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Duration 14 hours
Course Outline
Introduction
Overview of SAP Concur
- Introduction to the SAP Concur platform and its various modules
- Principal advantages of utilizing SAP Concur
- Application of SAP Concur in travel, expense, and invoice management
- Navigating the SAP Concur user interface
Setting Up SAP Concur
- Defining user roles and permissions
- Customizing individual user profiles
- Establishing policies for travel, expense, and invoice approvals
- Integrating with corporate travel partners and existing systems
Travel Management with SAP Concur
- Booking travel arrangements via SAP Concur
- Overseeing travel preferences and itineraries
- Generating and processing travel requests
- Enforcing travel policy adherence through the system
- Recommended practices for effective travel management
Expense Management
- Fundamentals of expense reporting
- Submitting expenses, including receipts, mileage, and other costs
- Reviewing and approving or rejecting expense reports
- Maintaining compliance with established expense policies
- Leveraging mobile features for expense submission
- Connecting with corporate credit cards and direct feed sources
Invoice Management
- Overview of the SAP Concur Invoice module
- Automating the processing of vendor invoices
- Overseeing purchase orders and payment approvals
- Generating and processing invoices
Reporting and Analytics
- Utilizing SAP Concur's reporting tools for managing travel and expenses
- Interpreting key metrics and KPIs
- Tailoring reports for various departments
- Exporting data and integrating with other systems
Advanced SAP Concur Features
- Refining travel and expense policies
- Auditing travel and expense submissions for compliance
- Automating approval and rejection workflows
- Strengthening the integration of SAP Concur with external systems
Troubleshooting and Support
- Addressing common issues and resolution strategies
- Managing system updates and configuration changes
- Accessing resources for continued learning and support
Summary and Next 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.
