Concur Login @ concur.com

Concur Login: Concur is a comprehensive tool designed for managing travel and expenses in a seamless and efficient way, especially for businesses of all sizes.

With Concur, employees can manage their travel bookings, keep track of expenses, and automate expense reporting, making it easier to handle administrative tasks that are often time-consuming.

Whether you’re a freelancer tracking business expenses or part of a large corporation, Concur offers a centralized platform to make expense management straightforward and transparent.

Understanding Concur Account Types

Concur offers different account types to cater to the varying needs of its users. The primary accounts are:

• Standard: Designed for individual users or small businesses.
• Professional: Customized for larger companies with tailored services.

Selecting the right account is key; larger organizations often benefit from the features in the Professional account, while freelancers or small businesses may find the Standard version meets their needs.

How to Sign Up for a Concur Account on the Web

Creating a Concur account on the website is a straightforward process. Here’s a step-by-step guide:

1. Visit Concur’s Website: Go to www.concur.com and click on “Sign Up” or “Get Started.”
2. Choose Your Account Type: Select between the Standard or Professional version based on your business needs.
3. Fill in Required Information: Enter your business email address, company name, and other required details.
4. Agree to Terms and Conditions: Review and accept the terms and privacy policy.
5. Submit the Form: Click on the “Create Account” button, and follow any additional steps provided via email to confirm your registration.

Downloading and Installing the Concur App

The Concur mobile app offers the flexibility to manage expenses on the go, making it a popular choice for users who travel frequently. Here’s how to get started with the app:

1. Find the App: Go to the App Store (iOS) or Google Play Store (Android) and search for “SAP Concur.”
2. Download and Install: Click “Install” or “Download,” and wait for the app to be installed on your device.
3. Open the App: Launch the app, and log in or create a new account if you don’t already have one.

How to Sign Up for a Concur Account on the App

If you prefer to create your Concur account directly through the app, here’s how:

1. Launch the Concur App: Open the app after installing it on your mobile device.
2. Tap “Sign Up”: Locate and select the “Sign Up” option on the main screen.
3. Enter Your Details: Provide your name, email, company name, and password.
4. Complete Verification: Follow any additional verification steps, which may include email confirmation.
5. Start Using Concur: Once registered, you’re ready to begin exploring Concur’s features.

Logging into Your Concur Account on the Web

If you’ve already created your Concur account on the web, logging in is quick:

1. Visit Concur.com: Open a web browser and go to www.concur.com.
2. Click “Log In”: At the top-right corner, select “Log In.”
3. Enter Credentials: Type in your registered email and password.
4. Access Your Dashboard: Once logged in, your dashboard appears, displaying key options and tools.

Logging into Your Concur Account on the App

To access your Concur account on the mobile app:

1. Open the App: Launch the SAP Concur app.
2. Select “Log In”: Find the login option on the app’s home screen.
3. Input Credentials: Enter your email and password.
4. Access Your Account: After logging in, you’ll be directed to the app’s main dashboard, where you can start managing your expenses.

Navigating Your Concur Dashboard

Once logged in, your Concur dashboard serves as the control center for all your expense and travel needs. Here, you can:

• View Expense Reports: Access and manage current and past expense reports.
• Book Trips: Arrange flights, hotels, and rental cars.
• Upload Receipts: Easily upload digital copies of your receipts directly to expense reports.

How to Add Payment Methods to Your Concur Account

Adding a payment method allows for smooth reimbursement and booking transactions:

1. Go to Profile Settings: Access this in your dashboard.
2. Add Payment Option: Enter bank or credit card details.
3. Save and Verify: Confirm information to secure your account.

Setting Up Expense Preferences

Personalizing your expense preferences allows you to streamline your workflow:

1. Access Expense Settings: Go to your profile and select “Expense Preferences.”
2. Customize Reports: Choose to auto-categorize expenses or set default settings for reports.
3. Save Changes: Make sure to save your preferences to optimize future expense tracking.

Using Concur for Booking Business Trips

One of the standout features of Concur is its robust travel management system, which allows users to book and manage business trips seamlessly. Here’s a step-by-step guide to booking a business trip with Concur:

1. Navigate to the Travel Section: In your dashboard, locate the “Travel” tab. This will open up the booking options, including flights, hotels, and rental cars.
2. Enter Trip Details: Begin by filling in your travel details, such as your departure and arrival cities, dates, and times. Concur also allows users to filter results by preferred airlines, hotel chains, or car rental companies.
3. Select Your Travel Options: Concur provides a range of travel options that fit within your company’s travel policy if you’re using a corporate account. Choose the flight, hotel, or car rental option that best meets your needs.
4. Review and Confirm: Before finalizing, review all trip details carefully. Once confirmed, Concur automatically generates a detailed itinerary, which can be accessed in your account or via email.
5. Manage Your Trip: Concur allows you to make adjustments to your travel plans as needed, including rescheduling or canceling bookings according to company policies.

