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How do I Add Account Details to Concur?

Published in Finance 2 mins read

Adding account details to Concur depends on the specific context. Here are a few possibilities:

Adding Your Personal Account Details

  1. Log in to your Concur account.
  2. Navigate to your profile settings. This is usually found under your name or profile picture.
  3. Locate the section for adding account details. This might be labeled "Account Information," "Personal Details," or something similar.
  4. Enter your desired information. This could include your name, address, phone number, and other relevant details.
  5. Save your changes.

Adding a New Account to Concur

  1. Log in to your Concur administrator account.
  2. Go to the "Users" or "Employees" section.
  3. Click on "Add User" or "Add Employee."
  4. Fill in the required information for the new account. This includes the user's name, email address, and other relevant details.
  5. Choose the appropriate user role or permissions.
  6. Save the new account.

Adding Bank Account Details for Reimbursements

  1. Log in to your Concur account.
  2. Navigate to the "Payment" or "Reimbursements" section.
  3. Look for an option to add bank account details. This may be labeled "Add Bank Account" or something similar.
  4. Enter your bank account information. This includes your bank name, account type, account number, and routing number.
  5. Verify your bank account details. Concur may require you to verify your bank account information by making a small deposit.
  6. Save your bank account information.

Remember to consult your company's Concur documentation or contact your Concur administrator for specific instructions.

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