Note: This is a premium feature or service. This article only applies to your community if your Firstup contract includes this premium 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. 

User Experience

User Access

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

• From the using assistant command center. Click the lightbulb in the bottom corner, then the icon.
• 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:
  

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 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 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.

Pending Approvals (Managers Only) 

As a manager, you can view a list of your pending approvals and approve or reject them.

If you do not have approval access, a message stating no approvals are pending will be returned. 

Install and Configure Concur Integration

To complete these instructions, you must have access to Concur (administrator level), an active community with Firstup, a contract with Firstup for this premium feature and be a nominated administrator by Firstup. 

To establish the connection between Firstup and your Concur instance:

1. Log in to member experience.
2. Log in to your Concur app center instance.

Member Experience

1. Find the Concur app in the Command Center:
   1. Click the lightbulb icon in the bottom right corner.
   2. Select  from the sidebar menu.
   3. Select the Concur icon from the menu.
2. Select Setup Concur Expense Integration to begin.
3. Copy the installation code that appears, then navigate to the Concur app center.

Concur App Center

1. Find the Firstup Command Integration app, then select Login to connect:
   
   
   
   
2. After agreeing to the Terms and Conditions, paste the installation code then select Connect:
   
   
   
   
3. Successful integration looks like this: 
   
   
4. Navigate back to member experience. 

Member Experience

1. Select Verify Installation from the Concur pop-up in the member experience:
   
   
2. Successful integration looks like this:
   
   
3. Select Back to Integration to view the list of available Concur commands.