Becoming a Certified Configuration Consultant in Concur Expense Professional Edition

Becoming a Certified Configuration Consultant in Concur Expense Professional Edition is a comprehensive enterprise training program designed for SAP Concur Consultants, Expense Management Consultants, Functional Consultants, System Administrators, Configuration Specialists, Implementation Consultants, Business Analysts, Finance Transformation Professionals, Support Engineers, and SAP Partners who want to configure, administer, and optimize SAP Concur Expense Professional Edition.

Created by

Jittesh Purrohit

00:00:00 Hours

0 Enrolled

    • (0 Reviews)

English

Last updated

Sat, 17-Oct-2026

Course description

Becoming a Certified Configuration Consultant in Concur Expense Professional Edition is a comprehensive enterprise training program designed for SAP Concur Consultants, Expense Management Consultants, Functional Consultants, System Administrators, Configuration Specialists, Implementation Consultants, Business Analysts, Finance Transformation Professionals, Support Engineers, and SAP Partners who want to configure, administer, and optimize SAP Concur Expense Professional Edition.

This course provides practical knowledge of Primary Configuration, Secondary Configuration, Expense Forms, List Management, Payment Types, Expense Types, Ledgers, Policies, Workflows, Audit Rules, Receipt Handling, Travel Allowance, Tax Administration, Company Administration, Control Center, and Joule with SAP Concur Solutions.

Following SAP's official Learning Journey, learners begin by configuring the primary expense-related components before progressing to secondary configuration, administrative tools, and concluding with Joule AI capabilities for SAP Concur Solutions.

Managing corporate expenses efficiently requires accurate configuration, standardized business rules, automated workflows, and effective administration. SAP Concur Expense Professional Edition enables organizations to streamline expense reporting, strengthen compliance, improve financial controls, and simplify reimbursement processes through configurable business rules and intelligent automation.

This course provides a complete learning path for becoming a certified Configuration Consultant in Concur Expense Professional Edition. Participants will learn how to configure primary expense components, manage policies, maintain workflows, administer company settings, configure audit rules, manage receipt handling, maintain travel allowances, configure tax administration, and leverage Joule AI to enhance SAP Concur solutions.

Throughout this course, learners will gain practical implementation skills for configuring and administering enterprise expense management environments while ensuring policy compliance, operational efficiency, and improved user experience.

By the end of this course, participants will be prepared to configure, administer, troubleshoot, and optimize SAP Concur Expense Professional Edition implementations.

Who Should Attend

  • SAP Concur Consultants
  • Expense Management Consultants
  • SAP Functional Consultants
  • Configuration Consultants
  • Finance Transformation Consultants
  • ERP Implementation Consultants
  • Business Analysts
  • Finance System Administrators
  • SAP Partners
  • Technical Support Engineers
  • Corporate Travel Administrators
  • Expense Management Specialists
  • Shared Service Teams
  • Enterprise Solution Consultants
  • Finance Operations Managers

Skills You Will Gain

  • SAP Concur Expense Professional Edition
  • Primary Configuration
  • Secondary Configuration
  • List Management
  • Forms & Fields
  • Payment Types
  • Expense Types
  • Ledgers
  • Workflow Configuration
  • Policy Management
  • Audit Rules
  • Receipt Handling
  • Travel Allowance
  • Tax Administration
  • Company Administration
  • Joule for SAP Concur

Career Opportunities

  • SAP Concur Configuration Consultant
  • SAP Concur Functional Consultant
  • Expense Management Consultant
  • SAP Expense Administrator
  • Finance Systems Consultant
  • ERP Implementation Consultant
  • SAP Support Consultant
  • Business Process Consultant
  • Travel & Expense Consultant
  • Finance Transformation Consultant
  • Solution Configuration Specialist
  • SAP Partner Consultant
  • Shared Services Consultant
  • Enterprise Finance Consultant
  • SAP Concur Administrator

Certification Preparation

This course is designed to support learners preparing for the official SAP Concur Expense Professional Edition Configuration Consultant certification by covering both primary and secondary configuration components, administrative tools, and Joule capabilities.