Expense Reporting Made Easy

Concur’s expense reporting system is designed to streamline the reimbursement process, from tracking expenses to submitting them for approval. Here’s how to use it effectively:

1. Create a New Expense Report: Go to the “Expenses” section on the dashboard, and select “Create New Report.”
2. Add Expenses: Add individual expenses by entering the amount, type, date, and any additional details. Concur lets you upload receipts directly or even take a photo if using the mobile app.
3. Categorize Your Expenses: Use Concur’s categories to organize expenses, such as travel, meals, or lodging. This helps your report stay organized and adheres to company expense policies.
4. Submit for Approval: Once complete, submit the expense report. Concur routes the report through the company’s approval workflow, so it reaches the appropriate manager for review.
5. Track Reimbursement: Concur provides status updates on your reimbursement. You can monitor the approval process and reimbursement completion directly in the dashboard.

Integrating Concur with Other Applications

For a seamless workflow, Concur integrates with several popular software systems, enhancing productivity by automating processes between platforms. Here’s how to connect Concur with other applications:

1. Find Compatible Software: Check for software integrations like QuickBooks, Salesforce, or HR management systems in your Concur account settings.
2. Enable the Integration: Many integrations are available through Concur’s platform, making setup simple. Follow the prompts to authorize Concur’s access to third-party software.
3. Customize Data Sync Options: Choose how data is shared across platforms to avoid duplication or errors. For example, expense data from Concur can sync with accounting software for real-time expense tracking.
4. Monitor Integration: After setup, review how data flows between systems and adjust as needed. Integrated applications save time and help companies get a comprehensive overview of travel and expense data.

Managing Notifications and Alerts in Concur

Concur provides notification settings to keep you informed about bookings, expense report approvals, and more. Here’s how to manage these notifications:

Review Periodically: As your needs change, periodically update your notification settings to ensure you’re only receiving relevant alerts.

Access Notification Settings: Go to your profile or account settings and locate “Notifications.”

Choose Notification Types: Concur offers various notifications for travel confirmations, flight delays, and expense report updates. Select the types you want to receive.

Set Alert Preferences: Specify whether you’d like alerts by email, SMS, or in-app notifications. Mobile notifications can be particularly useful for real-time updates.

FAQs about Concur Login

1. How do I log in to my Concur account?

To log in to your Concur account, go to the official Concur website or use the Concur app. Enter your registered email and password, then click “Sign In.” For additional security, some companies may require two-factor authentication during login.

2. What should I do if I forgot my Concur password?

If you’ve forgotten your password, click “Forgot Password” on the login page. You’ll receive an email with instructions on how to reset it. Follow the steps provided, and make sure to create a secure new password.

3. Can I access Concur on my mobile device?

Yes, you can access Concur on both iOS and Android devices by downloading the Concur app. Simply log in with your existing credentials to manage expenses, submit reports, and approve expenses on the go.

4. Why am I experiencing login issues with Concur?

Login issues may arise due to incorrect credentials, an outdated app version, or connectivity issues. Verify your email and password, ensure your app is updated, and check your internet connection. If problems persist, contact your company’s IT support.

5. How can I change my Concur login details?

To update your login details, sign in to your Concur account, go to the “Profile” section, and select “Login Information.” Here, you can change your email or password following the on-screen instructions.

Conclusion

Setting up and accessing your Concur account on both web and app platforms is a straightforward process that simplifies expense management.

By following the outlined steps, you can easily configure your account and navigate Concur’s user-friendly interface to handle expense reporting, approvals, and travel bookings efficiently.

Embrace Concur’s robust features to streamline your expense management, reduce paperwork, and gain valuable insights into spending.

References

For those looking to delve deeper into the specifics of accessing and managing Concur accounts, here are some reliable resources that offer further guidance and validation of the information provided. These sources ensure accuracy and provide step-by-step details on the Concur login process:

1. Concur Support – Access official help articles and FAQs directly from Concur’s support page for troubleshooting and feature overviews.
2. SAP Concur Community – Join the community forum for discussions, tips, and peer insights on maximizing Concur’s features.
3. SAP Concur YouTube Channel – Watch tutorials covering various aspects of using Concur on web and app platforms.
4. Official SAP Concur Blog – Stay updated with best practices, news, and enhancements related to Concur expense management.

These resources are invaluable for a comprehensive understanding and effective use of Concur’s features, helping users to navigate their accounts with ease.