Managing Concur's Mobile App

Transcription

1 Managing Concur's Mobile App November 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 Applies to these Concur solutions: Expense Travel Travel & Expense Travel Request Invoice 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 November Managing Concur's Mobile App Page 1 of 7

2 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. This setting appears only for users who have registered for the mobile app. 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 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. November Managing Concur's Mobile App Page 2 of 7

3 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: November Managing Concur's Mobile App Page 3 of 7

4 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. November Managing Concur's Mobile App Page 4 of 7

5 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. November Managing Concur's Mobile App Page 5 of 7

6 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. November Managing Concur's Mobile App Page 6 of 7

7 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 Opens Ask what the user was doing when crash occurred Send logs to Mobilesupport November Managing Concur's Mobile App Page 7 of 7