¶ General Overview

1. What is Uber for Business?

   Uber for Business is a platform that helps companies manage transportation and meal solutions for employees, clients, and guests. It offers customizable travel programs and streamlined billing. Businesses can use the platform to manage ground transportation, subsidize commutes, provide courtesy rides, arrange employee meals, offer event rides, share vouchers, and more.

2. What is this integration and how does it work?

   This integration connects Uber for Business with Concur Expense, facilitating organization-wide, automated digital receipt transfer and spend visibility. When a user completes a ride with Uber or orders on Uber Eats using their business profile, the receipt from that transaction appears automatically in Concur Expense.

3. How does the integration simplify expense management for employees?

   When a traveler completes a ride with Uber or places an order with Uber Eats, the receipt from that transaction appears automatically in Concur Expense, reducing manual effort, saving time, improving accuracy, and enhancing compliance with receipts directly from the source.

4. How is this integration different from the Uber integration?

   The Uber for Business integration with Concur Expense is built specifically for organizations — not just individual users. While the standard Uber integration helps forward receipts to Concur Expense, the Uber for Business integration goes further:

   • Enhanced receipts with itemized fare details, tip consolidation, and full Uber Eats support
   • Automatic receipt uploads for all employees linked to your company’s account, no manual setup required
   • Admin controls to manage policies, enforce spending limits, and get visibility into company-wide travel and meal spend
   • Streamlined onboarding and support for broad employee adoption

   In short, it’s a more powerful, centralized solution designed to support your company’s travel and expense program at scale.

5. What does the integration cost?

   There is no signup fee for Uber for Business, and there is no cost to access the integration with SAP Concur.

6. Where is this integration available?

   Uber for Business is available in over 70 countries globally. Concur Expense is a requirement for this integration.

7. How can I learn more?

   Visit the Uber for Business listing in the SAP Concur App Center.

¶ Benefits & Value Proposition

1. Why should I use Uber for Business if some of my employees already use the Uber e-receipt integration with SAP Concur?

   The Uber for Business integration with Concur Expense helps organizations control costs by implementing guardrails that help employees stay compliant with travel policies. It also provides visibility into employee travel activity, allowing admins to monitor spend, enforce policies, and access trip details like cost, time, and city data — all from a single dashboard. Plus, onboarding employees is seamless with just a few clicks. The integration also avoids the need for individual employees to set up their own connection, making it more scalable at the organization level.

2. What enhancements have been made to the integration?

   Uber receipts now have more details like a consolidated transaction and tip (where applicable), more granular breakdown of fees across transaction, taxes, refunds, and cancellations, and — for Uber Eats — include menu items, Group Orders, and attendees. Matching of credit card transactions has been improved, limiting manual expense effort. Now, there’s clearer differentiation in expenses between Uber Eats and rides with Uber, with Uber Eats assigned to the “Meals” expense type, and listed as a distinct vendor. Reliability and stability have also improved.

3. How do travelers take a personal versus business ride with Uber?

   It’s easy to seamlessly switch between personal and business profiles within the Uber app. After entering a destination address, a toggle will be displayed toward the bottom of the screen to select whether the trip is personal or for business (indicated with a briefcase icon or company logo). When they complete a trip on their business profile, an expense will automatically be created in Concur Expense and an e-receipt will be attached.

¶ Setup & Onboarding

1. How do I set up the Uber for Business integration with SAP Concur?

   To get started, your organization’s administrator must visit the Uber for Business listing in the SAP Concur App Center and select Connect. The admin’s email address will be shared with Uber. Next, follow the Uber for Business onboarding flow to complete the setup.

2. Who can enable the integration?

   The SAP Concur Admin must have all of the following permissions: Program Administrator, Authorized Support Contact, and Web Services Administrator. Uber for Business Admin access must also be permissioned to enable the integration.

3. Do employees need to take action to start using the integration?

   After setup is complete, individual users (e.g., employees) will receive emails or communications from Uber for Business, inviting them to join their company’s account. After individual users link their accounts, they will receive e-receipts for rides with Uber or Uber Eats orders. If an employee has already joined their company’s Uber for Business account, no additional setup is required.

4. After linking their account, how would an employee verify it’s working?

   In the Uber app, the traveler would switch to their business profile before confirming their ride. The traveler should see their company name and, in some cases, the logo at the bottom of the screen, confirming that their company’s Uber for Business profile is applied.

5. How does the integration work when a company uses Concur Travel and/or Expense?

   • If a company uses both Travel & Expense, all active employees from both will pull into the system.
   • If only Travel is used, we do not integrate.
   • If only Expense is used, then only Expense users will pull.
   • Some accounts churned in the past because both Travel & Expense pulled in and the customer was not aware of this behavior.