Participants will gain practical knowledge in:

  • Primary Configuration
  • Secondary Configuration
  • Forms & Fields
  • Payment Types
  • Policies
  • Workflows
  • Audit Rules
  • Receipt Handling
  • Company Administration
  • Travel Allowance
  • Tax Administration
  • Joule with SAP Concur Solutions

The course combines conceptual understanding with hands-on configuration practices to prepare learners for real-world SAP Concur implementation and administration projects.

What will i learn?

  • Configure primary expense components.
  • Manage list management and forms.
  • Configure payment types and expense types.
  • Build approval workflows.
  • Configure expense policies.
  • Administer secondary configuration.
  • Configure audit rules and receipt handling.
  • Manage travel allowance and tax administration.
  • Configure Control Center.
  • Understand Joule with SAP Concur Solutions.

Requirements

  • Basic understanding of finance and expense management
  • Familiarity with enterprise business processes
  • Understanding of approval workflows
  • Basic SAP knowledge (recommended)
  • Computer or Laptop
  • Stable Internet Connection
  • Modern Web Browser
  • Access to SAP Concur Expense Professional Edition (recommended)
  • SAP Learning Hub access (recommended)

Frequently asked question

Yes. The course starts with the fundamentals of SAP Concur Expense Professional Edition before progressing to advanced configuration and administration topics.

Yes. You will learn how to configure forms, fields, payment types, expense types, ledgers, workflows, and policies used within SAP Concur Expense Professional Edition.

Yes. The course includes Company Administration, Back Office Administrative Tools, Company Tools, and Control Center configuration.

Yes. You will learn how to create and maintain Audit Rules that strengthen compliance and improve expense validation.

Yes. Receipt Handling, Email Reminders, Attendees, and related administrative configurations are covered as part of the secondary configuration module.

Yes. Dedicated units cover Travel Allowance, Tax Administration, Shared Configuration Administrators, Cognos Settings, and related configuration tasks.

Yes. The final module introduces Joule, its value within SAP Concur solutions, activation steps, use cases, and common implementation questions.

You will gain practical experience configuring SAP Concur Expense Professional Edition, administering expense management environments, managing workflows and policies, configuring compliance rules, and leveraging Joule to improve user productivity.

  • Lesson 01 00:00:00
    Module 1 Overview

    The foundation of every successful SAP Concur Expense implementation begins with configuring the primary expense-related components. These core configuration elements define how expense reports are created, validated, routed for approval, reimbursed, and integrated with organizational policies. Proper primary configuration ensures consistency, improves compliance, and provides users with a streamlined expense management experience.

    This module introduces the essential configuration components within SAP Concur Expense Professional Edition, including List Management, Forms and Fields, Payment Types, Expense Types, Ledgers, Workflows, Feature Hierarchies, Policies, and Group Configurations. Learners will understand how these components interact to create an effective and compliant expense management environment.

    By the end of this module, learners will be able to configure the primary components required to build a secure, scalable, and policy-driven SAP Concur Expense implementation.

    According to the official SAP Learning Journey, this module focuses on configuring primary expense-related components and understanding how their relationships influence behavior, ensure compliance, and deliver an effective expense management environment.

    What You Will Learn

    • Understand primary configuration concepts.
    • Configure List Management.
    • Configure Forms and Fields.
    • Configure Payment Types.
    • Manage Expense Types and Ledgers.
    • Configure Approval Workflows.
    • Maintain Feature Hierarchies.
    • Configure Expense Policies.
    • Configure Group Configurations.

