How Concur Expense Works

What is Concur Expense and how does it help manage spend?

Concur Expense helps organisations manage spend end-to-end by connecting expense, travel, and vendor invoice spend in one system. This provides a single way to improve visibility into transactions, support compliance, and simplify processes for employees and finance teams.

SAP Concur solutions connect all your expense, travel, and vendor invoice spend in one system, providing a single way to manage spend from end-to-end.

This connected approach is designed to help organisations:

• Gain greater visibility into transactions
• Improve compliance
• Simplify the process for everyone

Learn more about Concur Expense.

How do ExpenseIt Pro and partner apps simplify expense reporting?

ExpenseIt (within the SAP Concur mobile app) helps travellers capture and upload receipts, and Concur Expense uses the receipt details to create accurate expense entries. Employees can also connect partner apps so expenses and e-receipts are created automatically in Concur Expense.

ExpenseIt (within the SAP Concur mobile app) helps travellers capture and upload receipts, and Concur Expense uses the receipt details to create accurate expense entries. Employees can also connect partner apps so expenses and e-receipts are created automatically in Concur Expense.

ExpenseIt (mobile receipt capture)

When business travellers are on the road, SAP Concur solutions make expense reporting easier with ExpenseIt, part of the SAP Concur mobile app.

Travellers can use their smartphone camera to capture and upload an image of a receipt.

Concur Expense ensures key details are accurately captured and matched to the expense entry, including:

• Amount
• Date of the transaction
• Vendor
• Expense type
• Location

Partner apps (ecosystem connections)

Employees can extend the value of their SAP Concur solution by connecting to the ecosystem of partner apps.

Accurate expenses from partners are automatically created in Concur Expense, complete with e-receipts.

How does Concur Expense work day to day for employees and finance teams?

Concur Expense captures spend at the source and provides transaction-level visibility, while smart matching and audit rules help streamline reporting and highlight exceptions. Employees can create, complete, submit, and track reports—on desktop or in the SAP Concur mobile app.

When you need to capture spend at the source and gain visibility down to each detailed transaction, Concur Expense is designed to help.

By integrating travel and expense in a single solution, Concur Travel & Expense, employees can go from trip to expense report with one click.

Smart matching and built-in audit rules

Smart matching technology helps assemble the report by combining:

• Credit card transactions
• Booked travel
• E-receipts

Built-in audit rules can instantly highlight exceptions and give finance leaders a unified view of travel and expense spend.

Hotel e-receipts, itemisation, and completeness checks

With hotel e-receipts, employees don’t have to stop at the front desk for a copy, and expenses are automatically itemised.

The system also notifies employees of incomplete entries to support thorough, accurate, and complete expense reporting.

Manual expenses, mileage, and report tracking

The interface makes it simple to manually add expenses.

Concur Expense also provides a mileage calculator for estimating mileage reimbursement.

Once an expense report is submitted, employees can visually track the status as it moves through the approval workflow.

Mobile app for submitting and approving on the go

Employees can use the SAP Concur mobile app to:

• View expenses
• Add them to a report
• Submit reports wherever they are

Managers can use the app to expedite expense review and approval on the go.

What reporting and analytics are available in SAP Concur?

SAP Concur dashboards and Analytics help organisations track spend and travel KPIs with a unified view of Concur data. Data can be viewed in near real time to support actionable insights and proactive spend management.

Track the metrics that matter with easy-to-use dashboards that show what’s being spent and where, and offer a holistic way to track travel KPIs.

With a unified view of your SAP Concur data, key stakeholders can get the information they need to understand and impact the bottom line.

With Analytics, you and your stakeholders can see data in near real time to drive actionable insights and manage spend proactively with alerts and reports delivered directly to inboxes.

How do SAP Concur financial connectors integrate with ERP and other systems?

SAP Concur financial connectors integrate with ERP, CRM, HR, and accounting systems to provide a unified view of data and a complete financial picture. Integrations can be SAP Concur-built (e.g., ADP, NetSuite, QuickBooks, Salesforce), partner-based, or a direct native integration with SAP solutions.

As an added benefit, SAP Concur financial connectors work with your ERP, CRM, human resources, and accounting systems to give you a unified view of all your data.

Whether using an SAP Concur-built integration like ADP, NetSuite, QuickBooks, or Salesforce, or leveraging partners to connect to other systems, SAP Concur solutions help provide a timely, accurate, and complete financial picture.

SAP Concur also offers a direct native integration with SAP solutions.

Harness the power of travel and expense products in a single solution to help employees be more productive, with transparency and visibility into employee spend, the ability to enforce policy, and agility to make intelligent spend management decisions.

FAQs

1) How do travellers capture receipts with SAP Concur?

Travellers can use ExpenseIt, part of the SAP Concur mobile app, to photograph receipts and capture and upload them from a smartphone camera. 

2) What receipt details does Concur Expense capture and match to an expense entry?

Concur Expense captures and matches details including the amount, date of the transaction, vendor, expense type, and location.

3) Can Concur Expense automatically create expenses from partner apps?

Yes. By connecting to the partner apps ecosystem, accurate expenses from partners are automatically created in Concur Expense, complete with e-receipts.

4) Does Concur Expense support mileage reimbursement?

Yes. Concur Expense provides a mileage calculator for estimating mileage reimbursement.

5) What systems can SAP Concur financial connectors integrate with?

The page states SAP Concur financial connectors work with ERP, CRM, human resources, and accounting systems, including SAP Concur-built integrations like ADP, NetSuite, QuickBooks, and Salesforce, plus partner integrations and a direct native integration with SAP solutions.