November 16 2012 Managing Concur's Mobile App Page 1 of 7

Managing Concur's
Mobile App
November 16 2012
Applies to these Concur solutions:
Expense
Travel
Travel & Expense
Travel Request
Invoice
This Guide
This guide is provided for client
administrators.
Refer to the Introduction to Concur's mobile
app (for each mobile device) for information
about:
Available features in the mobile app
End-user registration and installation
Using the mobile app
Contents
Required Roles ......................................... 1
Expense Transactions Managing Expense
Types ..................................................... 1
Clearing Data on a User's Device; Lost Device;
Reset PINs .............................................. 1
Reporting an Issue with Concur ................. 2
Checking the Version ................................ 3
Android ............................................... 3
BlackBerry ........................................... 4
iPhone ................................................. 4
Current Version Available ....................... 4
Sending an Error Log to Concur ................. 5
BlackBerry ........................................... 5
iPhone /iPad ......................................... 6

Required Roles
The only required permissions/roles are:
Travel User (for the Travel-related features)
Expense User (for the Expense-related features)
Expense Approver (for the Expense approver features)
Travel Request Approver (for the Travel Request approver features)
Payment Approver (for the Invoice approver features)
The registration and installation process is described in Introduction to Concur's
mobile app (for each mobile device).
Expense Transactions Managing Expense Types
If your company uses the Expense features of Concur's mobile app, your users can
create, edit, and delete mobile expenses. By default, all of the expense types that
are available in the Web-based version of Concur are available on the mobile device.
Since that list may be cumbersome, consider abbreviating the list of expense types
to those that are more appropriate for use on mobile devices.
To do so, contact Concur Client Support.
Clearing Data on a User's Device; Lost Device; Reset PINs
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Minimal information is stored locally on the mobile device, for example, information
entered off-line is stored until the app reconnects to the Internet and syncs with
Concur. Credit card information is never stored on the mobile device.
If a user loses a mobile device (with Concur's mobile app installed), the user should
immediately change his/her mobile PIN using the Web-based version of Concur. To
do so, the user accesses Profile > Mobile Registration, enters and verifies the PIN,
and selects Update/Create Mobile
PIN.
In addition, the company's User
Administrator should wipe the data
off the mobile device. If the
Remote wipe mobile device flag
is set, the next time a user logs in
to the mobile app (either through
manual login or auto-login), all
mobile data will be cleared from the
device.
Administrators can also use this
option to re-set a user's PIN.
Reporting an Issue with Concur
When reporting a case for the mobile app, note that the same permissions are
required as if you are reporting an issue for Travel & Expense, Travel, Expense,
Travel Request, or Invoice. To report an issue:
1. Log in to https://community.concur.com
2. In the Support area, click Create a Case.
3. For the subject, enter Concur Mobile [brief description].
4. For the case details, enter:
User's mobile login
User's name
User's device (BlackBerry Bold, iPhone, etc.)
Version of the mobile app (Refer to Checking the Version in this guide.)
Detailed steps to reproduce:
Which screen was the user on?
What was the user trying to do?
What should have happened?
What happened?
If this issue can be reproduced, can the user send the device logs to
Concur (Refer to Sending an Error Log to Concur in this guide.)
5. Select the product, the category, and the severity.
6. Submit the case.
This setting appears
only for users who
have registered for
the mobile app.
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Checking the Version
To check the version that the user currently has, follow the steps shown below.
Android
To check the version number on the Android:



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BlackBerry
To check the version number on the BlackBerry:

iPhone
To check the version number on the iPhone:

Current Version Available
To determine the most current version of the mobile app, refer the Version
Information section of the most recent mobile Release Notes, which are available in
the Concur Client Central > Document Library > Concur Mobile App.
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Sending an Error Log to Concur
BlackBerry
To send a log to Concur, first, turn on logging and then recreate the issue. To do so:
1. On the login screen, select Menu > Options.

2. Select the Enable Debug Mode check box.

3. When this message appears, click OK.

4. Select the BlackBerry Back button and save when prompted.
5. Log in and try to re-create the issue.
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6. When done, select Menu > Options.
7. Select Send Debug Log.
8. Click OK.
iPhone /iPad
For the iPhone, select from Concur Home - then Send Log


For the iPad, select Settings, and then Send Log.

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When a crash occurs, information about the crash is logged. The next time the app is
launched, the app:
Notifies the user
Offer to send the log via email
Opens email
Ask what the user was doing when crash occurred
Send logs to Mobilesupport