Concur travel profile setup

To set up a Travel Assistant or Arranger: Click on the Profile dropdown arrow near the top right-hand corner of Concur. From the window that appears, click Profile Settings . This will take you to your Profile Settings page. From the Travel Settings section of the menu on the left side of the screen, select Assistants/Arrangers.

Concur Benefits Assurance. Concur Tax Assurance. Control company costs. Duty of care. Employee experience. Fraud. Growth. Intelligent Spend Management. Travel and expense.The primary objective of the SAP Concur Community is to serve as a peer-to-peer channel for SAP Concur customers from businesses and industries of all sizes worldwide. Here you can learn, share and network to get the most out of your SAP Concur solutions. End Users can get best practices in Support and FAQs, while Site Administrators will find ...Concur Expense: Approval Routing Setup Guide for Standard Edition . Last Revised: December 10, 2021 . Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium edition Standard edition RequestConcur 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 RequestTo verify the information in your Concur Traveler Profile go to: Click Profile > Profile Settings. Click Personal Information. In order to resolve the issue please verify …Refer to the Navigation and Profile Setup reference documentation for specific details. LOGGING IN 1. Navigate to any web browser. 2. Access Concur by clicking on the following link: Concur SSO. START A NEW REQUEST All UConn business travel (domestic and international) requires submission of a travel request in Concur, prior to booking travel. 1.the 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.

Reimbursement requests and expense reporting for travel and non-travel expenses must be submitted through the Concur system within ten (10) days of the end date of the business- related expense. Expenses submitted more than six months (182 days) after being incurred will not be reimbursed without supplemental approval and should not be ...Concur Expense: Payment Types Setup Guide . Last Revised: April 14, 2022 . Applies to these SAP Concu r solutions: ... by the user into the profile for us e on travel bookings. ... The user completes a trip booked in …The first time you log into Concur, you must update and save your Concur Profile before you first attempt to book a trip in Concur Travel. While updating your profile, please be sure to verify your email address and add your mobile device for safety messaging. Additionally, you will need to activate your E-Receipts. 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 ...Completing Travel Preferences. Complete Travel Preferences to tell Concur how you like to travel, what Frequent-Traveler Programs (i.e., miles, rewards, or points programs) you use, and to give Concur your passport information, if necessary. Select Profile in the upper-right corner. Select Profile Settings under your name.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 …to continue receiving points from the vendor when reserving through Concur Travel. Section 4: End-User Experience – Profile The information that appears in the Concur Travel Profile is based on the For information required by the TSA for travel to/from the USA field setting (described in the configuration information in this guide):

1 Solution. Solution. Munari_alEXPert. Super User. Aug 2, 2021 11:25 PM. dear @jrajski1. it could be for a various things, and from this position I don't have access to your system.. I go as guessing.. for me most probable, if the person has access to the tab "Travel", there is most likely something wrong with the user travel profile set up ...Do you need to book travel for someone else in your organization? Learn how to use Concur Travel to access the travel arranger view, search for and select travelers, create and modify reservations, and manage approvals. This PDF guide provides step-by-step instructions and screenshots to help you master the travel arranger role.You might have noticed over the past two weeks that we're really into the Android automation app Tasker. We walked you through setup, then pushed it further. In the meantime, our readers have submitted their own great use cases for Tasker. ...Concur Expense: Approval Routing Setup Guide for Standard Edition . Last Revised: December 10, 2021 . Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium edition Standard edition Requestassigned 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 andtheir SAP Concur profile. This guide is intended to assist an employee navigate the SAP Concur home page and complete an initial set up their profile. Not all profile settings are detailed in this Guide. Exploring the Home Page . The SAP Concur home page provides quick access to the tools and information that you need. 1. The . Home Button

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Please 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 ...Feature descriptions and how tos for agency setup, company travel setup, company specific configuration, profiles, and PNR finishing. A library of Concur Travel service …The travel assistant/arranger uses the ‘act as other user’ function under the Concur Profile icon in the upper right corner to search for the traveler and Start a Session. Launching the session allows the travel assistant to search for travel options, while the travel arranger can book on behalf of the traveler using credit card information ...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. 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.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.

