Concur: Travel and Expense Management with SAP

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.

Inhaltsverzeichnis
Preface
Target Audience
Structure of This Book
Introducing Concur Travel and Expense
Typical Issues and Constraints of T&E Processes
A Vision for the T&E Process of the Future
Concur Travel & Expense at a Glance
The Business Case for Concur
Summary
Employee and User Data
Employee Master Record Fields
Configuring Employee Forms
Permissions
Creating Employee Data
Summary
Concur Travel
Business Principles
Using Concur Travel for Business Trips
Concur TripLink Integration and Concur TripIt App
Basic Configuration for Concur Travel
Advanced Configuration Options for Concur Travel
Summary
Concur Expense
Business Principles
Using Concur Expense to Settle Expenses
Basic Configuration for Concur Expense
Advanced Configuration for Concur Expense
Concur Expense Pay Global
Market-Specific Requirements
Summary
Concur Request
Business Principles
Getting and Giving Approvals with Concur Request
Concur Request Configuration
Deploying Concur Request
Integration with Concur Travel and Concur Expense
Summary
Concur Reporting
T&E Analysis vs. Concur Intelligence Tools
Using Existing Reports
Building and Editing Reports in Query Studio
Building and Editing Reports in Report Studio
Dashboards
Summary
Integrating Concur with Third-Party Apps and Services
The Value of Third-Party Integration
General Configuration of Third-Party Apps and Services
E-Receipt Integration
Further Selected Solutions
Summary
Integrating Concur with Other SAP Solutions
Integrating with HR Master Data
Integrating with SAP ERP Financials
Integrating with Payroll in SAP ERP HCM
Integrating with Further SAP Solutions
Summary
Making Concur Work for You: Tips for Implementation Projects
Getting Your Scope Right
Project Planning and Methodology
Global Rollout
Change Management and Communication
Typical Pitfalls
Summary
Appendices
Further Reading
The Authors