Protect every expense report, invoice, and approval chain in SAP Concur
with continuous, automated backups.
Scalable pricing designed for businesses of every size. Start free, upgrade as you grow.
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All plans include 99.9% uptime SLA and 24/7 customer support
Protect every expense report, invoice, and travel record in SAP Concur with secure, automated backups.
Instantly view and verify your data before recovery so every transaction is accounted for.
Keep your financial approvals, reimbursement workflows, and compliance records safe from deletion, corruption, or downtime and restore operations within minutes when it matters most.
In many organizations, Concur plays a critical role in managing expense reporting, travel, and other financial processes. However, when it comes to data retention and backup, assumptions can lead to vulnerabilities.
Here's two scenarios where you might realize the importance of backing up your Concur data:
Scenario 1. Concern Over Data Retention:
You may have believed that Concur retains all of your data indefinitely. It’s easy to assume that your company’s expense reports, invoices, and employee information will always be there, safe within Concur's systems.
Over a long period of time, you might wonder: "Is Concur really holding onto this information? Or could it be deleted after a certain period?"
1. Your organization’s HR or compliance team might need past employee data for audits or regulatory requirements. Discovering gaps in retention or realizing that Concur's default retention policies might not align with your needs, can be unsettling. This is where having a reliable backup of your Concur data becomes essential.
2. When an employee leaves the company, Concur automatically removes or deactivates a significant amount of data from that employee’s profile. This includes expense reports, receipts, and other financial information linked to their account.
Scenario 2. Potential Migration to Another Application
The possibility of switching to a different application is another reason to consider backing up your Concur data. If your company decides to migrate to a new expense management or ERP solution in the future, the continuity and accessibility of your existing data will be critical.
Without a proper backup plan, you could face a scenario where transferring data from Concur to the new system becomes difficult or incomplete. Having a backup ensures that all your expense reports, employee records, and financial documentation remain intact and accessible throughout the migration process. It also gives you flexibility, as you won't be solely dependent on Concur’s systems to maintain the integrity of your historical data. In case one is being overly dependent on a service provider (like Concur) for storing and accessing data, there can come a time when and If Concur decides to retain exclusive control over historical records, one can face two key challenges:
1. Limited Flexibility to Switch Providers: If the company wishes to move to another expense management system, they need to ensure that all historical data from Concur is accessible and transferable. If Concur has exclusive control over the data, it could make it difficult—or expensive—to migrate to another platform. This lack of portability can "hold the company hostage" because they may feel trapped using Concur to maintain access to critical data.
2. Data Access Risks: Relying solely on Concur to store this data means that if the company ever wants to switch providers or access historical data outside the Concur environment, they could face significant roadblocks. Concur may have specific export restrictions, limited functionality for bulk data retrieval, or even policies that make accessing old data more difficult (e.g., once a contract is terminated). This could limit the company’s control over its own information.
Like other SAP cloud applications, Concur advises enterprises to maintain an external backup plan to safeguard against data loss.
SAP’s documentation highlights that while the platform stores and syncs expense data securely, recovery options are limited when records are accidentally deleted or corrupted by third-party integrations.
Relying solely on native storage is risky when multiple tools feed into your financial workflows.
External backups ensure the data that drives your accounting and expense processes always remains recoverable and compliant.
FAQs
Yes, the data is encrypted using customer-managed encryption keys.
Yes, Zoom Backup supports backup on Google Cloud (GCP), Amazon Web Services (AWS), and Microsoft Azure.
Yes, custom fields can be included in the backup solution, especially in higher-tier plans.
Data is backed up daily, with options for more frequent backups in advanced plans.
Data can be retained for up to 7 years, based on your selected retention policy.
Yes, Zoom Backup provides an option for immutable backups to prevent data tampering or deletion.
Backup time depends on data size—initial backups may take several hours, while subsequent incremental backups are significantly faster.
Yes, the backup includes File Cabinet folders.