... profile on LinkedIn. ... travel landscape, country specific requirements, & the Concur ecosystem. Sean has the ability to setup a managed travel ...Concur Expense: Policies Setup Guide . Last Revised: June 9, 2023 . Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium edition Standard edition Request Professional/Premium editionWhether your travel program is managed, unmanaged, or somewhere in between, SAP Concur solutions and our extensive network of travel suppliers can help you create an …We would like to show you a description here but the site won’t allow us.Concur Travel: Travel Profile-Settings; Options. Bookmark; Subscribe; Print rwright1. Occasional Member - Level 1 Mute; Subscribe; Bookmark; Print; Report Inappropriate Content ‎May 19, 2022 06:19 AM ‎May 19, 2022 06:19 AM. Travel Profile-Settings I am trying to set up a travel arranger but based on the directions I don't see …Concur Travel Profile ; Updating Your Profile ; Use the profile options to set or change your personal preferences. To access your profile information: ... A traveler can set up a delegate to enter Travel Requests and Expense reports. Once the Request or Report is built, the Delegate can use the "Notify Employee" button to let the traveler ...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 …Setting Up A Travel Arranger. Concur allows the user to setup a Travel Arranger who will be el reservations on your behalf. 1. Click Profile, and then Profile Settings. 2. From the Travel Settings section, click Assistants/Arrangers 3. Click Add an Assistant. 4. Use the search box to find the assistant, and then use the 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 …Completing Travel Preferences. Complete Travel Preferences to tell Concur how you like to travel, what Frequent-Traveler Programs (i.e., miles, rewards, or points programs) you use, and to give Concur your passport information, if necessary. Select Profile in the upper-right corner. Select Profile Settings under your name.processes. Concur Travel cannot specify profile line numbers for this reason – we can only specify the profile “section.” Amadeus also enforces line limits for each profile section. For this reason, Concur Travel uses line numbers mapped to profile sections to ensure profile data synchronizes properly between Concur Travel and Amadeus.Concur Cloud for Public Sector. Enabling government agencies and commercial entities that support them to deliver cost-effective, secure, scalable, reliable, and sustainable spend management solutions by combining the benefits of cloud technology, cybersecurity, and risk management. This allows them to focus on their mission objectives while ...

Jul 21, 2021 · Concur Expense: Car Configuration Setup Guide . Last Revised: July 21, 2021 . Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium edition Standard edition Request

The SAP Concur mobile app makes expense reporting easier than ever. Simply take a photo of each receipt on your smartphone, and then ExpenseIt within Concur Expense will automatically create, itemize, and categorize expense entries. Make paper receipts a thing of the past. Eliminate manual data entry and reduce errors.... Concur account to manage guest travel and expenses ... To Create a Guest Travel Request. Once the Guest Traveler has been set up with a Payee Account, create a ...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: Before using the Concur travel application for the first time, users must update their Travel profile. Even if changes are not made, the profile must be saved ...Click the Personal Information on the top right of your screen and select Profile Settings. link from the left menu or from the Profile Options. Scroll to the appropriate sections to …Matador is a travel and lifestyle brand redefining travel media with cutting edge adventure stories, photojournalism, and social commentary. Shon Bollock throwing signs. Photo by Justin Patt Name: Shon Bollock Age: 20 Where you grew up / Wh...The new experience integrates with Concur Expense for a seamless end-to-end travel and expense process — from planning and booking to expensing, auditing …They should set up a profile. Contact your travel coordinator to provide Concur Travel access. A profile can be set up with a nonstate email address through the CalTravelStore and your travel coordinator. 10. For travelers who travel only once, is there a different set-up? Can anyone arrange travel for these types of travelers? Travel arrangers ...The only ways to book for someone else is: 1. If your company has turned on the Guest Booking option for you. 2. You call your travel agency and have them do the booking. I would suggest option 2 as it will likely be easier to get in touch with the travel agency rather than track down who your site administrator is. Thank you,

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Concur uses the travel configuration ID to match trips to the correct configuration. This information will also be used to identify COMPLEAT-integrated customers. Without it, Concur Travel/COMPLEAT integration features will not be available for these customers. Login ID GDS Format Add an invoice remark to the user-level profile (Level 3 ...Jul 21, 2021 · Concur Expense: Car Configuration Setup Guide . Last Revised: July 21, 2021 . Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium edition Standard edition Request Assistants and Travel Arrangers section - add the name(s) of any individuals that are authorized to book travel for the traveler. o Verify that the charge card number is loaded in the profile with a current expiration date. o Click the Save button. Click the Change Password link to change the current password and set up a password hint.Learn how to set up a concur travel profile for government travel with this detailed video tutorial.address gives Concur the ability to associate receipt information forwarded from your email address to your Concur account. These receipts will be available in the Receipts Gallery Travel Profile Setup Go to Profile > Profile Settings > Personal Information . Review your information and confirm that your name is correct and that it matchesSetting up Your Profile . Select your profile icon and select Profile Settings: Click Personal Information: Required Information . Four pieces of information are required to use Concur Travel - the remainder is at your discretion to complete. Note that the first time you update your Concur profile, you must ensure all four required pieces of ...Please import new users." On the User Administration page, click Add New User on the main page or Add User in the left menu. The User Detail page appears. Complete the required fields. The user is able to access Travel and book travel. The user is able to access Request and submit requests. The user is able to access Request and approve ...Concur Benefits Assurance. Concur Tax Assurance. Control company costs. Duty of care. Employee experience. Fraud. Growth. Intelligent Spend Management. Travel and expense.Whether your travel program is managed, unmanaged, or somewhere in between, SAP Concur solutions and our extensive network of travel suppliers can help you create an …Provide direct access to create or approve an expense report, authorize a travel request, apply available electronic expenses to an expense report, or access ... ….

