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Duration 14 hours
Course Outline
Introduction
Overview of the SAP Concur Platform
- Fundamentals of the SAP Concur environment and its integrated modules
- Primary operational advantages of adopting SAP Concur
- Application of SAP Concur in travel, expense, and invoice management workflows
- Navigating the user interface and functional components
Configuration and Setup
- Establishing user roles and access permissions
- Customizing individual user profiles and settings
- Defining approval policies for travel, expense, and invoice processing
- Integrating with corporate travel partners and internal systems
Travel Management Operations
- Executing travel bookings via the platform
- Managing travel preferences and itinerary details
- Initiating and processing travel request approvals
- Enforcing travel policy compliance through system controls
- Best practices for efficient travel management
Expense Management Procedures
- Foundations of expense reporting standards
- Submitting expense claims, including receipts, mileage, and miscellaneous costs
- Processing approval and rejection of expense reports
- Maintaining adherence to organizational expense policies
- Leveraging mobile capabilities for expense submission
- Integration with corporate credit card systems and automated data feeds
Invoice Management Processes
- Overview of the SAP Concur Invoice management module
- Automation of vendor invoice processing workflows
- Management of purchase orders and payment authorization
- Creation and processing of vendor invoices
Reporting and Analytical Insights
- Utilizing reporting tools to monitor travel and expense activities
- Interpreting key performance indicators and operational metrics
- Tailoring reports to meet departmental requirements
- Data export and system integration capabilities
Advanced Functional Capabilities
- Refining travel and expense policy configurations
- Conducting audits of travel and expense submissions for regulatory compliance
- Automating approval and rejection workflows
- Strengthening integration with external systems for government operations
Troubleshooting and Support Resources
- Identification and resolution of common system issues
- Management of system updates and configuration changes
- Access to learning resources and technical support
Conclusion and Implementation Path
Requirements
- Fundamental computer literacy
- Understanding of basic financial principles
Intended 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.
