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Course Outline
Introduction
Overview of SAP Concur
- Introduction to the SAP Concur platform and its various modules
- Key benefits of utilizing SAP Concur for government agencies
- SAP Concur's capabilities in travel, expense, and invoice management for government operations
- Guidance on navigating the SAP Concur interface
Setting Up SAP Concur
- Defining user roles and permissions for enhanced security and control
- Customizing user profiles to meet specific agency needs
- Establishing policies for travel, expense, and invoice approvals to ensure compliance with government regulations
- Integrating the system with corporate travel partners and existing IT systems for streamlined processes
Travel Management with SAP Concur
- Booking travel through SAP Concur to optimize efficiency and cost-effectiveness
- Managing travel preferences and itineraries to enhance employee satisfaction and compliance
- Creating and approving travel requests in a transparent and efficient manner
- Implementing travel policy compliance within the system to ensure adherence to government standards
- Best practices for effective travel management in government agencies
Expense Management
- An introduction to expense reports and their importance in financial accountability
- Submitting expenses, including receipts, mileage, and other costs, through the system
- Approving and rejecting expense reports to maintain fiscal responsibility
- Managing compliance with government expense policies to prevent fraud and misuse
- Leveraging mobile features for convenient expense submission by employees
- Integrating corporate credit cards and direct feeds to simplify the reimbursement process
Invoice Management
- An overview of the SAP Concur Invoice module and its benefits for government agencies
- Automating vendor invoice processing to reduce administrative burden and errors
- Managing purchase orders and payment approvals to ensure financial transparency
- Creating and processing invoices efficiently within the system
Reporting and Analytics
- Utilizing SAP Concur's reporting tools for effective travel and expense management in government
- Understanding key metrics and KPIs relevant to public sector operations
- Customizing reports to meet the specific needs of different departments within an agency
- Exporting data and integrating with other systems to enhance decision-making capabilities
Advanced SAP Concur Features
- Customizing travel and expense policies to align with government regulations and agency-specific requirements
- Auditing travel and expense submissions for compliance with internal and external standards
- Automating workflows for approvals and rejections to improve efficiency and reduce manual errors
- Enhancing the integration of SAP Concur with external systems to support broader organizational goals
Troubleshooting and Support
- Common issues encountered when using SAP Concur and methods for resolution
- Managing system updates and configurations to ensure continuous improvement and compliance
- Accessing resources for further learning and support, including training materials and customer service options
Summary and Next Steps
Requirements
- Basic computer skills
- Understanding of fundamental financial principles
Audience for Government:
- Finance managers
- Travel coordinators
- Expense administrators
- Procurement officers
14 Hours
Testimonials (2)
The trainer was very good, he knew the subject well and know how to explain to us any questions we had and that helped us a lot.
Dirman Ionut - HELLA Ghiroda
Course - SAP PM Fundamentals to Advanced
I was very impressed with the trainers preparation. As he went along he kept going back over the subjects that he had covered
