SAP Concur Training Course
SAP Concur is a cloud-based software solution designed to manage travel, expenses, and invoice processes for businesses. It helps organizations streamline and automate these operations to enhance efficiency, ensure compliance with corporate policies, and gain better control over spending.
This instructor-led, live training (online or onsite) is aimed at beginner-level finance managers who wish to understand SAP Concur's functionality, practical use cases, and configuration options.
By the end of this training, participants will be able to:
- Understand the basic features and user interface of SAP Concur.
- Learn how to configure and customize SAP Concur to meet organizational needs.
- Master the process of managing travel, expenses, and invoices efficiently.
- Ensure compliance with travel and expense policies through SAP Concur's automated processes.
- Understand reporting and analytics features to optimize travel and expense management.
Format of the Course
- Interactive lectures and discussions.
- Plenty of exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
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Course Outline
Introduction
Overview of SAP Concur
- Introduction to SAP Concur platform and its modules
- Key benefits of using SAP Concur
- SAP Concur for travel, expense, and invoice management
- Navigating the SAP Concur interface
Setting Up SAP Concur
- User roles and permissions
- Customizing user profiles
- Defining policies for travel, expense, and invoice approvals
- Integration with corporate travel partners and systems
Travel Management with SAP Concur
- Booking travel through SAP Concur
- Managing travel preferences and itineraries
- Creating and approving travel requests
- Implementing travel policy compliance through the system
- Best practices for travel management
Expense Management
- Introduction to expense reports
- Submitting expenses: receipts, mileage, and other costs
- Approving and rejecting expense reports
- Managing compliance with expense policies
- Using mobile features for expense submission
- Integration with corporate credit cards and direct feeds
Invoice Management
- Overview of the SAP Concur Invoice module
- Automating vendor invoice processing
- Managing purchase orders and payment approvals
- Creating and processing invoices
Reporting and Analytics
- Using SAP Concur's reporting tools for travel and expense management
- Understanding key metrics and KPIs
- Customizing reports for different departments
- Exporting data and integrating with other systems
Advanced SAP Concur Features
- Customizing travel and expense policies
- Auditing travel and expense submissions for compliance
- Automating workflows for approvals and rejections
- Enhancing the integration of SAP Concur with external systems
Troubleshooting and Support
- Common issues and how to resolve them
- Managing system updates and configurations
- Resources for further learning and support
Summary and Next Steps
Requirements
- Basic computer skills
- Knowledge of basic financial concepts
Audience
- Finance managers
- Travel managers
- Expense administrators
- Procurement officers
14 Hours
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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
Ted Audain - Frucor Suntory Ltd
Course - SAP MM
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