    Units in This Module

    • Unit 1.1: Introducing Primary Configuration
    • Unit 1.2: Configuring List Management
    • Unit 1.3: Configuring Forms and Fields
    • Unit 1.4: Configuring Payment Types
    • Unit 1.5: Managing Expense Types and Ledgers
    • Unit 1.6: Maintaining Workflows
    • Unit 1.7: Managing Feature Hierarchies
    • Unit 1.8: Configuring Policies
    • Unit 1.9: Configuring Group Configurations
  • Lesson 02 00:00:00
    1.1 Introducing Primary Configuration

    This introductory unit provides an overview of the primary configuration framework within SAP Concur Expense Professional Edition. Participants will understand how configuration components work together to control expense processing, policy enforcement, user experience, and financial compliance.

    Key Topics

    • Primary Configuration
    • SAP Concur Expense
    • Expense Management
    • Configuration Framework
    • Business Rules
    • Compliance
    • Enterprise Configuration
    • Expense Processing
  • Lesson 03 00:00:00
    1.2 Configuring List Management

    List Management enables administrators to create and maintain reusable lists that populate drop-down menus and support standardized data entry throughout the expense management process. Proper list configuration improves data consistency and reduces user errors.

    Key Topics

    • List Management
    • Lookup Lists
    • Data Standardization
    • Drop-Down Lists
    • Configuration Lists
    • Expense Categories
    • Master Data
    • User Input
  • Lesson 04 00:00:00
    1.3 Configuring Forms and Fields

    Forms and Fields determine the structure of expense reports, cash advances, requests, and other expense-related documents. Learners will configure mandatory fields, validation rules, and field behavior to ensure accurate expense data collection.

    Key Topics

    • Forms
    • Fields
    • Form Configuration
    • Field Validation
    • Required Fields
    • Dynamic Forms
    • Expense Reports
    • Data Collection
  • Lesson 05 00:00:00
    1.4 Configuring Payment Types

    Payment Types define how expenses are reimbursed or charged, including corporate cards, cash payments, personal cards, and company-paid transactions. Participants will learn how payment types influence expense processing and financial reporting.

    Key Topics

    • Payment Types
    • Corporate Card
    • Cash Expenses
    • Personal Card
    • Reimbursement
    • Company Paid
    • Financial Processing
    • Expense Payments
  • Lesson 06 00:00:00
    1.5 Managing Expense Types and Ledgers

    Expense Types classify business expenses while Ledgers determine how expense transactions are recorded for accounting purposes. Learners will configure expense categories and financial mappings that support organizational reporting and compliance.

    Key Topics

    • Expense Types
    • Ledgers
    • Financial Mapping
    • Accounting Integration
    • Expense Categories
    • Cost Allocation
    • General Ledger
    • Financial Reporting
  • Lesson 07 00:00:00
    1.6 Maintaining Workflows

    Workflows automate the routing of expense reports through approval processes based on organizational rules, employee roles, and policy requirements. Participants will configure approval paths that improve efficiency and governance.

    Key Topics

    • Approval Workflows
    • Workflow Configuration
    • Routing Rules
    • Approvers
    • Expense Approval
    • Business Processes
    • Workflow Automation
    • Compliance
  • Lesson 08 00:00:00
    1.7 Managing Feature Hierarchies

    Feature Hierarchies define how configuration settings are inherited across organizational structures, enabling administrators to maintain centralized governance while supporting business-specific requirements.

    Key Topics

    • Feature Hierarchies
    • Configuration Inheritance
    • Organizational Structure
    • Administrative Controls
    • Configuration Management
    • Business Rules
    • System Hierarchy
    • SAP Concur
  • Lesson 09 00:00:00
    1.8 Configuring Policies

    Expense Policies establish the business rules governing expense submissions, approvals, reimbursement limits, and compliance requirements. Learners will configure policies that align with corporate travel and expense guidelines.

    Key Topics

    • Expense Policies
    • Policy Configuration
    • Compliance Rules
    • Approval Policies
    • Business Rules
    • Corporate Governance
    • Expense Limits
    • Policy Enforcement
  • Lesson 10 00:00:00
    1.9 Configuring Group Configurations

    Group Configurations allow organizations to apply configuration settings to specific user groups, departments, or business units while maintaining centralized administrative control across the enterprise.

