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FAQ

  1. How many Uber for Business dashboards 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 linked child dashboards under parent dashboard

  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 the parent level, how will the Concur integration tab show up in the child dashboard?
    For all child orgs with active Concur sync from the 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

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