Mastering SAP Concur for Effective Business Finance
Embark on a journey into the efficiency of expense and travel management with Proximsoft’s SAP Concur course. Crafted by experts, this program provides a comprehensive understanding of SAP Concur, empowering you to streamline processes, enhance compliance, and optimize spending. Designed for beginners and those with some experience, our course ensures you grasp the essentials and gain hands-on skills for navigating SAP Concur confidently.
Why Learn SAP Concur?
- Streamline expense and travel management processes for enhanced efficiency.
- Ensure compliance with policies and approval workflows.
- Utilize SAP Concur across various business functions for optimized spending.
- Gain insights into spending patterns and trends for informed decision-making.
- Equip yourself with skills relevant to the present and adaptable to future advancements in expense and travel management.
| Mode of Training | Online live Interactive sessions |
| Duration of the Training | 6 weeks |
| Training duration per day | 60 – 90 min session |
| Software Access | Software will be installed/server access will be provided, whichever is possible |
| Training Materials | Soft copy of the material will be provided during the training |
| Training fee | Depends on the Requirement |
| Resume Preparation | Yes, at the end of the course based on the JD |
| Interview Preparation | Yes, by sharing some FAQ’s |
| Mock calls | Yes, 2 Technical Mock calls |
| Internship Project | Yes |
| Certification | Yes, at the end of the training |
| JOB Assistance | Yes |
| JOB Support | Yes |
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| Weekdays | 6AM -2 PM EST & 6-11:30 PM EST (student can pick any 1 hr) |
| Weekends | 8 AM – 12 PM EST (student can pick any 2 hrs) |
Course Content
Module 1: Introduction to SAP Concur
- Overview of SAP Concur and its Capabilities
- Understanding the different modules of SAP Concur
- Concur High-Level Process Overview (Travel Process)
- Features and benefits of SAP Concur
Module 2: Setting up and configuring the platform
- Understanding the setup process for SAP Concur
- Configuring user accounts and access permissions
- Setting up policies and approval workflows
Module 3: SAP Concur Travel
- Logging into Concur Travel & Expense
- Exploring the My Concur Homepage
- Updating Your Travel Profile
- Changing a Trip (After Purchase)
- Working with Travel Templates
- Sharing a Trip Reservation
- Using Locate and Alert
- Cloning a Travel Reservation
- Concur Open Booking
- Creating a Travel ReservationÂ
Module 4: SAP Concur Expense
- Logging into Concur Expense
- Updating Your Expense Profile
- Working with Receipt Store
- Itemization of other expenses
- Itemizing a Nightly Lodging Expense
- Adding Attendees to a Business Meal
- Allocating Expenses
- Converting Foreign Currency
- Register the Car in the profile
- Handling Personal Charges
- Entering Personal Car Mileage
- Correction of Travel allowance
- Overnight allowances
- Deduction for Travel allowance
- Working with Cash Advances
- Email reminder from Concur
- Associating a Request to an Expense Report
- Reviewing Requests as an Approver
- Printing and Submitting an Expense Report
- Correcting and Resubmitting an Expense Report
- Assignment of Cash advance and settlement in Concur
- Reviewing and Approving an Expense Report (includes sending back an expense report to an employee for correction)
- Acting as a Delegate
- Exploring the My Concur Homepage
- Creating a New Expense Report with Out-of-pocket Expenses
- Concur High-Level Process Overview (Expense and Sub-systems)
- Creating a New Expense Report (includes credit card and out-of-pocket transactions)
- Adding Credit card transactions to the Expense report
- Attaching Receipt Via Receipt Store, Computer, and Concur Mobile App
- Adding delegate for preparing expense reports
- Adding a representative to approve the expense reports
- Creating an Expense Report with Fixed Travel Allowances
- Creating an Expense Report with Reimbursable Travel Allowances
- Linking the Vendor to Concur to receive E receipts like Uber, Ola, and Starbucks
- Concur profile settings for Email and system settings.
Module 5: SAP Concur Concur Mobile App
- Introduction of Concur mobile app
- How to install the App for iPhone and Android phones.
- Creating the mobile pin via concur web version
- Booking Flights, hotels, and cars from Concur mobile app.
- Reviewing travel itineraries
- Attaching Receipt via mobile App
- Resolving the exception, adding attendees
- Working with E-receipt and Receipt store
- Concur mobile app settings
- Approve or reject expense report from People manager
- Adding Travel allowance and Private car mileage
- Creating expense report- Adding Cash transactions and credit card transactions
Module 6: Invoice management
- Managing invoices in SAP Concur
- Understanding invoice approval workflows
- Creating custom reports and dashboards
- Analyzing spending patterns and trends
- Managing payment processing and vendor payments
Module 7: Integrations
- Understanding SAP Concur integrations with other systems
- Setting up and configuring integrations
- Managing data exchange between SAP Concur and other systems
Module 8: Advanced expense & travel management features
- Understanding advanced expense & travel management features in SAP Concur
- Configuring advanced features such as credit card reconciliation and split expenses
- Configuring travel booking policies and rules
- Managing complex travel bookings, such as multi-leg and group bookings
- Controlling expenses in multi-currency environments
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Module 9: Troubleshooting and support
- Understanding common issues and errors in SAP Concur
- Troubleshooting and resolving issues
- Contacting support and accessing help resources.
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FAQ'S
Mastering SAP Concur opens doors to opportunities in streamlined expense and travel management, a critical skill in various industries.
SAP Concur prioritizes data security and compliance. The course covers best practices for securing financial data within the SAP Concur platform.
While a basic understanding is beneficial, the course covers essential concepts, making it accessible to learners with varying levels of experience.
Yes, the course content is designed to impart foundational knowledge applicable to current and future versions of SAP Concur. Proximsoft updates the course to align with any significant changes or new features.
