PRE-REQUISITE - Please ensure you have first accepted your invite and set your own unique strong password.
Setting up your App
- Navigate to your app store and search for and download the SAP Concur app
- Select Sign In
- The following screens will step you through entering your username, password and two-factor authentication code (you will have set these up on actioning your email invite - if you haven't completed this step please do so before continuing)
- The app will load some initial welcome steps and ask you to accept an EULA and notifications request. You may choose to setup biometrics as an alternative to signing in using traditional username/password.
Capturing Expenses
The app is relatively simple. You will predominantly be using the mobile app to capture copies of receipts. These will then later need to be matched & merged with the bank transaction that comes down through the credit card statement.
Two main areas you can capture an expense from:
- Home Screen - click the camera icon to activate the camera
- Expenses Screen - click the "+" symbol and one of the options to enter a new expense (you can activate the camera, upload a photo or file)
Taking your Photo
- Click the Camera selection button to take the photo.
- Ensure the image includes the GST details of the receipt
- Click the "Done" once happy with image
The system will now analyse the receipt and drop it into your expenses list
Checking Content of Receipt
The captured receipt will now show both on the Home screen and your Expenses tab. Check the value of the receipt is correct. This item will automatically now be listed in the main Concur admin portal ready for you to match up with a line item from the months' credit card statement.
If you experience any issues with signing into your Concur app, please log a ticket with itsupport@infin8care.com.au .