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, enabling them to view travel expense requests directly from the member experience screen without the need to access the Concur app. 

To enable this integration for your community, please refer to Enabling Concur Productivity Integration.

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

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. 

Expense 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. 

User notifications can be set up for a target audience. Setting up a target audience means you can group specific users who receive notifications. If target audiences are configured, users need to be a member of at least one audience to receive notifications. 

Alternatively, user notifications can be enabled or disabled globally for your member experience.

Note: Users do not need to be logged into the Concur integration within the member experience to receive Concur notifications via the Notification Center if they are a member of a configured target audience or if notifications are enabled globally. 

Available Commands

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. This list is sorted by the submitted date of each expense claim.

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 Pending Approvals (Read-Only)

Users with access can view a list of pending expenses for approval. 

This command is read-only, but we have a command that allows users to approve or reject claims from this list that can be enabled instead of this read-only version.

List My Pending Approvals

Users with role access can view a list of their pending expenses that require action. Users can:

• Approve the expense item or claim.
• Send the item or claim back to the employee. 
• Comment on the item or claim.

In addition, users can directly view any attached receipts to each item.

List My Pending Expenses

View any pending expenses. Pending states include not yet submitted and not yet paid. 

List My Recently Updated Expenses

View your recently updated or changed expenses. This list is sorted by the modified date of each expense claim.

Select an expense item for more details on that item.

List My Rejected Expenses

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

List My Unsubmitted Expenses

View a list of expenses that are included in a report yet to be submitted. Click on each expense item to see details of each individual expense, and to view the expense receipt. 

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

Show My Expense Summary

View a summary of your expenses.

 

FAQ

Does the Concur integration offer a way for managers to approve or reject expenses within Firstup?

Yes! Functionality includes the ability for managers to approve/reject expenses. The addition of receipt viewing is additive and helps expedite this process.

Are there insights for this integration?

Not yet, but that will be coming soon. This will include engagement data presented within Creator Studio Insights.

Can this integration be enabled/targeted to specific audiences?

Yes! Currently, this part of the configuration must be completed by Firstup. Reach out to your Firstup representative for more details.