Click 'Profile Settings'. 3. Click 'Personal Information'. 4. Verify that your name matches the name listed on your photo identification. If it is.Profile. The'title' field (Dr. Mr. Ms. etc.) is currently set up as 'required'. We are seeing the title show up as a middle name in some reservations. This problem was reported and SAP Concur said the issue stems from our travel agency and the agency says it is a Concur controlled field. The only thing I do know is that it's not the user's fault.IQVIA Connect is the online platform for IQVIA employees and partners to access and manage their profiles, preferences, and subscriptions. IQVIA Connect allows you to stay connected with the Human Data Science Company and its innovative solutions for healthcare. To log in, enter your username and password or register if you are a new user.processes. Concur Travel cannot specify profile line numbers for this reason – we can only specify the profile “section.” Amadeus also enforces line limits for each profile section. For this reason, Concur Travel uses line numbers mapped to profile sections to ensure profile data synchronizes properly between Concur Travel and Amadeus.Navigate to Profile > Profile Settings. Figure 1: Profile Settings. Page 2. © Concur 2016, V1.0 092016. 2. 2. Click travel Profile Options. Figure 2: Profile ...When logged into your SAP Concur account, navigate to Profile > Profile Settings > Personal Information. This will take you to your Travel profile. On this screen, scroll down to the Frequent Travel Programs section. From here, do the following: Click the Add a Program link. Select the type of vendor (Air/Train, Car Rental or Hotel) by using ...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 configuration across multiple company travel configurations . Only Concur Travel should create the agency configuration, but theGuides. Approval Process Options. Creating a Concur Profile Upon Receiving a Welcome Email. Creating a Concur Profile via a Self- Registration Link. How to Book a Trip in Concur (Air, Car and Hotel) How to Add a Car or Hotel to an Existing Reservation. How to Finalize a Reservation to Avoid Cancellation. How to Cancel Your Entire Trip in Concur ...Travel preference sections will allow the traveler to filter their searches by desired amenities as well as transmit any travel needs/requests to the vendor. Entering your preferred departure airport into your profile ensures it will automatically populate when searching for tickets. You will also be able to alter this in the search screen without 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 travel profile setup, Concur Travel: Re: Travel Profile-Settings; Options. Bookmark; Subscribe; Print rwright1. Occasional Member - Level 1 Mute; Subscribe; Bookmark; Print; Report Inappropriate Content ‎May 19, 2022 06:19 AM ‎May 19, 2022 06:19 AM. Travel Profile-Settings I am trying to set up a travel arranger but based on the directions I don't see …, 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 and, You can send an email to reset it but, these aren't real emails. Please help! We have training scheduled this week! @Janessa25 currently, an email is not required on a profile to set up 2FA. Site admins can reset the 2FA for a profile. So, you could simply reset all those profiles' 2FA after each training session., 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..., Concur Travel and Expense (T&E) system is a comprehensive web-based tool that integrates travel request and expense reporting with a complete travel booking solution. ... book travel on behalf of the other user if the traveler assigns them as their Travel Assistant and Arranger under their profile settings., 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., Completion of the rest of your Concur Profile is optional, but is recommended to streamline the travel booking process. Use the Travel Preferences section to identify your air, hotel, and car rental preferences. You can also enter your travel-related loyalty programs and favorite hotels. (You must first book a hotel through Concur before you ... , To access your profile information: Click Profile > Profile Settings. The Profile Options page appears. You will see five categories of settings: Your Information, Travel, Request, Expense, and Other Settings. If selected, the delegate can create expense reports and requests on your behalf. If selected, the delegate can view receipt images on ..., 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 Account) on the Concur Travel client site. This is an alternative to having an admin create a login on the site directly or using the Concur Travel Data Import tool to, Yesterday Skift highlighted a new report by Concur, the annual “Expense IQ Report” on trends data around business travel habits, based on the $50 billion expense transactions per year that it processes. Yesterday Skift highlighted a new rep..., 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 Account) on the Concur Travel client site. This is an alternative to having an admin create a login on the site directly or using the Concur Travel Data Import tool to, Concur Travel Profile ; Updating Your Profile ; Use the profile options to set or change your personal preferences. To access your profile information: ... A traveler can set up a delegate to enter