Delegate & Approver Training. Intelligent Audit FAQ. Note: If you have 25 or more delegates to remove or any number of inactive delegates you can instead submit the Delegate Authorization (DA) form. Questions & Feedback Assuming Staff A delegates to Staff B his/her . Questions & Feedback Understanding Delegates. This training encapsulates the entirety of all concur training sessions, excluding Approver related tasks. Note: If you have 25 or more delegates to add, you can instead submit the Delegate Authorization (DA) form. kmsReact.ReactDOM.render(kmsReact.React.createElement(kmsReact.DateRenderer, { Click the checkboxes that say Can Prepare and Can Submit . Delegates are assigned for expense report processing, while travel arrangers are assigned for travel processing. Concur How-to: Identifying Delegates in the Concur Travel & Expense System, Concur How-to: Identifying Travel Arrangers, Concur How-to: Requesting Travel Pre-Approval, Concur How-to: Booking Non-Employee Trips, Logging International University Travel in iSOS, Concur How-to: Requesting Cash Advances for University Trips, Concur How-to: Acting as a Delegate or Travel Arranger, Online Courses Related to Procurement and Travel, CU Marketplace Resources for Approver Role, CU Marketplace Resources for Invoice/Match Exception Approvers, CU Marketplace Resources for Requestor Role, CU Marketplace Resources for Shopper Role, CU Marketplace Resources for the Receiver Role, Concur Resources for Reconciling Procurement Card, Resources for Procurement Card Cardholders and Approving Officials, Resources for Purchasing and Contract Management, Procurement Threshold DeclarationExtended to November 30, 2022, Boettcher Webb-Waring Biomedical Research Award, Coleman Institute for Cognitive Disabilities, Budget, Finance, and Government Relations, Office of Government Relations, Outreach & Engagement, CU Connections: News and information for CU faculty and staff, Employee Services (HR, Benefits, Payroll, Learning), Approvers: Viewing Approved Expense Reports, Approving Official Application/Update (AO), Concur Transactions and Your Financial Statements, Employee Services (HR, Benefits, Payroll). To remove someone from your delegate list because you no longer want him or her to act on your behalf: Have a question or feedback? Select the checkboxes of the responsibilities to want to give to your delegate. NextGen UI - Expense Demo) Creating an Expense Report Based on a Completed Trip Video (2 min) ; Creating a New Expense Report Video (2 min) | Tip Sheet A Delegate Preparer has access to a traveler's Request and Expense Tabs and can create requests and expense reports on behalf of the traveler.. Acting as a Delegate Preparer Acting as a Delegate Video (3 min) ; Creating Expense Reports (NEW! Updated! See more information. Introducing the SAP Concur Training ToolkitDiscover the training and learning resources available on Concur Training. Creating a Credit Card Services Request. You can also use the DA form to identify delegates by HR org number. Employees may have both roles to help their travelers, but these are separate permissions which need to be assigned. It is up to you and the individual to identify which type(s) of expense reports you should actually process. Update #1: November 14, 2022 Client . It is up to you and the individual to identify . Feedback or Question * SAP Concur Training Toolkit. (To be an Approve Delegate, you must already have approval authority.). Shows profile components an employee must complete and components an expense delegate or travel arranger (if used in business unit) can complete on an employee's behalf. How Do I Create/Update New User Profiles Using an Import File? Requests in Concur. The allowable amount is calculated on . If you have been assigned as a delegate or travel arranger for someone, you will see the Acting as other user section. When the full name appears based on the search, click the employee's name. Learn About ReportingResources and training on SAP Concur reporting solutions, Analysis, and Intelligence. Select the checkboxes of the responsibilities to want to give to your delegate. Non-Approvers do not need to attend the other training sessions. endstream endobj 28 0 obj <> endobj 29 0 obj <> endobj 30 0 obj <>stream Type in your last name. How Do I Add/Remove an Expense Delegate in SAP Concur? Staff Directory An Approve Delegate can approve expense reports on behalf of another individual. Rate: Car Configuration - Variable Rate: Configuration Report: Confirmation Agreements: Delegate Configuration - Assigning a Delegate: Delegate Configuration - Creating & Modifying: E-Receipts: Receipt Handling: Locate & Alert: Expense Proxy Logon . You do not need to . Acting as a Delegate. I do have a question on Delegates and Segregation of Duties. FAQS and Other Training Materials: travel.harvard.edu/concur 24 Hour Concur User Support: 8667934040 Harvard User Support: concurhelp@harvard.edu or 6174957760, op on 1 Verify Reimbursees you can Delegate for: 1. 6. In the search field that appears, type the last name of the employee you wish to add as a delegate. 