Mobile App User Guide Introduction: iPhone
Version 10.14 August 27, 2024 Page 1 of 7
Mobile App User Guide
Current version and Last revision date
Introduction: iPhone
Version 10.14 – August 27, 2024
Collection of Guides
The Mobile App User Guide is a collection of several documents.
This guide includes information about:
Overview
Download / Sign In
Settings / Get Help / Leave Feedback
There are additional guides for these features/services:
Travel
Expense
Invoice
Request
Budget
Drive (and an additional FAQ)
ExpenseIt (and an additional FAQ)
Fapiao Capture
Fapiao Capture (Chinese Version)
Receipts
Please Note:
The SAP Concur app for iOS and Android supports universal links, i.e. links that navigate
directly to the app if it is installed or to the website if not.
Such links are included in notification emails from SAP Concur related to the
expense report changes.
Universal link support for customers own use is currently not supported.
Some security solutions may block the links embedded into email from opening the app
directly. The proper exceptions for the security policy should be configured for SAP
Concur universal link URLs (pattern to match: https://*.concursolutions.com/*). Known
cases are:
MDM/MAM policy that prescribes to open any link tapped in Outlook mobile
app only in specified browser.
Outlook mail server phishing protection that wraps all link embedded into e-
mails to open the safety check service first.
IMPORTANT: These
documents describe the
features that are available
using the mobile app.
However, be aware that your
company's configuration may
not allow for all of the
features described in these
documents. Generally, if a
feature is not available in
your configuration of the web
version of SAP Concur, then
it is not available in the
mobile app.
Mobile App User Guide Introduction: iPhone
Version 10.14 August 27, 2024 Page 2 of 7
Overview
You can use SAP Concur on your mobile device to assist with your Expense, Travel,
Invoice, and Request needs. Because you are using your mobile device, you can
access your information in a cab, in a meeting, at the restaurant where your
laptop is not available or is too cumbersome.
You can check your itinerary; book a flight, rental car, Amtrak, or hotel; get
directions from your current location. You can enter out-of-pocket expenses real-
time and take a picture of the associated receipt; create, submit, and check the
status of your expense reports…and much more.
If you are an approver, you can approve expense reports, requests, payment
requests (Invoice), etc.
THIS GUIDE - This series of guides provides brief "how to" steps. It assumes that
the user already knows how to use the web version of SAP Concur and already
understands the concepts of Expense (expenses, itemizations, attendees, etc.),
Travel (booking, rules, etc.), Invoice (payment requests, purchase requests, etc.),
the approval process, and so on. It also assumes that the user is generally familiar
with their mobile device.
These guides are available in DOC and PDF format. You can use the DOC as a
starting point for your own training materials.
Both are available in online Help (end user and admin) in the web version of SAP
Concur.
Download
The Concur Mobile Registration link appears on the Profile menu in the web version of SAP
Concur. Two reasons to use this page:
You can download the app or you can use this page to request a link.
When you log in to the app, depending on your company's configuration, you can use the
same login credentials that you use for the web version of SAP Concur or you can use
Single Sign On (known as SSO). (If your company uses SSO, this page will be slightly
different.)
Mobile App User Guide Introduction: iPhone
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Sign In
Tap in your device apps
list. Then, on the Sign in to
Concur screen, enter your
verified work email or your
SAP Concur (web version)
username. Tap Next. On the
next screen, enter your
password and tap Sign In to
Concur.
NOTE: You will need to
verify your email address
in the web version of SAP
Concur click Profile >
Profile Settings > Your
Information > Email
Addresses - if you are
signing into the SAP Concur mobile app with your email address
instead of username.
or
Tap
if your company uses SSO to access the SAP Concur mobile app.
NOTE: SAP Concur will not let you sign in if your device does not have a passcode or if your
device has been compromised (modified to remove manufacturer restrictions).
You must set up two-factor authentication to continue signing in.
To add your SAP Concur account to the authenticator app, scan the
QR code on the Sign In page. You can also use an authenticator
app (such as Microsoft Authenticator or Google Authenticator) to
scan the QR code. If you can’t scan the QR code, select the Set up
manually with a key link.
Copy the six-digit code that was generated
from the app into the Authentication
Code field, and then press Sign In.
For more information, please review
the Shared: SAP Concur Two Factor
Authentication Setup Guide.
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Permissions
The home screen provides access to your trips, expenses, expense reports, approvals, and
more.
The options that are available on the home screen vary depending on your permissions. For
example, if you can access Expense on the web version of SAP Concur, then you can access
Expense in the mobile app. The same applies to other SAP Concur services.
Settings / Help / Feedback
Settings
Use settings for the following:
Save your username
Automatically sign in
Turn on Touch ID
Turn on Face ID
Send an error log to SAP Concur
Clear the cache
Reset to the factory defaults
Sign out
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Get Help
Use Help on the menu screen to search for help topics or find helpful articles.
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Leave Feedback
Use Leave Feedback on the menu screen to send feedback.
1) On the menu screen, tap Leave Feedback.
2) On the Feedback screen, enter the desired
feedback.
3) Tap Submit.
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Message Center
Use the Message Center (upper-right corner) to access direct
messages from SAP Concur.