Travel Requests and Expense reports. Once the Request or Report is built, the Delegate can use the "Notify Employee" button to let the traveler ..., The SAP Concur mobile app makes expense reporting easier than ever. Simply take a photo of each receipt on your smartphone, and then ExpenseIt within Concur Expense will automatically create, itemize, and categorize expense entries. Make paper receipts a thing of the past. Eliminate manual data entry and reduce errors., The first time you log into Concur, you must update and save your Concur Profile before you first attempt to book a trip in Concur Travel. While updating your profile, please be sure to verify your email address and add your mobile device for safety messaging. Additionally, you will need to activate your E-Receipts. , Populate with data in the user's language preference set in their Concur Travel profile (System Settings) ♦ Have the visibility set to Calendar Default • train Air and appointments: ♦ Are set to Busy for the length of the flight ♦ Automatically have a three-hour popup reminder and email notification • Car appointments: ♦ Are set to Free, Click Profile > Profile Settings > Travel Preferences (in the Travel Settings section of the left-side menu). Note You can also access the Personal Information section of the page …, Apr 1, 2016 ... Concur Travel. To Setup Your Profile you will need your. Employee ID #, credit card, fax #, frequent traveler program information (for., Provide direct access to create or approve an expense report, authorize a travel request, apply available electronic expenses to an expense report, or access ..., Oct 2, 2023 · From the Concur home page, select the Profile icon on the top right corner of the screen. Select Profile Settings. You will see five categories of settings on the left menu: Your Information, Travel Settings, Request Settings, Expense Settings, and Other Settings. Select Request Approvers on the left menu of the profile page under Request Settings. , 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 Delegates, Updating User Profile Settings: Note: Completing the profile fields will allow Concur to auto populate information when booking travel. This allows for less ..., The primary objective of the SAP Concur Community is to serve as a peer-to-peer channel for SAP Concur customers from businesses and industries of all sizes worldwide. Here you can learn, share and network to get the most out of your SAP Concur solutions. End Users can get best practices in Support and FAQs, while Site Administrators will find ..., Setting up Your Concur Profile for Travel and Expense Users. Update your personal information, departmental information, default ChartFields, and email addresses. In addition, setup travel preferences for air, hotel, or car rental, TSA information, and credit cards. You can name Delegates to prepare Requests and Expense Reports or book travel ..., 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 company, 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 …, Feb 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 ..., Guides. Approval Process Options. Creating a Concur Profile Upon Receiving a Welcome Email. Creating a Concur Profile via a Self- Registration Link. How to Book a Trip in Concur (Air, Car and Hotel) How to Add a Car or Hotel to an Existing Reservation. How to Finalize a Reservation to Avoid Cancellation. How to Cancel Your Entire Trip in Concur ..., 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 information necessary to both write data stored in Concur Travel to the GDS as well as read a GDS profile and map back to the Concur Travel profile fields. , you verified your email as instructed, Concur will automatically add any attached receipts to your account. ALL out of pocket expenses will be reimbursed through Concur, not through KFS, whether they are related to travel or not. Out of pocket expenses include books, memberships, subscriptions, and meals pertaining to university functions, USER PROFILE SETUP Revised 7/8/2022 2 To update your personal information, click Profile in the top right of the page then select Profile Settings. Prior to using the Concur Travel application to book your travel, you must review and update your travel profile in order to prevent errors when booking. , From the Concur home page, select the Profile icon on the top right corner of the screen. Select Profile Settings. You will see five categories of settings on the left menu: Your Information, Travel Settings, Request Settings, Expense Settings, and Other Settings. Select Request Approvers on the left menu of the profile page under Request Settings., Profile form in Expense and/or the Travel Preferences fields from Travel. The fields displayed will vary depending on the user role selected for the new user. NOTE: The User administrator can be restricted from editing their own user profile. To enable this setting, contact SAP Concur support to have the appropriate module property updated. , Once Concur Travel has been fully configured and "turned on", you should be able to save information on your profile. Thank you, Kevin Dorsey ... When I go to Profile > Profile settings > Personal information, I can see that an empty field for a phone number is marked in red as [required**]. I filled in the missing info and when I click the ...