SAP Concur Training Course
SAP Concur is a cloud-based software solution designed to manage travel, expenses, and invoice processes for businesses. It helps organisations streamline and automate these operations to improve efficiency, ensure compliance with corporate policies, and gain greater 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 functionality and interface of SAP Concur.
- Learn how to configure and customise SAP Concur for organisational needs.
- Master the process of managing travel, expenses, and invoices.
- Ensure compliance with travel and expense policies through SAP Concur's automated processes.
- Understand reporting and analytics features to optimise travel and expense management.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customisation Options
- To request a customised training for this course, please contact us to arrange.
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
- Customising 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
- Customising reports for different departments
- Exporting data and integrating with other systems
Advanced SAP Concur Features
- Customising 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
Open Training Courses require 5+ participants.
SAP Concur Training Course - Booking
SAP Concur Training Course - Enquiry
SAP Concur - Consultancy Enquiry
Testimonials (2)
The exercise and Q&A
Aristantia
Course - SAP MM
passion of the trainer, kindness and good in working with a team.
NOXOLO - Vergenoeg Mining Company
Course - SAP PM Fundamentals to Advanced
Provisional Upcoming Courses (Require 5+ participants)
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