Concur: Travel and Expense Management with SAP

Book Information

• Publisher: SAP PRESS
• Authors: Sven Ringling, Hannah Smith, Andy Wittmann
• Year: 2017
• Edition: 1
• Pages: 322
• Language: English

Description

New York. Tokyo. Dubai. Berlin. If your business is on the go, learn how to get the most out of Concur Travel, Concur Expense, and Concur Request! Set up this cloud solution to reflect your travel policies, and then learn how to plan trips, settle expenses, and manage critical approvals. Analyze your T&E spending with standard and custom reports and then integrate Concur with SAP solutions and third-party apps. With this guide, you’ll make your T&E processes quick and effective!

• Set up and use Concur Travel, Concur Expense, and Concur Request
• Find out how to optimize your T&E policies with Concur
• Integrate Concur with SAP solutions and third-party apps and services

Key Highlights

• Concur Travel
• Concur Expense
• Concur Request
• E-receipts
• Market-specific requirements
• Employee and user data
• Report Studio
• Query Studio
• Integration
• Third-party services

You'll learn about

• Configuration:
  Learn basic and advanced configuration for Concur Travel, Concur Expense, and Concur Request to match your implementation to your T&E policies.
• Functionality:
  Get step-by-step instructions for booking flights, settling expenses, using e-receipts, getting approvals, and completing other essential T&E processes.
• Integration:
  Integrate Concur with third-party apps and services and with SAP solutions like SAP ERP HCM, SAP SuccessFactors, and SAP ERP Financials.

Table of Contents

• Preface
• Target Audience
• Structure of This Book

• 1 Introducing Concur Travel and Expense
• 1.1 Typical Issues and Constraints of T&E Processes
• 1.1.1 Efficiency Problems
• 1.1.2 Ineffective Management of T&E
• 1.1.3 Poor User Experience
• 1.2 A Vision for the T&E Process of the Future
• 1.2.1 Paper-Free
• 1.2.2 Mobile
• 1.2.3 Automated
• 1.2.4 Connected
• 1.2.5 Easy to Use
• 1.2.6 The Vision
• 1.3 Concur Travel & Expense at a Glance
• 1.3.1 Solution Overview
• 1.3.2 Travel
• 1.3.3 Expense
• 1.3.4 Request
• 1.3.5 Reporting
• 1.3.6 Configuring Concur
• 1.4 The Business Case for Concur
• 1.5 Summary

• 2 Employee and User Data
• 2.1 Employee Master Record Fields
• 2.1.1 System Settings
• 2.1.2 Personal Information
• 2.1.3 User Administration Data
• 2.2 Configuring Employee Forms
• 2.3 Permissions
• 2.4 Creating Employee Data
• 2.5 Summary

• 3 Concur Travel
• 3.1 Business Principles
• 3.2 Using Concur Travel for Business Trips
• 3.2.1 Concur Travel Profile
• 3.2.2 Using the Travel Wizard and Result Pages
• 3.2.3 The Booking Process
• 3.3 Concur TripLink Integration and Concur TripIt App
• 3.4 Basic Configuration for Concur Travel
• 3.4.1 Rule Classes
• 3.4.2 Travel Rules
• 3.4.3 Custom Text
• 3.4.4 Languages
• 3.4.5 E-Receipts
• 3.4.6 Travel Vendor Exclusions
• 3.4.7 Regional Hotel Rates
• 3.4.8 Travel Alternatives
• 3.4.9 Ghost/BTA Cards
• 3.4.10 Credit Card BIN Restrictions
• 3.4.11 Reporting Requirements
• 3.4.12 Your T&E Policy
• 3.4.13 Managing Preferred Vendors in Concur
• 3.5 Advanced Configuration Options for Concur Travel
• 3.6 Summary

