Synchronize visit expenses to SAP Concur by linking them to an expense report. New and
existing records sync automatically after they are associated with an expense report.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
Before linking visit expenses to concur, ensure that expense type records are created
Create an expense report so you can associate it with visit expenses. Your admin can
also create expense reports on your behalf and transfer ownership to you before
syncing.
Note Linking expenses to a report is required to automatically sync the records with SAP
Concur.
From the App Launcher, find and select Expense Reports.
Click New.
Enter a name and description for the expense report.
Save your changes.
Create an Expense and Link it to the Report
To ensure that your expense automatically syncs to SAP Concur, create an expense record
and link it to an expense report.
From the Expenses tab on a visit record, click New.
Select your reporting preference.
To create an expense without the receipt, select Expense
Only.
To create an expense with the receipt, select Expense &
Receipt.
Note Capture or upload the image of the receipt before filling out the expense
details.
Enter the expense details.
Select an expense type.
Select an expense report.
Expenses that aren't linked to a report won't sync to SAP Concur.
Select a currency.
Enter the expense amount.
Optionally, enter a description.
Save your changes.
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