SAP Concur Fundamentals

Name: SAP Concur Fundamentals
Rating: 4.0 (27 reviews)

From Travel Booking to Invoice Processing—A Unified Concur Experience

Created byEdcorner Learning

Last updated 12/2025

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What you'll learn

Understand the purpose, importance, and evolution of SAP Concur within SAP’s cloud ecosystem.
Gain foundational knowledge of the three core modules: Travel, Expense, and Invoice.
Learn how spend automation improves accuracy, compliance, and cost control.
Explore Concur’s cloud-native deployment model and why it enhances scalability and security.
Understand the complete travel booking lifecycle, including flights, hotels, and car rentals.
Learn how Online Booking Tools integrate with Concur for policy-compliant travel planning.
Master travel policy controls, approval workflows, and duty-of-care requirements.
Understand the full expense reporting lifecycle from receipt capture to reimbursement.
Receipt capture and learn how OCR and AI automate data extraction.
Apply policy enforcement rules and compliance checks within the expense module.
Understand how corporate credit card integrations enable real-time expense feeds.
Learn invoice capture processes and automation techniques within the AP workflow.
Understand three-way matching between PO, goods receipt, and invoice in Concur Invoice.
Gain clarity on integration with SAP ERP (ECC and s4 hana) and non-SAP systems.
Learn how SAP BTP enhances Concur with APIs, custom workflows, and extensions.
Explore embedded analytics for spend, compliance, and process monitoring.
Understand predictive and prescriptive analytics for identifying risks and optimizing decisions.

Course content

6 sections • 28 lectures • 1h 24m total length

SAP Concur and its importance3:41
Explore how SAP Concur automates travel, expense, and invoice management to streamline spend, ensure compliance, and provide real-time visibility through cloud-native, mobile-first ERP integration.
Core modules: Travel, Expense, Invoice3:31
Explore the three primary SAP Concur modules—travel, expense, and invoice—that form the foundation of spend management. Centralize travel, expense, and invoice workflows for policy, approvals, and visibility.
Benefits of spend automation3:43
Cloud-native deployment model of SAP Concur3:40
Explore how the cloud-native SAP Concur SaaS delivers scalable, secure spend management with continuous updates, global access, and configurable travel, expense, and invoice modules.

Travel booking lifecycle: flights, hotels, cars3:30
Explore the end-to-end travel booking lifecycle in SAP Concur, enabling employees to submit requests and approvals to booking flights, hotels, and cars with policy-compliant options and cost control.
Role of Online Booking Tools (OBTs)3:33
Obts are digital platforms within sap concur that let employees book flights, hotels, and cars in one place, automatically enforce policy, apply negotiated corporate rates, and provide centralized reporting.
Travel policy compliance3:27
Embed travel policy compliance in SAP Concur to automate enforcement of flight, hotel, and car rental rules during booking, controlling costs and ensuring fairness and regulatory alignment.
Approval workflows in travel requests3:27
SAP Concur approval workflows route travel requests through organizational policies, with approvers reviewing purpose, costs, and vendor compliance, while automated checks flag deviations and escalate where needed.
Duty of care and employee safety management2:38
Learn how duty of care and employee safety are supported by SAP Concur through real-time tracking of flight, hotel, and car itineraries, disruption response, and automated emergency notifications.

Expense reporting lifecycle3:30
Learn how SAP Concur automates the expense reporting lifecycle from receipt capture to reimbursement, with mobile receipt uploads, OCR and AI data extraction, policy checks, and automated approvals.
Capturing and submitting receipts via mobile app2:32
The SAP Concur mobile app captures receipts with a photo, uses ocr and ai to extract amount, vendor, and date, and submits them to expense reports for fast, compliant processing.
Optical Character Recognition (OCR) and AI in receipt matching2:43
OCR extracts merchant, amount, date, and currency from receipts. AI validates, categorizes, and matches data to expenses or card transactions, reducing manual entry and ensuring audit-ready records.
Policy enforcement and compliance checks2:43
Automate policy enforcement and real-time expense validation in SAP Concur, flag noncompliant items, route exceptions to managers, and ensure GDPR and SOX compliance.
Credit card integration and real-time expense feeds2:37
Automate credit card expense data with Concur to import transactions, auto-match receipts, and provide real-time feeds for faster, compliant, and transparent expense reporting.

Invoice capture and automation process2:43
Automate the accounts payable workflow by capturing invoices via scans, email, or uploads, extracting data with OCR and AI, validating against master data, and routing via three-way matching for payments.
Three-way matching: PO, goods receipt, invoice2:31
Master three-way matching in SAP Concur by validating invoices against purchase orders and goods receipts, automatically confirming alignment and preventing duplicate payments and fraud.
Approval routing and exception handling2:46
Automate vendor invoice routing with configurable rules by cost center, department, and spending thresholds, enabling multi-tier approvals, escalation, and exception handling for compliance and efficiency.
Fraud prevention and duplicate detection2:48
Automates duplicate detection and ai-driven fraud prevention in accounts payable, flagging identical or closely related invoices and unusual spending patterns for review in an exception-handling workflow.

