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Course Outline
Introduction
SAP Concur Overview
- Introduction to the SAP Concur platform and its various modules.
- Key advantages of adopting SAP Concur.
- Managing travel, expenses, and invoices within SAP Concur.
- Navigating the SAP Concur user interface.
Setting Up SAP Concur
- Defining user roles and access permissions.
- Customizing user profiles and preferences.
- Establishing policies for travel, expense, and invoice approvals.
- Integrating with corporate travel partners and existing systems.
Travel Management with SAP Concur
- Booking travel via the SAP Concur platform.
- Managing travel preferences and itineraries.
- Creating and processing travel requests.
- Enforcing travel policy compliance through system controls.
- Best practices for effective travel management.
Expense Management
- Basics of expense reporting.
- Submitting expenses, including receipts, mileage, and other costs.
- Approving or rejecting expense submissions.
- Ensuring adherence to expense policies.
- Utilizing mobile features for expense entry.
- Integration with corporate credit cards and data feeds.
Invoice Management
- Overview of the SAP Concur Invoice module.
- Automating the processing of vendor invoices.
- Handling purchase orders and payment approvals.
- Creating and managing invoice workflows.
Reporting and Analytics
- Applying SAP Concur reporting tools for travel and expense insights.
- Analyzing key metrics and KPIs.
- Tailoring reports for specific departments.
- Exporting data and integrating with other business systems.
Advanced SAP Concur Features
- Refining travel and expense policies.
- Auditing submissions for compliance integrity.
- Automating approval and rejection workflows.
- Enhancing integration with external systems.
Troubleshooting and Support
- Identifying and resolving common issues.
- Managing system updates and configuration changes.
- Accessing resources for continuous learning and support.
Summary and Next Steps
Requirements
- Fundamental computer literacy.
- Basic understanding of financial concepts.
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.
