Concur Project Plan *Contract Assignment
Haston-Williams - Addison, TX

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Concur Project Plan

The candidate for this project should have extensive experience and knowledge of implementing Concur Technologies Professional Edition North America including Travel and Expense, Expense Pay and Service Admin Elite.

Project Description:
Analyze existing set up and make necessary changes based on new chart of accounts, authorization matrix and travel policy.

Analyze technical aspects of Concur including setting up Expense Pay, information flow and reporting.

Project Requirements


Add, update and change the following as necessary:
Feature Hierarchies

Custom Lists

Employee forms, groups, ledgers and delegate configuration

Workflows, audit rules and validation rules

Expense types and account codes

Expense entry forms, allocation forms, attendee forms

Set up and implement use of Project Codes

Expense Pay (payment types, banking information)

Test changes in production environment


Create and configure reports

Train accounting staff on Concur’s Reporting Solution


Offer suggestions on adoptions, strategies and goals