Concur travel profile setup
Provided you have set up your Concur profile, you can flag your travel as business travel when booking the trip. The information will interface directly to Concur if it is one of the preferred vendors. ... Access is granted in Profile Settings, under the Expense Delegates Tab, by checking the box “Receives Approval Emails” for the Approver ...Concur Travel Card it will be opted in. To opt-out a credit card: 1. Click Profile > Profile Settings > Personal Information (in the Your Information section of the left-side menu). 2. In the Credit Cards section, click the edit icon. 3. Clear the Receive e-receipts for this card check box.Setup guides, user guides, import/extract specifications, and all other relevant product documentation for Professional Edition ... Icons for Concur Travel, Concur Expense, Concur Invoice, and Concur Request, for all editions. Reference. Release Calendar (English Only) Release note publication and monthly release dates. Supported ...
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April 5, 2019 Concur, the university’s new paperless travel management system, saves time, frustration and money. Concur is a one-stop shop for all things travel, from submitting the initial travel request and booking a trip, to uploading receipts and completing expense reports. Gone are the days of tracking paper receipts.User Profile Setup SETTING UP YOUR PROFILE IN CONCUR. Last updated: 07/15/2021 Page 3 of 9 . Make certain that the first, middle, and last name shown is identical to that on the photo ID that you will be presenting at the airport. Do not book travel if this information is incorrect and immediately connect with your HR Service Center Team forAPI for managing Concur Travel user profiles. User/Customer Benefit. The XML Profile Sync was officially decommissioned in 2016 due to instability and other issues. The ... feature must be enabled in your company’s Concur Travel configuration settings. For more information and known limitations, please refer to the Post Ticket Change / Rapid ...SAP Concur simplifies travel, expense and invoice management for total visibility and greater control. Contact us today. Concur Platform Certified application to support Travel Profile v2 API, a replacement to Concur Travel’s XML Profile Sync and the Travel Profile v1.0 API. Secondary Audience: This document is also intended for SAP Concur customers and 3rd party developers who wish to develop an internal-only application or vendor application to supportClick Profile > Profile Settings. The Profile Options page appears. You will see five categories of settings: Your Information, Travel, Request, Expense, and Other Settings. Select Personal Information link. Personal Information Name – RequiredYou 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.Concur can be accessed through CU SSO by typing concur.app.clemson.edu into the address bar of your internet browser window. Step One: Open the Profile Options page. 1. From the Concur Home Page select Profile > Profile Settings. 2. The Profile Options page appears. 3. You can update specific sections of your profile from the individual …• Report on trips Configure Queues in Concur The following instructions describe the Concur Travel requirements for PNR import. These steps are relatively quick and need to be performed by the supporting fulfillment travel agency. If you have any questions while setting this up, please contact your Concur implementation project manager.May 10, 2021 09:52 PM 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.Training Guide: Setting up Your Concur Profile for Travel and Expense Users Page 3 Updating Required Information You will find the most common profile tasks on the Profile Options page. You can also use the menus on the left to select a setting to update. The first time you update your Concur Profile, you must ensure the following required piecesConcur Travel Profile Updating Your Profile Use the profile options to set or change your personal preferences. To access your profile information: 1. Click Profile > Profile Settings. The Profile Options page appears. 2. You will see five categories of settings: Your Information, Travel, Request, Expense, and Other Settings.Setup a Travel Arranger or Assistant Assign ‘Travel Arranger & Assistants’ to give other travel users the ability to view and modify your profile; as well as book travel for you. The assistant/travel arranger must have an existing Concur Travel profile, before they can be added to your profile. The Primary Assistant designation will add the ...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 ...The new rental car workflow in Concur Travel cannot be activated via a setting within Concur Travel As a reduced set of features are available in this first release, potential customers will be determined programmatically and informed when eligible for migration. ... KTN, or Redress numbers in Sabre Profiles. Concur Travel will not …Feb 28, 2022 ... You can assign your delegate by going to ProfileNov 5, 2019 ... User Profile Setup. Booking Travel. Single Sign Concur Profile Setup. Description: It is important to complete your Concur Profile in its entirety prior to traveling on official university business or completing day travel, since each section will integrate with Banner, Outlook and our new travel management company, Direct Travel. This training will instruct travelers, delegates and ...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 Concur integrates travel requests, expense reporting, tra Download the full IDC report to see the real-world value of SAP Concur solutions and find out how leading organizations have automated expense processes to: Be more efficient in T&E management. Increase productivity of finance and travel support staff. Save through better implementation and compliance. Read the report 5 reasons why SAP Concur.Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well. 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. Frequent-Traveler Programs. Enter your frequent traveler mem
Concur Benefits Assurance. Concur Tax Assurance. Control company costs. Duty of care. Employee experience. Fraud. Growth. Intelligent Spend Management. Travel and expense.The Concur Travel and Expense System is now live and has replaced the previous eTravel system. Many new changes have been implemented, including airfare must be purchased via the Concur platform or with the travel agency. ... **Wait for the departmental approval of the form and the non-employee set up in Concur. Profile Setup for the Non ...The Concur app allows you to take photos of your receipts using a smartphone. The receipt images will be uploaded into your Concur profile and will be available to attach to an expense report. In addition to snapping photos of receipts, you might also use the Concur app to: View travel reservations; Edit, delete, or enter new expenses; Approve ... 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
We would like to show you a description here but the site won’t allow us.Concur Sign In Security Changes: Two-Factor Authentication (2FA) and New Password Policy UI (SignIn Settings UI) To enhance the sign in security of all SAP Concur users, two-factor authentication (2FA) will be required on www.concursolutions.com starting October 18, 2023. All users who are using basic authentication (SAP Concur username and ...…
Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Assistants and Travel Arrangers section – add the name(s) of any. Possible cause: Our travel services are centralized to provide you a one stop shop for.