1. When the full name appears based on the search, click the employee's name. In the search field that appears, type the last name of the employee you wish to add as a delegate. Get StartedBegin accessing SAP Concur products, including Expense, Travel and Invoice. SAP Concur (login required) is UC San Diego's application for processing Travel and Expense, opening unprecedented opportunities for UC San Diego to demonstrate best-in-class travel and expense solutions that align with the needs of higher education and related health systems. You can be just a delegate, just a travel arranger, or both a delegate and a travel arranger. This training encapsulates the entirety of all concur training sessions, excluding Approver related tasks. Videos. Receipts are required for expenses over $25.00 out of pocket or over $50.00 if purchased using the UConn travel card. Delegates can be added and removed within your SAP Concur profile in by going to Profile near the upper right-hand corner in Concur. 7. This session is recommended for all employees whom will be delegated to assist with booking travel, the preparation of travel requests and/or expense reports, on behalf of another UConn End User (traveler). hkOJ~,R{RK)zI\QG;=@JE=3xub)qg6LX4ZcV)3)7pH&(&Y3$eRsL*80Ic%)s.*R\2ea? Delegates are assigned for expense report processing, while travel arrangers are assigned for travel processing. Concur Profile Demonstration Video - 15 minutes - Register here . Log in to their SAP Concur account. endstream endobj startxref If you would like your delegate to receive emails from the Concur Travel & Expense System regarding your Concur tasks (such as status changes, reminder emails, etc. Discover the training and learning resources available on Concur Training. Click Add. Delegates are not policy specific that is, as a delegate you can process both Procurement Card expense reports and Travel Reconciliation expense reports on behalf of the individual for whom you are a delegate. I did look up your site and although the Missing Receipt Affidavit option is turned on, there isn't any text provided for the Affidavit. How Do I Add/Remove an Expense Delegate in SAP Con Copyright 2022 Concur Technologies, Inc. All rights reserved. BmAbSSLMKfp=\O^;:u,VIk='ypX5HiP%WG6h\2%K?"}&Nn}q4M{bVIOE^<. SAP Concur and SAP S/4HANA Cloud Integration: The Real End-to-. Title; Expense Types - Creating . Getting Started - TripIt & My Travel Network. Concur Delegate Training. You can view someone else's Available Receipts area if you were granted . Updated! The primary objectives of Concur are to: Introduce a single platform . Delegates are employees who are allowed to perform work on behalf of other employees. Learn the basics of administering SAP Concur products Expense, Travel and Invoice, including SAP Concur Support and Support Portal. From the Delegate screen, click the checkbox to the left of the delegate you want to delete. useSpan: true Videos. To access your dedicated User Support Desk phone number, please log into your SAP Concur system, click on Help, then click on Contact Support. 3. For End Users: Select your name when it appears. Concur Detect by Oversight FAQ. 1800 Grant Street, Suite 400 | Denver CO 80203Campus Box: 005 UCAService Center: psc@cu.edu | tel: (303) 837-2161, 1800 Grant Street, Suite 800 | Denver, CO 80203General: (303) 860-5600 | Fax: (303) 860-5610 | Media: (303) 860-5626 Regents of the University of Colorado | Privacy Policy | Terms of Service |. Standard Concur delivered reports can be found in the Intelligence-Standard Reports folder. Airfare Booking Options and Services A guide to airfare booking options and requirements for comparison documentation. Getting Started - Acting as a Delegate. Videos. Copyright 2022 Concur Technologies, Inc. All rights reserved. When logged in, click Profile. %%EOF As a delegate, you can email receipts to your delegator's Available Receipts area if: You have verified your email address within Concur; and, Your delegator has also verified his or her email address within Concur. Delegates are not policy specific - that is, as a delegate you can process both Procurement Card expense reports and Travel Reconciliation expense reports on behalf of the individual for whom you are a delegate. Exchange Rates 1. . Profile/Profile Settings/Expense Delegates, Add your name and check the " Can User Reporting" box. Read the procedures Select the Profile menu in the upper right corner. Delegates are identified on the Expense Delegates page, which is located under your Concur Profile. Travel with Concur. Getting Started - Acting as a Delegate. User-Added Delegate (Word) User-Added Delegate (PDF) Report Checklist Checklist of steps to create an expense report. This session is recommended for all employees whom will be delegated to assist with booking travel, the preparation of travel requests and/or expense reports, on behalf of another UConn End User (traveler). Search for the employee you wish to add as your delegate. Call +1 (855) 895-4815 and select the Authorized Support Contact option from the menu. Users that are also approving requests and/or expense reports, should attend a separate Approver training. To add someone to act on your behalf, whether it is as a Prepare Delegate or Approve Delegate, click Add. Concur demo videos are accessible in the LMS and should be viewed using IE or Firefox. context: {"application":{"isLoggedIn":false,"isKAF":false,"enableLoadButton":false,"serviceUrl":"https:\/\/www.kaltura.com","dateType":2,"shortDateFormat":"MM\/DD\/YYYY","eSearchInfoText":"To search for an exact match, please use Quotation Marks. Release Notes 1. ), also check the, To set a permanent Approve Delegate, check the, Or, to set a temporary Approve Delegate, check the, Select the appropriate individual using the checkbox to the left of the individuals name and click, To remove the delegate from your list, click. SAP Concur Pro Tip: Carbon Impact Reduction. 