    Key Topics

    • Group Configuration
    • User Groups
    • Organizational Units
    • Department Configuration
    • Business Units
    • Configuration Assignment
    • Enterprise Administration
    • SAP Concur

  • Lesson 01 00:00:00
    Module 2 Overview

    Beyond the core configuration, SAP Concur Expense Professional Edition includes a wide range of secondary configuration components and administrative tools that improve usability, strengthen compliance, enhance reporting, and support day-to-day system administration. These components help administrators manage the expense environment efficiently while providing users with a seamless experience.

    This module introduces administrative tools such as Back Office Administration, Company Administration, Processor Queue, Company Tools, Audit Rules, Car Mileage, Delegate Configuration, Email Reminders, Receipt Handling, Travel Allowance, Tax Administration, Cognos Settings, Control Center, and other supporting configuration components.

    By the end of this module, learners will understand how secondary configuration enhances the overall effectiveness of SAP Concur Expense Professional Edition and supports enterprise expense management.

    According to the official SAP Learning Journey, this module focuses on configuring and administering secondary expense-related components to improve usability, enhance data consistency, and support an effective expense management environment.

    What You Will Learn

    • Use Back Office Administrative Tools.
    • Configure Company Administration.
    • Manage the Processor Queue.
    • Configure Company Tools.
    • Configure Secondary Components.
    • Create Audit Rules.
    • Configure Car Mileage.
    • Manage Delegate Configuration.
    • Configure Email Reminders.
    • Configure Attendees.
    • Configure Receipt Handling.
    • Maintain Locations.
    • Modify Printed Reports.
    • Configure Tax Administration.
    • Manage Shared Configuration Administrators.
    • Configure Cognos Settings.
    • Create Test Users.
    • Maintain Training Documentation.
    • Configure Travel Allowance.
    • Manage Control Center.

    Units in This Module

    • Unit 2.1: Introducing Back Office Administrative Tools
    • Unit 2.2: Discovering Company Administration
    • Unit 2.3: Managing the Processor Queue
    • Unit 2.4: Introducing Company Tools
    • Unit 2.5: Introducing the Secondary Configuration Components
    • Unit 2.6: Creating Audit Rules
    • Unit 2.7: Maintaining Car Mileage
    • Unit 2.8: Maintaining Delegate Configuration
    • Unit 2.9: Configuring Email Reminders
    • Unit 2.10: Configuring Attendees
    • Unit 2.11: Configuring Receipt Handling
    • Unit 2.12: Working with Locations
    • Unit 2.13: Modifying Printed Reports
    • Unit 2.14: Maintaining Tax Administration
    • Unit 2.15: Maintaining Shared Configuration Administrators
    • Unit 2.16: Maintaining Cognos Settings
    • Unit 2.17: Creating Test Users
    • Unit 2.18: Maintaining Training Documentation
    • Unit 2.19: Configuring Travel Allowance
    • Unit 2.20: Managing Control Center
  • Lesson 02 00:00:00
    2.1 Introducing Back Office Administrative Tools

    Back Office Administrative Tools provide administrators with centralized capabilities to maintain, monitor, and support SAP Concur Expense Professional Edition. Learners will understand how these tools improve operational efficiency and support daily system administration.

    Key Topics

    • Back Office Administration
    • Administrative Tools
    • Expense Administration
    • System Management
    • Configuration Support
    • Operational Management
    • Enterprise Administration
    • SAP Concur
  • Lesson 03 00:00:00
    2.2 Discovering Company Administration

    Company Administration enables administrators to configure company-wide settings, organizational information, user preferences, and system defaults that define how SAP Concur Expense operates across the enterprise.

    Key Topics

    • Company Administration
    • Company Settings
    • Enterprise Configuration
    • Organization Management
    • User Administration
    • Business Rules
    • System Preferences
    • SAP Concur
  • Lesson 04 00:00:00
    2.3 Managing the Processor Queue

    The Processor Queue helps administrators monitor, review, and process expense reports awaiting approval, validation, reimbursement, or exception handling. Participants will learn how to manage processing activities efficiently.

