Concur: Travel and Expense Management with SAP
1st Edition
Published on 28. March 2017
Book
Hardback
322 pages
978-1-4932-1456-3 (ISBN)
Description
New York. Tokyo. Dubai. 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 so you can 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!Highlights include:-Concur Travel-Concur Expense-Concur Request-E-receipts-Market-specific requirements-Reporting-Report Designer-Query Designer-Integration-Case studies
Highlights:
-Concur Travel
-Concur Expense
-Concur Request
-E-receipts
-Market-specific requirements
-Reporting
-Report Designer
-Query Designer
-Integration
-Case studies
More details
Persons
Author
Sven Ringling has worked as a consultant with organizations in 8 countries and various industries on improving their Human Capital. In SAP ERP HCM his focus recently was on performance management, quality assurance (QA), and international rollouts. He co-founded iProCon GmbH in Germany in 2000 and was a managing director until 2008, when he co-founded iProCon HCM Ltd. in the UK. He is now Senior Partner and heads the people strategy practice. His latest projects comprise HR-IT strategy, rightsourcing, change management, and innovation culture.
Hannah Smith is a principal Concur and payroll consultant at iProCon. She has nine years of experience working with a range of customers across various industries and locations on the core HCM modules and is iProCon's Concur SME for the UK.
Andy Wittmann is the director and Concur platinum elite advisor at Lyndon Group, where he is responsible for all aspects of global services and implementations, helping organizations improve their overall travel and expense programs on an international scale. He is a Concur Travel and Expense expert with more than 20 successful regional (Europe/North America) or global (Asia, Middle East, Europe, North America, South America) Concur implementations to over 50 different countries.
Content
Inhaltsverzeichnis
... Preface ... 13
... Target Audience ... 13
... Structure of This Book ... 13
1 ... Introducing Concur Travel and Expense ... 17
1.1 ... Typical Issues and Constraints of T&E Processes ... 17
1.2 ... A Vision for the T&E Process of the Future ... 21
1.3 ... Concur Travel & Expense at a Glance ... 27
1.4 ... The Business Case for Concur ... 37
1.5 ... Summary ... 41
2 ... Employee and User Data ... 43
2.1 ... Employee Master Record Fields ... 44
2.2 ... Configuring Employee Forms ... 51
2.3 ... Permissions ... 53
2.4 ... Creating Employee Data ... 55
2.5 ... Summary ... 57
3 ... Concur Travel ... 59
3.1 ... Business Principles ... 59
3.2 ... Using Concur Travel for Business Trips ... 62
3.3 ... Concur TripLink Integration and Concur TripIt App ... 88
3.4 ... Basic Configuration for Concur Travel ... 90
3.5 ... Advanced Configuration Options for Concur Travel ... 108
3.6 ... Summary ... 111
4 ... Concur Expense ... 113
4.1 ... Business Principles ... 113
4.2 ... Using Concur Expense to Settle Expenses ... 115
4.3 ... Basic Configuration for Concur Expense ... 125
4.4 ... Advanced Configuration for Concur Expense ... 141
4.5 ... Concur Expense Pay Global ... 159
4.6 ... Market-Specific Requirements ... 169
4.7 ... Summary ... 191
5 ... Concur Request ... 193
5.1 ... Business Principles ... 194
5.2 ... Getting and Giving Approvals with Concur Request ... 194
5.3 ... Concur Request Configuration ... 200
5.4 ... Deploying Concur Request ... 208
5.5 ... Integration with Concur Travel and Concur Expense ... 210
5.6 ... Summary ... 212
6 ... Concur Reporting ... 213
6.1 ... T&E Analysis vs. Concur Intelligence Tools ... 214
6.2 ... Using Existing Reports ... 217
6.3 ... Building and Editing Reports in Query Studio ... 224
6.4 ... Building and Editing Reports in Report Studio ... 228
6.5 ... Dashboards ... 238
6.6 ... Summary ... 239
