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Course Outline
Introduction
Overview of SAP Concur
- Introduction to the SAP Concur platform and its constituent modules
- Key advantages of deploying SAP Concur
- Application of SAP Concur in travel, expense, and invoice management
- Navigating the SAP Concur user interface
Configuring SAP Concur
- Defining user roles and access permissions
- Customizing individual user profiles
- Establishing policies for the approval of travel, expenses, and invoices
- Integrating with corporate travel partners and internal systems
Travel Management via SAP Concur
- Processing travel bookings through SAP Concur
- Managing travel preferences and itineraries
- Initiating and approving travel requests
- Enforcing travel policy compliance through system controls
- Best practices for effective travel management
Expense Management
- Fundamentals of expense reporting
- Submitting expenses, including receipts, mileage, and other costs
- Reviewing, approving, or rejecting expense reports
- Maintaining compliance with established expense policies
- Leveraging mobile capabilities for expense submissions
- Integrating with corporate credit cards and direct feed services
Invoice Management
- Overview of the SAP Concur Invoice module
- Automating the processing of vendor invoices
- Managing 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
- Exporting data and integrating with external systems
Advanced Features of SAP Concur
- Refining travel and expense policies through customization
- Auditing travel and expense submissions to ensure compliance
- Automating approval and rejection workflows
- Enhancing the integration between SAP Concur and external platforms
Troubleshooting and Support
- Identifying common issues and their resolutions
- Managing system updates and configuration changes
- Accessing resources for further learning and support
Summary and Next Steps
Requirements
- Proficiency in basic computer operations
- Understanding of fundamental financial concepts
Target Audience
- Finance managers
- Travel managers
- Expense administrators
- Procurement officers
14 Hours
Testimonials (2)
The exercise and Q&A
Aristantia
Course - SAP MM
passion of the trainer, kindness and good in working with a team.