Concur Travel Profile : Updating Your Profile : Use the profile options to set or change your personal preferences. To access your profile information: ... 2. You will see five categories of settings: Your Information, Travel, Request, Expense, and Other Settings. Select Personal Information link. 4 Personal Information Name – Required :Setting u p Travel Arranger This guide will outline how to set up a Travel Arranger. A Travel Ar ranger is someone w ith a Concur profile that may book and reserve travel on behalf of another person in Concur. A Travel Arranger may only arrange travel. To have Requests and Expense Reports prepared by someone else, a Delegate will need to be set up.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 edition
... 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 ...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 ...Create Concur Profile for employee (students are to be booked as a guest) – see Concur section below. Create Travel & Expense Profile. Apply for Travel Card (full-time employees only). International requires Provost …
Concur Travel Frequently Asked Questions (FAQs) This document pro Required to Book Travel in Concur CSU, Chico recommends the use of the university-paid travel card if the traveler meets cardholder eligibility. Your University-paid Travel Card will be loaded into your profile automatically. If a traveler is eligible for the corporate travel credit card that will be the only card added to this section. address gives Concur the ability to associate receipt Setup guides, user guides, import/extract specifica There are two parts. One is for the travel assistant (get flights and hotels) and one expense delegate (close out expense report, add receipts, etc). To assign a Travel Assistant: Click Profile, and then click Profile Settings; On the left hand side under Travel Settings, click Assistants/Arrangers; Click the add buttonAt the top of your Profile, make sure your name matches the photo identification you would use at airport security. Check that the sections for Addresses, Contact Information, and Emergency Contact are correct. The next section is for Travel Preferences. Be sure to add Frequent‐Traveler and If you are a long-time user of Concur, then you are probably already 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. Required to Book Travel in Concur CSU, Chico recommends the use of Step One: From the Concur Home Page, select the Profile drop-doBe sure to select “Accept as Solution” so your fellow comm Setup a Travel Arranger or Assistant Assign ‘Travel Arranger & Assistants’ to give other travel users the ability to view and modify your profile; as well as book travel for you. The assistant/travel arranger must have an existing Concur Travel profile, before they can be added to your profile. The Primary Assistant designation will add the ... Profile form in Expense and/or the Travel Preferences Text Customization Customize text that appears on the user's profile page Security Keys (not shown on the menu above) ... Login URL Manager Manage general company settings New Concur Travel Experience Options to manage preferences for the new Concur Travel experience for Air, Hotel, and/or Rental Car bookings ... Apr 18, 2023 ... ... set up when setting u[Setting up Your Concur Profile for Travel and ExpeProvide direct access to create or approve an expense r Travel guide: Frequently Asked Questions Questions about booking travel How to Book Flights or Rail Enter your Destination, then Origin Go to Concur at travel.gsa.gov; In the shortcuts menu on the upper left hand corner, select Travel - New Booking; Click on the Air/Rail icon (this should be already selected). If you need to travel by train only, choose …–for security reasons to operate Concur Travel in a mode where cookies are not set. Concur Travel requires session cookies, but with this option the use of other cookies is strictly optional. NOTE: This option affects Expense as well as Travel. If True, then Concur Travel will use cookies to track items such as the following via cookie: