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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
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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Testimonials (1)
I was very impressed with the trainers preparation. As he went along he kept going back over the subjects that he had covered
