Note: This article only applies to your community if your Firstup contract includes this functionality. Please contact your Customer Success Manager with any questions about feature availability for your community.

SAP Concur provides employees with travel and expense management solutions.

Users have instant access to Concur tasks and information directly from Firstup via the web or mobile experience. For example, users can submit travel expense requests directly from the member experience screen without the need to access the Concur app. 

Note: This feature currently has limited availability. Please connect with your Account Manager to determine eligibility. 

User Experience

User Access

There are different ways users can access the Concur integration directly from the web or mobile experience:

Shortcuts

Access our Concur side panel directly from Shortcuts at the top of the web or mobile experience. The app's title is configurable and may be named differently in your community.

Assistant

Access our Concur side panel from your member experience Assistant. Clicking the lightbulb icon in the bottom right corner opens your Assistant panel.

Notification Center

Access the Concur application directly by clicking on a notification received from your Notification Center. Select the notification icon from the top right corner of your member experience. 

User Notifications

Get Expenses Notifications

Receive expense notifications in your Notification Center. Notifications are sent when expense claims have updates, including when claims have been sent back or paid. Managers can also receive notifications when they receive claims to approve. 

Clicking on each notification will take you to that action by opening the Concur application in a new tab. For example, clicking on an expense item that needs approval notification takes you to that expense item, allowing you to quickly review it. 

Concur Side Panel

Clicking the application opens the Concur side panel directly in the member experience. The list of available commands will differ depending on the user's role:

Account Summary 

Log in or view your Concur account details:

• If you are not logged in and not identified by email address, you can select connect your Concur account by selecting Connect. 
• If you are not logged in but your email address is identified, you see a read-only message: You are connected to Concur using [email address].
• If you are logged in, you can view your account username and select the Logout button. 

List My Expense Activity

View a summary of your expense activity, including all statuses. The returned summary can be extended to the past 90 days or the past year.

List My Paid Expenses

View your paid expenses only. The returned list can be extended to the past year.

List My Recently Updated Expenses

View your updated or changed expenses only. 

List My Rejected Expenses

View a list of rejected expenses. If there are no rejected expenses, you receive a notification. 

Show My Expense Summary

View a summary of your expenses.

List My Unsubmitted Expenses

View a list of expenses that are included in a report yet to be submitted. Click on each report to see details of each individual expense.  

Note: Any rejected expenses will reappear as unsubmitted expenses in this command, and the 'Show my rejected expenses' command. 

List My Pending Approvals (Managers Only) 

Managers can view a list of pending expenses approvals. This list can be either read-only, or allow you to approve or reject these claims. 

When approving or rejecting, you can click on each expenses item to view the item, and then approve or reject.

Alternatively, administrators can set this function to read-only, meaning any managers who access it can't approve or return these expenses directly from this screen. Users are required to log into Concur directly to complete any approvals or returns. Clicking on the URL will take users directly to the Concur application. 

Setting this feature to read-only is done at the application level and will be set for every system user.