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Course Outline
Introduction
SAP Concur Overview
- Overview of the SAP Concur platform and its constituent modules
- Primary advantages of implementing SAP Concur for government operations
- Capabilities for managing travel, expenses, and invoices within a federal context
- Navigating the SAP Concur user interface
Initial Configuration of SAP Concur
- Assignment of user roles and system permissions
- Configuration of individual user profiles
- Establishment of approval policies for travel, expenses, and invoices
- Integration with authorized corporate travel providers and federal IT systems
Travel Management via SAP Concur
- Conducting travel bookings through the SAP Concur system
- Maintaining travel preferences and itinerary details
- Generation and authorization of travel requests
- Ensuring adherence to federal travel regulations through system controls
- Established best practices for government travel management
Expense Management
- Foundations of expense reporting
- Submission procedures for receipts, mileage allowances, and other expenditures
- Auditing and disposition of expense reports
- Ensuring compliance with established expense guidelines
- Leveraging mobile applications for expense data entry
- Synchronization with government travel cards and direct financial feeds
Invoice Management
- Summary of the SAP Concur Invoice application for government use
- Streamlining vendor invoice processing
- Oversight of purchase orders and payment authorizations
- Creation and processing of invoices
Reporting and Analytics
- Utilization of SAP Concur reporting tools for travel and expense oversight
- Analysis of key performance indicators (KPIs) and essential metrics
- Development of customized reports for specific agencies or departments
- Data exportation and interoperability with external systems
Advanced SAP Concur Functionality
- Customization of travel and expense policies to meet regulatory requirements
- Auditing submissions to ensure policy adherence
- Automation of approval and rejection workflows
- Strengthening integration with external federal systems
Troubleshooting and Support Resources
- Resolution of common system issues
- Administration of system updates and configuration changes
- Access to training materials and technical assistance
Summary and Future Actions
Requirements
- Fundamental proficiency in computer operations
- Understanding of essential financial principles
Audience
- Financial managers
- Travel coordinators
- Expense oversight personnel
- Procurement specialists
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.