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