PTA Payment System - SAP Concur
Baywood PTA has established the SAP Concur system to manage expense reimbursement and payment of invoice requests (Analysis of the transition). This not only enhances and eases the process for everyone but also eliminates the myriad of paper receipts, paper forms and missing approval signatures. Once you submit the request online it will be a seamless process. Using SAP Concur mobile app, you will be able to easily capture & store receipts, submit expense reports and also to approve expense and invoice reports. So please install the mobile app and sign in. Please find picture based easy user guides links given below specifically created for Baywood PTA use. If you have any questions or need help, please reach out to the PTA treasurer at Treasurer@baywoodpta.org.
First time signing in to Concur:
For your login credentials, please reach out to the PTA treasurer. When you sign in for the first time, please follow the steps given below as it is important to sign in to the Concur website before using the mobile app.
1. Sign in to the Concur.com website (how?)
2. Verify your email (how?)
3. Download the SAP Concur mobile app (Apple Store, Google Play)
4. Sign in to the SAP Concur mobile app (how?) and you are ready to use Concur!
Picture based easy user guides:
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General Website Link: Concur.com Mobile Link: Apple Store, Google Play How to verify email? Web
Reports How to view/download reports? Web
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Expense - Baywood Staff How to take pictures of the receipt? Mobile
Expense How to capture expenses? Mobile, Web How to submit expense report? Mobile, Web How to approve expense report? Mobile, Web How to recall expense report? Mobile, Web
Invoice How to submit invoice report? Web, or Email PTA Treasurer |
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Terminology Used: Expense - Details of a purchase receipt with an image/pdf of the purchase receipt Invoice - Details of an invoice with an image/pdf of the invoice Expense Report - Report containing one or multiple Expenses (Expense Reimbursement Request) Invoice Report - Report containing an invoice (Payment of Invoice Request) |
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Important notes:
- Please combine your expenses overtime and submit it as a single expense report to reduce the report costs. School Staff, please keep adding the expenses to a report till its close to the allocated budget then submit it for reimbursement to reduce the report costs.
- To "submit invoice" please use the Concur website in a computer as this feature is not available in the mobile app. Otherwise please feel free to email the invoice to the PTA treasurer and the treasurer could upload the invoice to the system.
- Use the mobile app for all the other processes - capture expenses, submit expense reports, approve expense or invoice reports.
- If you have receipts in email such as Amazon order, please forward it to receipts@expenseit.com from your verified email address and the expense would automatically be added to your profile within minutes. You can also email PDF or Image file of your receipts.
Questions? Please reach out to the PTA treasurer at Treasurer@baywoodpta.org