6. We use Concur Travel but not Concur Expense. Can we still use Roster Sync?

   Yes, you can use Roster Sync for managing employee rosters. However, e-receipts will not be sent since Concur Expense is not enabled.

¶ Expense & Receipt Management

1. Will tips be a separate expense or consolidated with the ride?

   With the enhanced integration, trip expenses and receipts consolidate into a single expense item and include tips (if configured in your Uber for Business dashboard). If the tip is added after 24 hours, it will come through as a separate expense.

2. An employee on my org tipped within 24 hours and the tip was not consolidated — what happened?

   • The process of bundling a trip and tip is more complex than solely time between charges. A vast majority of trip + tips will be bundled if the tip occurs within 24 hours, but there could be a lack of bundling if the rider’s account has been flagged as a risk.
   • This is largely due to the involvement of a third party to the integration, the corporate credit card companies. Credit card processing methodology is influenced by several complex factors, not just time of charge.
   • As a result, if a rider is flagged for credit risk, their credit card charge might occur before bundling can occur. However, as a general rule of thumb, the earlier a rider tips (including tipping during the trip), the higher the likelihood that the trip and tip will be bundled during credit card processing.

3. How are adjustments handled (e.g., trip fare reduced or additional charges added)?

   • If a trip fare is adjusted after completion (e.g., fare reduced or an additional charge applied), Uber will update the trip receipt to reflect the change.
   • On the Concur side, the original expense line item does not get updated. Instead, Concur will most likely create a new expense line item for the adjusted amount unless Uber can bundle the adjustment with the original fare.
   • Users may see multiple line items in Concur for the same trip — one for the original fare, and another for the adjustment.

4. Can Uber for Business be used with a non-corporate card?

   Transactions come in as out-of-pocket expenses since there is no corporate card on the transaction.

5. How does expense type work? Can the logic be changed?

   • For Uber receipts, Concur predicts and categorizes the Expense Type. Each company sets up its own Expense Types to match their policies.
   • If the company’s logic does not match the desired category, Concur admins can adjust the configuration.

6. What happens if a user changes the payment profile after the trip has been taken?

   If an employee accidentally takes a trip on the business profile and then switches to personal, Uber will refund that trip to the Concur balance and charge the card on the personal profile. Employees must manually delete the expense created in Concur.

¶ Roster Sync & Employee Management

1. How many Uber for Business dashboards can be linked to Concur?

   • Only one instance of Concur can be connected to one Uber for Business account.
   • If a customer has multiple Uber for Business accounts, they will need corresponding Concur app accounts for each, and vice versa.
   • Another option is to explore parent-level roster sync integration here.

2. How often does the employee roster update?

   • The initial sync is triggered immediately when Employee Sync is set up, though changes may take time to reflect based on the number of employees.
   • After the first sync, the Concur roster updates four times daily, approximately every six hours.

3. Do Groups and Policies work with Concur Employee Roster Sync?

   • Concur roster sync does not affect existing Groups and Policies.
   • New employees are added to a default group automatically.
   • To move users to custom groups:
     • Export the roster.
     • Update the group field.
     • Re-upload the updated file via the business dashboard.
   • Newly added employees will need to be manually assigned to their respective groups.

4. What happens if we enable the Concur Roster integration for an existing Uber for Business account?

   • The Concur employee roster will begin syncing with the Uber for Business account.
   • Roster Sync will only add new users to the account. Existing users will not receive duplicate invitations.
   • E-receipts for trips taken on the business profile will automatically flow into employees’ Concur expense accounts.

5. Can I use the Concur app without enabling Roster Sync?

   • Yes, the Concur app can function without Roster Sync.
   • After enabling e-receipt integration, you can manage the employee roster by uploading a custom list via:
     • CSV files
     • SFTP
     • SCIM

¶ Support & Troubleshooting

1. Where should travelers or admins go for support?

   An SAP Concur user with authorized permissions can open a case through the Support Portal. To log a case:

   • After signing in to SAP Concur, select the “?” icon (top right), then select Contact Support.
   • Select Support.
   • Select Create a Case.
   • Enter/select the required fields marked in red.
   • Enter your email address to receive updates from Support.
   • Click Save after completing the mandatory fields. This will generate a new case number for the issue reported.
   • SAP Concur Support will triage the issue with the Uber team to find a resolution.

   If travelers encounter an issue with Uber for Business receipts in Concur Expense, they should reach out to their SAP Concur admin to create a Support case.