SAP Concur Training Course
SAP Concur is a cloud-based solution engineered to streamline travel, expense, and invoice workflows for businesses. It empowers organizations to automate and optimize these operations, driving efficiency, enforcing corporate policy compliance, and providing enhanced oversight over expenditures.
This instructor-led live training (available online or onsite) targets finance managers at the beginner level who want to gain insight into SAP Concur’s functionality, real-world applications, and configuration capabilities.
Upon completing this training, participants will be equipped to:
- Grasp the core functionality and interface of SAP Concur.
- Configure and tailor SAP Concur to meet specific organizational requirements.
- Effectively manage travel, expenses, and invoices.
- Uphold travel and expense policy compliance through SAP Concur’s automated mechanisms.
- Leverage reporting and analytics tools to refine travel and expense management strategies.
Course Format
- Interactive lectures and discussions.
- Extensive practical exercises.
- Hands-on implementation within a live-lab environment.
Customization Options
- To arrange a customized training session for this course, please reach out to us.
Course Outline
Introduction
Overview of SAP Concur
- Introduction to the SAP Concur platform and its modules
- Key advantages of adopting SAP Concur
- SAP Concur’s role in travel, expense, and invoice management
- Navigating the SAP Concur interface
Setting Up SAP Concur
- User roles and permissions
- Customizing user profiles
- Establishing policies for travel, expense, and invoice approvals
- Integration with corporate travel partners and systems
Travel Management with SAP Concur
- Booking travel via SAP Concur
- Managing travel preferences and itineraries
- Creating and approving travel requests
- Enforcing travel policy compliance through the system
- Best practices for travel management
Expense Management
- Introduction to expense reports
- Submitting expenses: receipts, mileage, and other costs
- Approving and rejecting expense reports
- Managing compliance with expense policies
- Utilizing mobile features for expense submission
- Integration with corporate credit cards and direct feeds
Invoice Management
- Overview of the SAP Concur Invoice module
- Automating vendor invoice processing
- Managing purchase orders and payment approvals
- Creating and processing invoices
Reporting and Analytics
- Using SAP Concur’s reporting tools for travel and expense management
- Understanding key metrics and KPIs
- Customizing reports for different departments
- Exporting data and integrating with other systems
Advanced SAP Concur Features
- Customizing travel and expense policies
- Auditing travel and expense submissions for compliance
- Automating workflows for approvals and rejections
- Enhancing the integration of SAP Concur with external systems
Troubleshooting and Support
- Common issues and how to resolve them
- Managing system updates and configurations
- Resources for further learning and support
Summary and Next Steps
Requirements
- Fundamental computer literacy
- Understanding of basic financial concepts
Target Audience
- Finance managers
- Travel managers
- Expense administrators
- Procurement officers
Open Training Courses require 5+ participants.
SAP Concur Training Course - Booking
SAP Concur Training Course - Enquiry
SAP Concur - Consultancy Enquiry
Testimonials (2)
The exercise and Q&A
Aristantia
Course - SAP MM
passion of the trainer, kindness and good in working with a team.
NOXOLO - Vergenoeg Mining Company
Course - SAP PM Fundamentals to Advanced
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