Enable AppZen in Concur

 

There are 4 steps to take to enable AppZen Audit for your Concur account

Before you start you will need to send Concur your Letter of Authorization, please speak to your AppZen Account Executive to get this form.

You will also need to confirm which version of Concur you have.

 


Edition 

How to identify

Small Business AppZen Audit does not support the Small Business version of Concur
Standard Edition Have your Administrator login.  If they see a SETUP menu with a sub option for EXPENSE within the ADMINISTRATION menu this is the Standard edition.
Professional  Have your Administrator login.  If they do not see the EXPENSE option within the ADMINISTRATION menu at the top of the page you have the Professional/Premium edition.
Premium Have your Administrator login.  If they do not see the EXPENSE option within the ADMINISTRATION menu at the top of the page you have the Professional/Premium edition.

 

Here are the steps to enable AppZen Audit for your Concur account:

1. Create a new user with Web Service Administrator Rights

2. Enable AppZen as a Partner Application

3. Provide AppZen with Credentials for the new user

4. View audited Reports in AppZen Audit Console

 

 

Step 1: Create a new user with Web Service Administrator Rights

 

Concur Standard Account – Click on Administration->Setup->Expense. Then click on Users on left tab

and then click Create/Edit User. Create a new user (e.g. appzen@yourdomain.com) and ensure that

newly created user has all the permissions checked.

 

Concur Professional/Premium Account –Click on Administration tab & then click into the Company

Admin menu. Click Add New User

 
 
 
 
 
Step 1A: Give the user Web Service Administrator Rights (Concur Professional/Premium Edition only)
 
 
While still in the Administration area, click User Permissions

• Find the newly created user and select Add to grant the following permissions:

1. Web Services Administrator.

2. Expense User

3. Expense Approver

4. Report Admin

5. Report User

6. User Admin (ReadOnly)
 
 
 
Step 2: Enable AppZen as a Partner Application

Click on Administration->Company->Web Services. Then click on “Enable Partner Application” and find

AppZen Expense Report Audit in the list partner applications.
 
 
 
 
 
Select AppZen Expense Report Audit partner application and then click the Enable button. Then, click

Yes to give AppZen access to your data.
 
 
 
Verify that the AppZen Application is now enabled.
 

 

 

Step 3: Provide AppZen with Credentials for the new user

Please provide your account executive the credentials for the new user with Web Service Administrator

rights. Please use either encrypted e-mail or provide the user name and password over the phone.

 

Step 4: View Audited Reports in AppZen Audit Console

The AppZen implementation team will then create an account for you and link it to your Concur

account. You will be able to login to the AppZen Audit console and view the risk score assigned to each

Expense Report.

 

Reports submitted in Concur will be automatically pulled at hourly intervals and automatically audited.