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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

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