Course Outline

Introduction

Overview of SAP Concur

  • Introduction to the SAP Concur platform and its modules
  • Key benefits of using SAP Concur for government travel, expense, and invoice management
  • SAP Concur functionalities for travel, expense, and invoice management
  • Navigating the SAP Concur interface for efficient user experience

Setting Up SAP Concur

  • User roles and permissions for government personnel
  • Customizing user profiles to meet specific agency needs
  • Defining policies for travel, expense, and invoice approvals in alignment with federal regulations
  • Integration with corporate travel partners and systems for enhanced efficiency

Travel Management with SAP Concur

  • Booking travel through SAP Concur to streamline processes
  • Managing travel preferences and itineraries for government employees
  • Creating and approving travel requests in accordance with agency guidelines
  • Implementing travel policy compliance through the system to ensure transparency and accountability
  • Best practices for travel management within federal agencies

Expense Management

  • Introduction to expense reports for government use
  • Submitting expenses: receipts, mileage, and other costs with detailed documentation
  • Approving and rejecting expense reports to maintain financial integrity
  • Managing compliance with expense policies to adhere to federal standards
  • Using mobile features for convenient expense submission by government employees
  • Integration with corporate credit cards and direct feeds for seamless financial tracking

Invoice Management

  • Overview of the SAP Concur Invoice module for government agencies
  • Automating vendor invoice processing to improve efficiency
  • Managing purchase orders and payment approvals in line with procurement policies
  • Creating and processing invoices to ensure timely payments

Reporting and Analytics

  • Using SAP Concur's reporting tools for travel and expense management within federal agencies
  • Understanding key metrics and KPIs relevant to government operations
  • Customizing reports for different departments to meet specific needs
  • Exporting data and integrating with other systems for comprehensive analysis

Advanced SAP Concur Features

  • Customizing travel and expense policies to align with agency-specific requirements
  • Auditing travel and expense submissions for compliance with federal regulations
  • Automating workflows for approvals and rejections to enhance efficiency
  • Enhancing the integration of SAP Concur with external systems for government operations

Troubleshooting and Support

  • Common issues and how to resolve them in a government context
  • Managing system updates and configurations to ensure continuous functionality
  • Resources for further learning and support, including Govtra training and documentation

Summary and Next Steps

Requirements

  • Basic computer skills
  • Knowledge of fundamental financial principles

Audience

  • Financial managers for government
  • Travel coordinators
  • Expense administrators
  • Procurement specialists
 14 Hours

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