings such as E-Receipts Activation and Concur Mobile
Registration that you can set up a mobile PIN to sign in.

16
On the Profile Options page,
review your information, and
select the appropriate links to
update your profile information.
You can use the menus on the
top of left to select a setting to
update.

17
Thank you!
Should you need more assistance, please do not hesitate to contact the following:

IT Department
Mohammed Daas
[email protected]

Finance Department

Jamil John Gatan


[email protected]

Gilbert Urolaza
[email protected]

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