SAP Concur Online Training
0 STUDENTS ENROLLED
1.Travel:
- Introduction to Concur System
- Concur High Level Process Overview (Travel Process)
- Logging into Concur Travel & Expense
- Updating Your Travel Profile
- Exploring the My Concur Homepage
- Creating a Travel Reservation (air, hotel, and car)
- Changing a Trip (After Purchase)
- Using Locate and Alert
- Working with Travel Templates
- Cloning a Travel Reservation
- Sharing a Trip Reservation
- Concur Open Booking
- Travel and Expense:
- Submitting an Expense Report based on a Completed Trip
- Working with E-receipts (learn about e-receipts, smart expenses, and trip data)
- Creating a Company-billed Statement Report
- Understanding about Lodge card transaction
- Understanding about travel agency
2. Expense
- Concur High Level Process Overview (Expense and Sub-systems)
- Logging into Concur Expense
- Updating Your Expense Profile
- Exploring the My Concur Homepage
- Creating a New Expense Report (includes credit card and out of pocket transactions)
- Creating a New Expense Report with Out-of-pocket Expenses
- Credit card transaction and Feed overview
- Adding Credit card transaction to Expense report
- Working with Receipt Store
- Attaching Receipt Via Receipt Store, Computer and Concur mobile app
- Itemizing a Nightly Lodging Expense
- Itemization of other expenses
- Adding Attendees to a Business Meal
- Allocating Expenses
- Converting Foreign Currency
- Register the Car in profile
- Entering Personal Car Mileage
- Handling Personal Charges
- Printing and Submitting an Expense Report
- Correcting and Resubmitting an Expense Report
- Reviewing and Approving an Expense Report (includes sending back an expense report to an employee for correction)
- Acting as a Delegate
- Adding delegate for preparing expense reports
- Adding delegate to approve the expense reports
- Creating an Expense Report with Fixed Travel Allowances
- Creating an Expense Report with Reimbursable Travel Allowances
- Correction of Travel allowance
- Overnight allowances
- Deduction for Travel allowance
- Working with Cash Advances
- Assignment of Cash advance and settle in Concur
- E-mail reminder from Concur
- Linking the Vendor to Concur to receive E receipts like Uber, Ola, Starbucks
- Concur profile settings for Email, and system settings.
- Creating a Request
- Associating a Request to an Expense Report
- Reviewing Requests as an Approver
3. 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
- Login to concur mobile app
- Booking Flight, hotel and Car from Concur mobile app.
- Reviewing travel itineraries
- Cancel the flight and Hotel.
- Creating expense report- Adding Cash transaction and credit card transactions
- Attaching Receipt via mobile app
- Adding Travel allowance and Private car mileage
- Resolving the exception, adding attendees
- Hotel itemization
- Approve or reject expense report from People manager
- How to see report history
- Working with E-receipt and Receipt store
- Expense It
- Concur mobile app settings
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