Getting Started with Mobile Access in SAP Concur
Subject: SAP-Concur
Category: SAP Field
In today’s fast-paced business environment, mobility is no longer a luxury but a necessity. SAP Concur, a leading solution for travel, expense, and invoice management, offers powerful mobile access that allows users to manage their tasks anytime and anywhere. Whether it’s capturing receipts on the go, submitting expense reports, or booking travel, the SAP Concur mobile app streamlines processes for employees and managers alike. This article provides a comprehensive guide to getting started with mobile access in SAP Concur.
Mobile access brings flexibility and convenience by enabling users to perform essential functions directly from their smartphones or tablets. Key benefits include:
- Instant receipt capture and expense creation.
- Faster expense report submission and approvals.
- Real-time travel itinerary management.
- Reduced administrative overhead with timely data entry.
With SAP Concur’s mobile app, users can stay productive and compliant without being tethered to a desktop.
¶ Step 1: Download and Install the SAP Concur Mobile App
The SAP Concur mobile app is available for both iOS and Android devices:
- iOS: Download from the Apple App Store.
- Android: Download from Google Play Store.
Search for “SAP Concur” and select the official app developed by SAP SE. Install the app on your device.
After installation:
- Open the app.
- Enter your company’s SAP Concur URL or select your company from the list.
- Use your corporate credentials (username and password) to log in.
- If your organization uses Single Sign-On (SSO), follow the appropriate authentication prompts.
- Complete any multi-factor authentication steps if enabled.
The mobile app interface is user-friendly and designed for quick navigation. Key sections include:
- Home Screen: Overview of pending tasks, recent activities, and notifications.
- Expenses: Capture new expenses, upload receipts, and create or edit expense reports.
- Travel: Book flights, hotels, and car rentals, and view itineraries.
- Approvals: Review and approve expense reports or travel requests.
- Profile: Manage personal settings and preferences.
¶ Step 4: Capture and Submit Expenses on the Go
One of the app’s standout features is the ability to capture receipts instantly:
- Use your device’s camera to take a photo of a receipt.
- The app extracts relevant data (merchant, date, amount) using OCR (Optical Character Recognition).
- Link the receipt to an existing expense report or create a new one.
- Submit expense reports directly from your mobile device for faster processing.
¶ Step 5: Book and Manage Travel Plans
SAP Concur mobile makes booking and managing business travel seamless:
- Search for flights, hotels, or car rentals aligned with company policies.
- Review travel itineraries with real-time updates.
- Receive push notifications for flight delays, cancellations, or changes.
- Modify bookings or cancel reservations as needed.
¶ Step 6: Approve Expenses and Travel Requests
Managers can efficiently approve or reject requests while away from their desks:
- Review details of submitted expense reports or travel requests.
- Add comments or request clarifications.
- Approve or reject with a simple tap, keeping workflows moving without delay.
- Expense Delegation: Delegate expense entry or approvals to trusted colleagues.
- Offline Mode: Capture receipts and create reports even without internet; sync later.
- Notifications: Customize alerts to stay informed of approvals, reminders, or policy violations.
- Keep Your App Updated: Regular updates bring security patches and new features.
- Secure Your Device: Use strong device passwords and enable biometric authentication if available.
- Use Wi-Fi When Possible: To reduce mobile data charges, especially when uploading receipts or booking travel.
- Review Company Policies: Ensure you understand travel and expense policies as reflected in the app.
Getting started with mobile access in SAP Concur unlocks the full potential of streamlined travel and expense management. By leveraging the app’s intuitive features, users gain the freedom to manage their business tasks anytime, anywhere—reducing delays, increasing accuracy, and improving compliance. Whether you’re an employee submitting expenses or a manager approving requests, the SAP Concur mobile app enhances productivity and helps your organization maintain financial control on the go.