• 4 Concur Expense
• 4.1 Business Principles
• 4.2 Using Concur Expense to Settle Expenses
• 4.3 Basic Configuration for Concur Expense
• 4.3.1 Policy Group
• 4.3.2 Expense Types
• 4.3.3 Account Codes
• 4.3.4 Forms
• 4.3.5 Trip Mappings
• 4.3.6 Taxation
• 4.3.7 Approval Workflows
• 4.3.8 Compliance Controls
• 4.3.9 Company and Personal Mileage Rates for Cars
• 4.3.10 Employee Reimbursement
• 4.3.11 Company Cards
• 4.3.12 Reporting Configuration
• 4.4 Advanced Configuration for Concur Expense
• 4.4.1 Policies
• 4.4.2 Expense Types
• 4.4.3 Group Configurations
• 4.4.4 Audit Rules and Exceptions
• 4.4.5 Expense Forms and Fields
• 4.4.6 Feature Hierarchies
• 4.4.7 Localization
• 4.4.8 Currency Administration
• 4.4.9 Mapping Concept Fields
• 4.4.10 Receipt Handling
• 4.4.11 Workflow
• 4.5 Concur Expense Pay Global
• 4.5.1 Processes
• 4.5.2 Configuration
• 4.5.3 Maintenance of Concur Expense Pay Global
• 4.6 Market-Specific Requirements
• 4.6.1 United States
• 4.6.2 Canada
• 4.6.3 United Kingdom
• 4.6.4 Germany
• 4.6.5 Australia and New Zealand
• 4.6.6 Asia Pacific
• 4.7 Summary

• 5 Concur Request
• 5.1 Business Principles
• 5.2 Getting and Giving Approvals with Concur Request
• 5.3 Concur Request Configuration
• 5.3.1 Agency Proposals
• 5.3.2 Booking Switch
• 5.3.3 Budget Insight
• 5.3.4 Country Groups
• 5.3.5 Event Requests
• 5.3.6 Risk Management
• 5.3.7 Segment Types
• 5.4 Deploying Concur Request
• 5.5 Integration with Concur Travel and Concur Expense
• 5.6 Summary

• 6 Concur Reporting
• 6.1 T&E Analysis vs. Concur Intelligence Tools
• 6.1.1 Concur Analysis and Concur Intelligence: Shared Tools
• 6.1.2 Concur Intelligence-Only Tools
• 6.2 Using Existing Reports
• 6.2.1 Set Reporting Preferences
• 6.2.2 Running a Standard Report
• 6.3 Building and Editing Reports in Query Studio
• 6.3.1 Creating a New Report
• 6.3.2 Manipulating Data within Reports
• 6.4 Building and Editing Reports in Report Studio
• 6.4.1 Report Types and Structures
• 6.4.2 Creating a New Report
• 6.4.3 Bursting Reports
• 6.5 Dashboards
• 6.6 Summary

• 7 Integrating Concur with Third-Party Apps and Services
• 7.1 The Value of Third-Party Integration
• 7.2 General Configuration of Third-Party Apps and Services
• 7.3 E-Receipt Integration
• 7.4 Further Selected Solutions
• 7.4.1 Concur ExpenseIt
• 7.4.2 Pivot Prime from Pivot Payables
• 7.4.3 VAT IT Foreign VAT Reclamation
• 7.4.4 Visage Mobile International Travel Roaming Alerts (ITRA)
• 7.5 Summary

• 8 Integrating Concur with Other SAP Solutions
• 8.1 Integrating with HR Master Data
• 8.1.1 Integration with SAP ERP HCM
• 8.1.2 Integration with SAP SuccessFactors
• 8.2 Integrating with SAP ERP Financials
• 8.2.1 Financial Master Data Replication
• 8.2.2 Financial Posting
• 8.2.3 Feedback Loop
• 8.2.4 Features for Financial Integration
• 8.3 Integrating with Payroll in SAP ERP HCM
• 8.3.1 Import Data through Infotype 2010
• 8.3.2 Import Data through SAP Travel Management Database
• 8.4 Integrating with Further SAP Solutions
• 8.5 Summary

• 9 Making Concur Work for You: Tips for Implementation Projects
• 9.1 Getting Your Scope Right
• 9.1.1 Concur Solution Scope
• 9.1.2 Project Scope
• 9.2 Project Planning and Methodology
• 9.2.1 Concur Editions
• 9.2.2 The Project Plan
• 9.2.3 Tips for Project Management
• 9.3 Global Rollout
• 9.4 Change Management and Communication
• 9.5 Typical Pitfalls
• 9.6 Summary

• Appendices
• A Further Reading
• B The Authors
• B.1 Contributors
• Index

Disclaimer

SAP, other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Our Company is not affiliated to SAP SE or any of its affiliated companies including but not limited to: Sybase, Business Objects, Hybris, Ariba and SuccessFactors. All other names, brands, logos, etc. are registered trade or service marks of their respective owners.