¶ Introduction

You can set up receipt forwarding and employee roster sync through SAP Concur integration for all your organizations in one shot through Uber for business parent dashboard.

¶ How it works?

1. You need to begin by clicking on the Profile icon on top right and going to the Integrations section within the parent dashboard.
   

2. To begin with, you will need to connect the Uber for Business application with your SAP Concur account. For this you can follow the exact same steps as mentioned in the SAP concur - Uber integration overview section.
   

3. Once connected and terms & conditions are accepted, you will be asked to login to Uber for business dashboard for completing the setup. Ensure you are logging in with the right account and the parent dashboard is selected for the setup.
   

4. Once logged in, you will be asked to select the features to be enabled for your SAP concur - Uber integration on the parent dashboard.
   Note that receipt forwarding will by default be enabled for all your organizations that are on decentralized billing. Enabling employee roster sync is an optional feature.
   

5. If you enable employee roster sync, then you will need to provide additional information around how you have categorized your organization.
   

   Your child organizations could have been created based on Country, State or City. Note that whichever category you are selecting here, you need to ensure there is data available in your Concur employee roster as well.
   

   For example if you have chosen Country as the category, you need to have Country data in your Concur roster which will be used to identify employees for each of your organization.
   

6. Once you have selected the category, the next step would be to provide values for each of your organizations.
   

   For example if you have selected a category as country, you need to put the corresponding location values (eg: country name etc.) for each of your organization. Note that the values being configured for each organization should be unique and also the same values should be present in your Concur employee roster as well.
   
   Once you have completed the 6th step, the setup for employee roster sync via Concur at parent level is now complete. The state of the Concur integration will change to ‘Enabled’ and it will also display the number of linked child orgs with active Concur set up for employee roster sync.
   

¶ FAQs

1. How many Uber for Business dashboard can you link to Concur?
With parent level integration of Concur, you have the flexibility of setting up Concur receipt forwarding and employee roster sync for all your dashboards under parent.

2. How to enable Concur for the parent organization?

• In the parent dashboard navigate to the profile section on top right > Integrations.
• Complete the SAP Concur integration with Uber for Business application by going to your Concur administrative account
• Once connected, login to Uber for business dashboard and select your parent organization
• Choose which available features you want to enable for Concur namely receipt forwarding and employee roster sync
• If roster sync is selected, additionally choose a category for grouping organizations as shown below- Country, State or City. You only have to choose one category.
• Based on the chosen category, fill in the child organization details.
• Once all the details are saved, Concur roster sync Setup is complete.

3. How to edit Concur settings?

• Navigate to the profile section on top right > Integrations.
• The Concur integration will appear with the edit settings option. Click on ‘edit settings’.
• Concur details option on left navigation allows you to make changes to Concur settings.
• Second tab, Manage organizations’ allows updating details related to child organizations.

4. How to disable Concur integration?

• Navigate to the profile section on top right > Integrations.
• The Concur integration will appear with the edit settings option. Click on ‘edit settings’.
• On the ‘Concur details’ tab the Disable Concur button at the end allows you to Disable your concur integration.

5. How to enable Concur employee roster sync for only certain child organizations in our parent org?
You can enable Concur employee roster sync for only certain child orgs in your parent organization by filling in the category details of only selected orgs in the Concur setup flow.

• In the parent dashboard navigate to the profile section on top right > Integrations.
• Complete the SAP Concur integration with Uber for Business application by going to your Concur administrative account
• Once connected, login to Uber for business dashboard and select your parent organization
• Choose which available features you want to enable for Concur namely receipt forwarding and employee roster sync
• If roster sync is selected, additionally choose a category for grouping organizations as shown below- Country, State or City. You only have to choose one category.
• Based on the chosen category, fill in the child organization details for only those orgs you want to enable
• Once all the details are saved, Concur roster sync Setup is complete.

6. How to enable Concur e-receipt forwarding only for only certain child organizations in our parent org?
Currently we do not support this feature. When you enable e-receipt forwarding, it gets enabled for all organizations under your parent organizations by default.
Note that only for organizations with decentralized billing the e-receipt forwarding functionality will work.

7. Can the employee be made part of groups as part of Concur employee roster sync?
No. Concur employee sync today does not support group sync. We are working closely with Concur to unlock this as a feature enhancement.

8. Once Concur is enabled at parent level, how will Concur integration tab show up in the child dashboard?
For all child orgs with active Concur sync from parent dashboard (meaning there is an Org ID against the child org in the Concur form)- the Concur card on Integrations tab in the child dashboard would be in ‘enabled’ and ‘read-only’ state.
Note that receipt forwarding will only be shown as enabled for decentralized orgs

9. If we are able to distribute a roster across multiple dashboards based on attributes, could we use that same logic to select certain attributes for one dashboard and not completely add the full roster?
Yes , we can select attribute for one dashboard by linking a parent to the standalone org