7 ... Integrating Concur with Third-Party Apps and Services ... 241
7.1 ... The Value of Third-Party Integration ... 241
7.2 ... General Configuration of Third-Party Apps and Services ... 242
7.3 ... E-Receipt Integration ... 247
7.4 ... Further Selected Solutions ... 249
7.5 ... Summary ... 259
8 ... Integrating Concur with Other SAP Solutions ... 261
8.1 ... Integrating with HR Master Data ... 263
8.2 ... Integrating with SAP ERP Financials ... 270
8.3 ... Integrating with Payroll in SAP ERP HCM ... 282
8.4 ... Integrating with Further SAP Solutions ... 285
8.5 ... Summary ... 286
9 ... Making Concur Work for You: Tips for Implementation Projects ... 287
9.1 ... Getting Your Scope Right ... 287
9.2 ... Project Planning and Methodology ... 297
9.3 ... Global Rollout ... 303
9.4 ... Change Management and Communication ... 306
9.5 ... Typical Pitfalls ... 308
9.6 ... Summary ... 309
... Appendices ... 311
A ... Further Reading ... 311
B ... The Authors ... 313
... Index ... 315
... Preface ... 13
... Target Audience ... 13
... Structure of This Book ... 13
1 ... Introducing Concur Travel and Expense ... 17
1.1 ... Typical Issues and Constraints of T&E Processes ... 17
1.2 ... A Vision for the T&E Process of the Future ... 21
1.3 ... Concur Travel & Expense at a Glance ... 27
1.4 ... The Business Case for Concur ... 37
1.5 ... Summary ... 41
2 ... Employee and User Data ... 43
2.1 ... Employee Master Record Fields ... 44
2.2 ... Configuring Employee Forms ... 51
2.3 ... Permissions ... 53
2.4 ... Creating Employee Data ... 55
2.5 ... Summary ... 57
3 ... Concur Travel ... 59
3.1 ... Business Principles ... 59
3.2 ... Using Concur Travel for Business Trips ... 62
3.3 ... Concur TripLink Integration and Concur TripIt App ... 88
3.4 ... Basic Configuration for Concur Travel ... 90
3.5 ... Advanced Configuration Options for Concur Travel ... 108
3.6 ... Summary ... 111
4 ... Concur Expense ... 113
4.1 ... Business Principles ... 113
4.2 ... Using Concur Expense to Settle Expenses ... 115
4.3 ... Basic Configuration for Concur Expense ... 125
4.4 ... Advanced Configuration for Concur Expense ... 141
4.5 ... Concur Expense Pay Global ... 159
4.6 ... Market-Specific Requirements ... 169
4.7 ... Summary ... 191
5 ... Concur Request ... 193
5.1 ... Business Principles ... 194
5.2 ... Getting and Giving Approvals with Concur Request ... 194
5.3 ... Concur Request Configuration ... 200
5.4 ... Deploying Concur Request ... 208
5.5 ... Integration with Concur Travel and Concur Expense ... 210
5.6 ... Summary ... 212
6 ... Concur Reporting ... 213
6.1 ... T&E Analysis vs. Concur Intelligence Tools ... 214
6.2 ... Using Existing Reports ... 217
6.3 ... Building and Editing Reports in Query Studio ... 224
6.4 ... Building and Editing Reports in Report Studio ... 228
6.5 ... Dashboards ... 238
6.6 ... Summary ... 239
7 ... Integrating Concur with Third-Party Apps and Services ... 241
7.1 ... The Value of Third-Party Integration ... 241
7.2 ... General Configuration of Third-Party Apps and Services ... 242
7.3 ... E-Receipt Integration ... 247
7.4 ... Further Selected Solutions ... 249
7.5 ... Summary ... 259
8 ... Integrating Concur with Other SAP Solutions ... 261
8.1 ... Integrating with HR Master Data ... 263
8.2 ... Integrating with SAP ERP Financials ... 270
8.3 ... Integrating with Payroll in SAP ERP HCM ... 282
8.4 ... Integrating with Further SAP Solutions ... 285
8.5 ... Summary ... 286
9 ... Making Concur Work for You: Tips for Implementation Projects ... 287
9.1 ... Getting Your Scope Right ... 287
9.2 ... Project Planning and Methodology ... 297
9.3 ... Global Rollout ... 303
9.4 ... Change Management and Communication ... 306
9.5 ... Typical Pitfalls ... 308
9.6 ... Summary ... 309
... Appendices ... 311
A ... Further Reading ... 311
B ... The Authors ... 313
... Index ... 315