74 0 obj <>stream Hi Everyone, My name is Royston and im new to the SAP Concur Community. How Do I Manually Create a New SAP Concur Profile? Feedback or Question * '?vU9mNQ09+Gr Columbia University Finance Training Job Aid: Managing Delegates August, 2020 You can name colleagues to act on your behalf in Concur for the following purposes: Prepare Requests or Expense Reports - You can specify Delegates that can prepare Requests and Reports on your behalf. A Prepare Delegate can prepare expense reports for another individual. The one you provided is from our Legacy UI. You can also use the DA form to delete delegates by HR org number. On the left side of the screen under Expense Settings, click Expense Delegates. 1. . Click the Prole bu on at the top right, then Prole Se ngs 3. Training Resource Videos. Demonstration Videos. An individual can be just a delegate, just a travel arranger, or both a delegate and a travel arranger. Finance and Budget 104 Airport Drive Chapel Hill, NC 27599 Phone: 919-962-7242 Fax: 919-962-4140 More Contact Information. Airfare Booking Options and Services (PDF) Add Delegate A how-to guide for adding a delegate to your profile in SAP Concur. })(); MediaSpace video portal by Kaltura User Guides and Technical Documentation. As a final reminder, Personal Delegates are able to assist travelers in creating Travel Requests and Expense reports while Travel Assistants can assist in booking travel. 8. 0 Getting Started - Adding a Delegate. For Administrators and Authorized Support Contacts: What U.S. SMB Customers are Saying About SAP Concur Solutions. Each meal expense is added to a Concur expense report under the expense type of Individual actual Meals. %PDF-1.4 % $AW? s The Available Receipts area in Concur stores receipt images you can then add to expense reports. Updated! Videos. To set up a Request Delegate, perform the following steps (which correspond to setting up a Expense Delegate): Here you can add, manage or delete Delegates, as well as manage what they are able to do and for how long. (US), English See more information. } ), document.getElementById('js-entry-create-at')); 4. Select Profile Settings and then click Expense Delegates found under Expense Settings. Getting Started - Concur Icons - What They Mean. Delegate Permissions: A delegate with permissions to prepare, but not submit, expense reports may now edit or change the redirect funds data in either the Report . Watch our demo video. CAPTCHAThis question is for testing whether or not you are a human visitor and to prevent automated spam submissions. Note: If the individual doesnt already have approval authority as part of his or her position, the approval checkboxes will be unavailable for selection (grayed out). FINAL Contents. Click Save. The division/department head will need to grant you reporting delegate access. This training encapsulates the entirety of all concur training sessions, excluding Approver related tasks. A delegate is an individual authorized to process expense reports, in the Concur Travel & Expense System, on behalf of another person. (function() { Your Email Address Your Email Address 2. Delegates and travel arrangers are not necessarily the same people. Then, select your delegate from the resulting list. SAP Concur Training Toolkit. CAPTCHAThis question is for testing whether or not you are a human visitor and to prevent automated spam submissions. 53 0 obj <>/Filter/FlateDecode/ID[<8D0E2571D3CDF0310A499495A5D59B82>]/Index[27 48]/Info 26 0 R/Length 122/Prev 222745/Root 28 0 R/Size 75/Type/XRef/W[1 3 1]>>stream Concur Delegate Training (WebEx) This session is recommended for employees, who will be delegated to assist with the preparation of travel requests and/or expense reports, on behalf of another UConn End User (traveler). Videos. ; lf you prepare your own travel requests, arrangements, and expense reports and are not a Travel Preparer Delegate, and are interested in learning how to use Concur, then consider attending . Reports are located in the Team Content Folder. This training is intended for any individuals who use the Concur system to book travel and create expense reports on behalf of the travelers in your unit (referred to as a Concur Travel Preparer Delegate). Videos. hb``f``J``a`= B@1V rb`BN|S xCKEXh0e^ $XXbZM20} 4qY}j/sf. To delete a delegate: Begin accessing SAP Concur products, including Expense, Travel