SAP Concur tips from the people who run these programs every day
Your expense reports are automated and the paper is gone. The harder work is what comes after: getting employees to actually use the mobile app, keeping cash spend in check, catching out-of-policy claims before they're paid, and showing leadership that the program earns its keep. Tips and Tricks: Optimize Your Travel and Spend Programs collects SAP Concur tips for exactly that stage, when you want to move past basic automation and run a tighter, better-adopted program.
SAP Concur put the collection together from what its customers have learned, combined with its own product and industry expertise. It's written for SAP Concur administrators, travel managers, finance leaders and accounts payable teams. Some tips were submitted by other customers, and others are flagged as especially useful for small and medium-sized businesses, so you can quickly find the advice that fits your situation.
Travel and expense management best practices from rollout to reporting
The resource contains 187 numbered tips grouped by theme. You can read it start to finish or jump straight to the area that's causing you trouble this quarter.
It starts where many programs stall, with rollout and adoption. You'll find guidance on change management, choosing a pilot group, keeping executives engaged, training your users and supporting them once they're live. From there it turns to your T&E policy: how often to revisit it, who should be involved, and how other organizations handle tricky categories such as alcohol, class-of-service upgrades and work-from-home costs.
A large portion covers spend. That includes expense reporting and receipts, your corporate card program, invoice processing and approval workflow, along with ideas for reducing liabilities and getting clearer visibility into cash flow. The travel management sections look at duty of care, booking behavior in Concur Travel, airline content and policy optimization. Requests, car and mileage, and reporting each get their own section as well.
After reading, you'll be better equipped to:
- Pinpoint which employees and spend categories drive most of your policy exceptions
- Set clearer rules for who gets a corporate card and how personal charges are handled
- Combine preventive and detective expense auditing approaches to reduce fraud and errors
- Configure Concur Travel so travelers see compliant, preferred options first
- Find the reports and dashboards that reveal approval bottlenecks and invisible spend
Practical expense management tips you can apply to your own configuration
These aren't abstract principles. Most tips point to a specific feature, report, setting or audit rule, and many explain where to find it. Where something applies only to Professional or Standard edition, or requires Intelligence, the tip says so, which saves you from chasing a capability your site doesn't have.
The advice also goes beyond the software. You'll see how other organizations write policy for situations that tend to cause friction, how they reward travelers for spending wisely, and how they keep end users informed without overwhelming them. Where it fits, the guide points to SAP Concur App Center partners that address needs such as VAT reclaim, tax compliance in specific countries, ground transportation and parking.
That mix makes it useful at several points: when you're preparing a policy review, onboarding a new administrator, building a case for executive sponsorship, or simply looking for quick wins from a system you already pay for.
Get the full set of tips
Download Tips and Tricks: Optimize Your Travel and Spend Programs to get all 187 tips, organized by theme and marked for customer-submitted and SMB-friendly advice. You'll have a practical reference for strengthening your T&E policy, expense auditing, corporate card program and Concur Travel setup, ready to share with your team and return to whenever a new question comes up.