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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
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