Integration with SAP ERP (ECC, S/4HANA)2:51
Integrate SAP Concur with ECC and S/4HANA to automate expense, travel, and invoice workflows, ensuring automatic ERP postings, two-way data sync, and compliant, audit-ready financial reporting.
Connectivity with non-SAP ERP systems2:55
Connect SAP Concur with non-SAP ERP systems such as Oracle, Microsoft Dynamics, Workday, and NetSuite using api, flat files, or middleware to automate invoices, expenses, and reimbursements.
APIs and partner ecosystem in SAP Concur2:50
Explore SAP Concur APIs and App Center to connect third-party apps and ERP systems, automate workflows, and securely share real-time travel, expense, and compliance data with pre-built partner apps.
Role of SAP Business Technology Platform (BTP) in extensions2:53
Explore how SAP BTP extends SAP Concur with integration suite, extension suite, and AIML capabilities to customize apps, workflows, and analytics while preserving core stability and compliance.
Posting financial transactions to ERP2:48
Post SAP Concur transactions to ERP to automatically reflect expenses, invoices, and reimbursements in accounts payable, general ledger, and cost accounting, with audit-ready data and real-time insights.

Introduction to embedded analytics in Concur2:51
Concur embeds real-time travel, expense, and invoice insights within the platform via pre-built dashboards and configurable reports. Finance teams monitor spend, policy compliance, and reimbursement timelines with intelligence and alerts.
Creating custom reports2:48
Create targeted analytics in SAP Concur with custom reports via the report builder. Drag data sources like travel and expense, add fields, apply filters and parameters, and schedule delivery.
Predictive and prescriptive analytics for optimization2:50
Explore predictive analytics in SAP Concur that forecast budget overruns and reimbursement delays using historical spend data, and use prescriptive insights to recommend policy adjustments and vendor renegotiations.
Monitoring KPIs: spend, compliance, reimbursement timelines2:56
Explore how SAP Concur KPI monitoring tracks spend, compliance, and reimbursement timelines with real-time dashboards, helping leaders optimize budgets, enforce policies, and accelerate reimbursements.
Configuring dashboards for Travel, Expense, and Invoice2:52
Configure travel, expense, and invoice dashboards in SAP Concur to monitor KPI, compliance, and spending in real time, with configurable widgets and role-based filters.

Requirements

familiarity with SAP ERP

Description

The SAP Concur Fundamentals course provides a complete and practical introduction to the world’s leading cloud-based travel, expense, and invoice management platform. The course begins by establishing the importance of SAP Concur in modern enterprises and explores its evolution, including SAP’s acquisition that repositioned Concur as a global, cloud-native solution. Learners gain a strong understanding of the three core modules—Travel, Expense, and Invoice—and discover how spend automation improves accuracy, compliance, and operational efficiency. The course also explains Concur’s cloud-native deployment model, highlighting scalability, security, and seamless system performance.

A significant portion of the program focuses on the travel management lifecycle, guiding learners through flight, hotel, and car bookings, the role of Online Booking Tools, enforcement of travel policies, approval workflows, and duty-of-care practices for employee safety. The expense management section explains the complete reporting lifecycle, from capturing receipts through the mobile app to automated OCR and AI-powered extraction, policy checks, corporate card integrations, and real-time expense feeds. The invoice management module covers automated invoice capture, three-way matching with purchase orders and goods receipts, and error prevention through digital workflows.

The curriculum also introduces Concur’s powerful integration capabilities, including connectivity with SAP ERP systems such as ECC and s4 hana, as well as non-SAP financial platforms. Learners explore how SAP Business Technology Platform extends Concur with APIs, custom workflows, and innovation opportunities. The analytics segment introduces embedded dashboards, enabling users to visualize spend patterns, compliance trends, and workflow efficiency. Finally, the course explains predictive and prescriptive analytics, showing how organizations can forecast future spend, identify risks, and receive recommended actions to improve financial and operational decisions.

By the end of this fundamentals program, learners gain a comprehensive understanding of SAP Concur’s architecture, workflows, compliance framework, and analytical intelligence, fully preparing them to support digital spend transformation in any organization.

Who this course is for:

SAP consultants and IT professionals seeking to understand Concur’s architecture, integration, and deployment model.
Anyone aiming for a career in SAP Concur consulting or spend management solutions.
Organizations transitioning to digital spend automation and training internal teams.
Managers and team leads who approve employee expenses and travel requests.
Professionals working in finance, accounts payable, or treasury who want to automate and streamline spend processes.
Travel managers and administrators responsible for corporate travel programs and policy oversight.
HR and administrative teams involved in employee travel coordination, reimbursements, and compliance.
Procurement and operations teams who manage vendor invoicing and organizational spend.
Business analysts and process owners looking to optimize travel, expense, and invoice workflows.
Students or beginners wanting to build foundational knowledge in SAP Concur without prior experience.

SAP Concur Fundamentals

What you'll learn

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Course content

Introduction to SAP Concur4 lectures • 15min

Travel Management in SAP Concur5 lectures • 17min

Expense Management5 lectures • 14min

Invoice Management4 lectures • 11min

Integration and Extensions5 lectures • 14min

Analytics and Reporting5 lectures • 14min

Requirements

Description

Who this course is for: