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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
 14 Hours

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