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Duration 14 hours
Course Outline
Introduction
SAP Concur Overview
- Introduction to the SAP Concur platform and its various modules
- Primary advantages of utilizing SAP Concur
- Application of SAP Concur for travel, expense, and invoice management
- Navigation through the SAP Concur interface
Configuring SAP Concur
- User roles and permission structures
- Tailoring user profiles
- Establishing policies for travel, expense, and invoice approvals
- Integration with corporate travel partners and existing systems
Travel Management via SAP Concur
- Booking travel arrangements through SAP Concur
- Managing travel preferences and itineraries
- Generating and approving travel requests
- Enforcing travel policy compliance through system controls
- Best practices for efficient travel management
Expense Management
- Fundamentals of expense reporting
- Submitting expenses: receipts, mileage, and other costs
- Processing approvals and rejections of expense reports
- Overseeing compliance with expense policies
- Leveraging mobile capabilities for expense submissions
- Integration with corporate credit cards and direct data feeds
Invoice Management
- Overview of the SAP Concur Invoice module
- Automation of vendor invoice processing
- Handling purchase orders and payment approvals
- Creation and processing of invoices
Reporting and Analytics
- Utilizing SAP Concur's reporting tools for travel and expense oversight
- Interpreting key metrics and KPIs
- Customizing reports for various departments
- Data export and integration with external systems
Advanced SAP Concur Capabilities
- Tailoring travel and expense policies
- Auditing travel and expense submissions for compliance
- Automating approval and rejection workflows
- Improving integration between SAP Concur and external platforms
Troubleshooting and Support
- Identifying common issues and resolution strategies
- Managing system updates and configurations
- Resources for continued learning and support
Conclusion and Future Steps
Requirements
- Fundamental computer literacy
- Understanding of basic financial principles
Target Audience
- Finance managers
- Travel managers
- Expense administrators
- Procurement officers
Testimonials (2)
The exercise and Q&A
Aristantia
Course - SAP MM
passion of the trainer, kindness and good in working with a team.