Navigating the SAP Concur User Interface
Subject: SAP-Concur
Category: SAP Field
SAP Concur is a leading cloud-based solution that simplifies travel, expense, and invoice management for businesses of all sizes. A key factor in its widespread adoption is its intuitive user interface (UI), designed to streamline user tasks and enhance productivity. Understanding how to navigate the SAP Concur UI effectively is essential for employees, managers, and finance teams to maximize the benefits of this platform.
The SAP Concur UI is designed with a user-centric approach, balancing functionality with simplicity. The interface is web-based and also accessible through mobile apps, allowing users to manage expenses and travel anytime, anywhere.
Key features of the UI include:
- Dashboard/Home Screen
- Expense Reports
- Travel Booking
- Invoice Management
- Settings and Profile Management
Upon logging into SAP Concur, users are greeted by the dashboard, which provides a snapshot of their pending actions and important notifications. The dashboard typically includes:
- Pending expense reports awaiting submission or approval.
- Upcoming travel itineraries.
- Alerts for policy violations or missing receipts.
- Quick links to create new expense reports or travel requests.
The dashboard is customizable, allowing users to prioritize the information most relevant to their role.
The Expense module is one of the most widely used components. Key navigation elements include:
- Create New Expense Report: Users can start a new report by clicking a prominently displayed button.
- Expense Entry: Expenses can be added manually or imported automatically from credit card transactions.
- Receipt Upload: The interface supports drag-and-drop receipt uploads and mobile photo capture.
- Policy Compliance Indicators: Visual cues alert users when expenses may violate company policies.
- Submission and Approval Workflow: Users can submit reports for approval and track their status directly within the UI.
The Travel module integrates booking flights, hotels, and car rentals with company travel policies:
- Search and Filter Options: Users can easily search for travel options filtered by price, duration, or preferred vendors.
- Itinerary Management: The interface consolidates all travel details into a single itinerary view.
- Travel Request and Approval: Users can submit travel requests that flow through the organization’s approval hierarchy.
- Mobile Accessibility: Changes and notifications can be managed on the go via the SAP Concur mobile app.
For organizations using Concur Invoice, the UI offers:
- Invoice Capture and Submission: Upload and capture invoice data quickly.
- Approval Workflow: Track invoice approvals and payment status.
- Supplier Management: View and manage supplier profiles and payment terms.
¶ 5. Settings and Profile Management
Users can access personal settings through a dedicated menu, including:
- Profile details and preferences.
- Notification settings.
- Payment methods and corporate card linkage.
- Security settings such as password and two-factor authentication.
Administrators have access to more comprehensive settings to configure company policies, approval workflows, and integrations.
- Use the Global Search Bar: Quickly find reports, invoices, or travel bookings by keyword.
- Leverage Keyboard Shortcuts: Some repetitive tasks can be accelerated using shortcuts.
- Customize Your Dashboard: Tailor the home screen widgets to highlight the most critical tasks.
- Utilize Help and Support: Embedded help guides and chat support are available within the UI.
Mastering the SAP Concur user interface empowers users to manage expenses and travel with greater efficiency and compliance. Its clean layout, combined with powerful features and mobile accessibility, makes it a valuable tool for modern organizations. By investing time in understanding the navigation and capabilities of SAP Concur, users can reduce administrative burdens and focus more on strategic activities.