SAP Systems

SAP Concur: Travel and Expense Management

Expense processes consume a surprising amount of management time for the money involved, largely because policy is enforced by people reading receipts rather than by the system refusing what policy does not allow. This course moves the enforcement. Delegates work through translating a written expense policy into configured rules, including the limits, categories and exceptions that must survive the translation. Expense types, receipt requirements and audit rules follow. Approval workflow is covered, including delegation, escalation and the chain that stalls when an approver is travelling. Travel request and booking integration are addressed, along with pre trip approval and the control it provides. Corporate card feeds, personal expenses and reconciliation follow. Value added tax recovery on expenses is covered where applicable. Posting to the accounting system and reimbursement through payroll or payments are addressed. The course closes on reporting, on spot audit and on detecting patterns that indicate abuse.