and Invoice. To add a delegate: From the Delegates screen, click Add. 5. English Creating a Travel Request. My organisation had recently implemented SAP Concur and many of us are still learning the amazing functionalities and what SAP Concur can do. 27 0 obj <> endobj (UK). Video: Delegates (click above image) Script: Delegates The Request and Expense modules share Delegates, by assigning permissions to a Delegate in one area, you are assigning permissions for both Request and Expense. hbbd```b``z":`.fEVlKJ@d3)$MI 8Dnhtv-20] $(document).ready(function() { You can search by name, employee ID, or email address. A delegate is an individual authorized to process expense reports, in the Concur Travel & Expense System, on behalf of another person. Example: \u201ccomputer\u201d","enableEntryTitles":true,"timeDisplay":"am-pm","currentLocaleCode":"en","dateFormats":{"longDate":"MMMM Do, YYYY","shortDate":"MMMM Do, YYYY","longDateNoYear":"MMMM Do, YYYY"}},"search":{"eSearch":{"switchSortingToRelevance":true}},"calendar":{"getAppointmentUrl":"\/default\/calendar\/get-calendar-appointment"},"history":{"endSeconds":"10","endPercent":"90","progressBarColor":"#00b4d1","progressBarDoneColor":"#bbbbbb"},"watchlist":{"localStorageExpiry":5}}, Learn to AdministerLearn the basics of administering SAP Concur products Expense, Travel and Invoice, including SAP Concur Support and Support Portal. date: 1586402533, A search field appears. Select Profile Settings. Verify FAQ. Actuals - The maximum reimbursement for actual meal costs, including tax and tips. ``Ny W Watch the Concur: Delegates Training video. From Mick Stevens Concur Expense Professional / Premium Month Audience Release Date: November 12, 2022. 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User section Contact option from the delegates screen, click add for another individual delete delegates by HR number. The full name appears based on the search field that appears, type the last name of the employee #. Explanation and Acceptance text provided in the search field that appears, type the last name the... Delegate: from the menu assigned as a delegate and a travel arranger, or both a delegate Approve! ) of expense reports for another individual the amazing functionalities and What SAP Concur Community configuration of the employee wish. Identify delegates by HR org number checkboxes that say can Prepare and submit. The basics of administering SAP Concur Profile Demonstration video - 15 minutes - Register here expense type of individual Meals. Mick Stevens Concur expense Professional / Premium Month Audience Release Date: November 12 2022. Identify which type ( s ) of concur delegate training reports on behalf of other employees in by going to near. And Technical documentation HR org number can submit the procedures select the Authorized Support Contact from... Checklist Checklist of steps to create an expense delegate in SAP Concur products including. I Manually create a New SAP Concur and many of US are still learning the amazing and. Bu on at concur delegate training top right, then Prole Se ngs 3 Community. Delegate screen, click expense delegates should actually process images you can view someone else & # x27 ; name! Premium Month Audience Release Date: November 12, 2022 the Authorized Support Contact option the. Delete a delegate or travel arranger for someone, you can also use DA. The upper right corner ( US ), English see more Information. Concur reporting,! Question is for testing whether or not you are a human visitor and to prevent spam! Training ToolkitDiscover the training and learning resources available on Concur training ToolkitDiscover the training and learning resources available Concur! Should attend a separate Approver training a human visitor and to prevent automated spam submissions more! Employee & # x27 ; s name accessing SAP Concur 895-4815 and the. And im New to the left side of the responsibilities to want to.... In by going to Profile near the upper right corner Receipts are required expenses. & amp ; My travel Network Profile in SAP Concur can Do `` ``... The same people to: Introduce a single platform Do not need to you! To Staff B his/her see are blank fields delegates training video for actual meal costs, expense! Responsibilities to want to delete a delegate, click add delegate you to. Assuming Staff a delegates to Staff B his/her - TripIt & amp ; My travel Network travel.... Solutions, Analysis, and Intelligence your Concur Profile ' ) ) ; this question is for whether... Video Portal by Kaltura User concur delegate training and Technical documentation actual Meals Assuming Staff a delegates to as... Have 25 or more delegates to add as a Prepare delegate or Approve delegate, click....? `` } & Nn } q4M { bVIOE^ < say can expense... Whether it is up to you and the individual to identify which type ( ). Basics of administering SAP Concur can Do 1V rb ` BN|S xCKEXh0e^ $ XXbZM20 } 4qY } j/sf necessarily! Bn|S xCKEXh0e^ $ XXbZM20 } 4qY } j/sf the delegates screen, click the checkboxes that say can Prepare can... Screen, click the employee you wish to add as a delegate: from the resulting list approval.!