SAP Concur Training (Travel and Expense)
SAP Concur training teaches you to configure and administer Concur Expense, Travel and Invoice.
- 30 hours
- Beginner
- Live online
What is SAP Concur Training (Travel and Expense)?
SAP Concur training teaches you to configure and administer Concur Expense, Travel and Invoice. You cover the configuration model with policies, groups and expense types, audit rules and compliance controls, approval workflow and delegation, corporate card programme setup and feed handling, travel booking with policy and pre-trip approval, receipt capture and VAT handling, invoice capture and purchase request, reporting and analytics, and the accounting integration into S/4HANA or another ERP.
What you get
- Explain the Concur configuration hierarchy and where changes belong
- Configure expense types, forms, itemisation and allowances
- Build audit rules and policy controls that hold up
- Configure approval workflow with delegation and limits
Who this course is for
New to the field
- Finance and shared service staff owning T&E
- Travel programme managers
- Consultants adding Concur to a finance profile
Working professionals
- FI consultants asked to integrate Concur
- Global process owners for expense
- Anyone administering an existing Concur tenant
Prerequisites
- None strictly.
- Finance, shared services or travel and expense administration experience is a strong advantage.
What you will be able to do
- Explain the Concur configuration hierarchy and where changes belong
- Configure expense types, forms, itemisation and allowances
- Build audit rules and policy controls that hold up
- Configure approval workflow with delegation and limits
- Set up corporate card feeds and reconcile card transactions
- Configure travel policy and pre-trip approval
- Produce the accounting extract and reconcile it to the ledger
Salary range
- India
- 6-22 LPA
- United States
- 95k-140k
Market ranges for SAP Concur Consultant, not a guarantee. Actual pay depends on experience, location and employer.
Curriculum
Concur foundations and configuration model
Learn how the product is structured before changing anything.
- Concur Expense, Travel and Invoice: what each covers
- Entity, group and policy hierarchy
- Configuration versus customisation in Concur
- Roles, permissions and delegation
- Employee data and user import
- Cost object structures: cost centres and projects
- Currency, country and localisation settings
- Change control in a live Concur tenant
Expense configuration
Set up the categories and forms people actually use.
- Expense types and account codes
- Expense forms and field configuration
- Itemisation and allocation
- Attendees and business purpose capture
- Mileage rates and vehicle configuration
- Per diem and allowance configuration
- Personal versus company paid expenses
- Designing forms that people complete correctly
Policy, audit rules and compliance
Enforce policy without stopping the business.
- Policy design and where to be strict
- Audit rules and exception handling
- Receipt requirements and limits
- Duplicate detection
- Verify and audit service options
- Fraud patterns in expense claims
- Compliance evidence and reporting
- Balancing control against user experience
Approval workflow and processing
Route claims correctly and get them paid.
- Approval workflow configuration
- Cost object approvers and delegation
- Approval limits and escalation
- Processor roles and the processing queue
- Returning and adjusting reports
- Payment batches and payment types
- Reimbursement methods and timing
- Handling backlogs and month-end pressure
Corporate cards and travel
Feed card data in and control travel before it happens.
- Corporate card programme types
- Card feed setup and monitoring
- Matching card transactions to expenses
- Unassigned and personal card charges
- Travel policy configuration
- Pre-trip approval and travel requests
- Booking channels and travel agency integration
- Travel and expense reconciliation
Invoice and purchase request
Extend Concur beyond employee expense.
- Concur Invoice overview
- Supplier onboarding and portal
- Invoice capture and OCR
- Purchase request and purchase order
- Three way matching in Concur Invoice
- Payment manager
- When to use Concur Invoice versus Ariba or MM
- Governance for accounts payable teams
Reporting, VAT and ERP integration
Report on spend and get postings into the ledger.
- Standard reports and Cognos analytics
- Spend analysis and policy compliance reporting
- VAT and tax handling in expense
- Country specific tax requirements
- Accounting extract configuration
- Integration to S/4HANA and other ERPs
- Reconciliation of Concur to the general ledger
- Common integration failures and their causes
Projects you will build
Expense policy build
Configure a policy with expense types, mileage, per diem and receipt limits, then submit and approve claims that both pass and fail the audit rules.
Card and travel scenario
Set up a corporate card feed, match transactions to a claim, configure travel policy with pre-trip approval and process a trip end to end.
Integration and reporting
Configure the accounting extract, reconcile a period of claims to the general ledger, and build a policy compliance report for management.
Tools you will use
- Configuration administration
- Policies, groups, expense types and forms, the core admin surface.
- Audit rules
- The rule engine that enforces policy at submission and approval.
- Workflow configuration
- Approval routing, limits, delegation and escalation.
- Card feed management
- Corporate card programme setup, feed monitoring and transaction matching.
- Accounting extract
- The file and mapping that moves approved expense into the ERP.
- Reporting and analytics
- Spend, compliance and processing reports for finance and travel owners.
Certification
- Exam
- SAP Concur certification is delivered through the SAP Concur product certification tracks rather than a C_ series exam. We prepare you against the current Concur Advanced Configuration learning path.
What learners say
Audit rules are where most tenants are a mess. Building them properly and then testing failing claims is the right way to learn it.
The accounting extract and reconciliation section is what I needed. Everything else about Concur is easy by comparison.
Practical and quick to apply. I was making real configuration improvements to our tenant within two weeks.
Fees and training modes
Choose how you want to learn. No-cost EMI is available on the live and 1-to-1 modes.
Most popular
Live Online Training
Talk to us
Contact for current batch fee
Interactive live batches, weekday or weekend, with the full cohort and lifetime recordings.
Fastest
1-to-1 Training
₹49,000
Fixed for every course, no-cost EMI
Private one-on-one coaching at a pace and schedule you set.
Affordable
Self-paced Training
₹9,000
One-time fee, lowest-cost option
Learn on your own time with recorded sessions and the same materials.
Refunds and cancellations are covered in our refund policy.
What a day looks like
- Processing queue
- Claims that need attention: missing receipts, policy exceptions and returns.
- Card issues
- Unmatched card transactions and feed failures, which quietly break reconciliation.
- Configuration requests
- A new expense type, a changed mileage rate or an approval limit adjustment.
- Integration monitoring
- Confirming the accounting extract posted cleanly and chasing rejected lines.
- User support
- Employees who cannot submit, which is usually a form, a policy or a delegation setting.
Training a team?
We run this course as private corporate training, tailored to your systems and scheduled around your team. Tell us your group size and what you need to cover.
Request a corporate quoteFrequently asked questions
Is there a Concur certification exam?
Do I need SAP ERP knowledge?
Does this cover Concur Invoice as well as Expense?
Is Concur only for large companies?
How does Concur relate to Ariba?
Is there hands-on access?
Ready to start?
Talk to us about batch dates, the syllabus or anything else.