    Key Topics

    • Processor Queue
    • Queue Management
    • Expense Processing
    • Workflow Monitoring
    • Transaction Processing
    • Approval Queue
    • Expense Administration
    • Business Operations
  • Lesson 05 00:00:00
    2.4 Introducing Company Tools

    Company Tools provide administrative utilities for configuring and maintaining organization-wide settings that support expense management, policy enforcement, and system administration.

    Key Topics

    • Company Tools
    • Administrative Utilities
    • Configuration Tools
    • Expense Management
    • Enterprise Administration
    • Company Settings
    • SAP Concur
    • System Configuration
  • Lesson 06 00:00:00
    2.5 Introducing the Secondary Configuration Components

    Secondary configuration components complement the primary configuration by improving usability, enhancing operational efficiency, and providing additional administrative capabilities across the expense management environment.

    Key Topics

    • Secondary Configuration
    • Configuration Components
    • Administrative Features
    • Expense Administration
    • Business Configuration
    • Enterprise Management
    • SAP Concur
    • System Enhancement
  • Lesson 07 00:00:00
    2.6 Creating Audit Rules

    Audit Rules automatically validate expense reports against company policies, helping organizations detect policy violations, improve compliance, and reduce manual review efforts.

    Key Topics

    • Audit Rules
    • Compliance
    • Expense Validation
    • Policy Enforcement
    • Business Rules
    • Automated Audits
    • Risk Management
    • SAP Concur
  • Lesson 08 00:00:00
    2.7 Maintaining Car Mileage

    Car Mileage configuration enables organizations to manage mileage reimbursement rates, calculate travel expenses accurately, and maintain compliance with corporate reimbursement policies.

    Key Topics

    • Car Mileage
    • Mileage Rates
    • Travel Expenses
    • Reimbursements
    • Mileage Calculation
    • Expense Policies
    • Transportation Expenses
    • SAP Concur
  • Lesson 09 00:00:00
    2.8 Maintaining Delegate Configuration

    Delegate Configuration allows authorized users to prepare, submit, and manage expense reports on behalf of other employees while maintaining appropriate security and approval controls.

    Key Topics

    • Delegate Configuration
    • User Delegation
    • Expense Delegates
    • Authorization
    • User Access
    • Business Roles
    • Workflow Support
    • SAP Concur
  • Lesson 10 00:00:00
    2.9 Configuring Email Reminders

    Email Reminders automate notifications for pending approvals, incomplete expense reports, policy reminders, and other important activities, helping users remain informed and improving process efficiency.

    Key Topics

    • Email Reminders
    • Notifications
    • Workflow Alerts
    • Approval Reminders
    • User Communication
    • Automated Emails
    • Business Notifications
    • SAP Concur
  • Lesson 11 00:00:00
    2.10 Configuring Attendees

    Attendee configuration enables organizations to capture attendee information for business meals, entertainment expenses, and other reimbursable events while supporting compliance and reporting requirements.

    Key Topics

    • Attendees
    • Expense Participants
    • Business Meals
    • Entertainment Expenses
    • Expense Reporting
    • Compliance
    • Business Events
    • SAP Concur
  • Lesson 12 00:00:00
    2.11 Configuring Receipt Handling

    Receipt Handling allows organizations to capture, validate, store, and manage expense receipts electronically while supporting audit readiness and improving expense processing efficiency.

    Key Topics

    • Receipt Handling
    • Digital Receipts
    • Receipt Imaging
    • Expense Documentation
    • Receipt Validation
    • Compliance
    • Document Management
    • SAP Concur
  • Lesson 13 00:00:00
    2.12 Working with Locations

    Location management enables organizations to configure geographical information that supports tax calculations, expense policies, travel allowances, and regional compliance requirements.

    Key Topics

    • Locations
    • Geographic Configuration
    • Regional Settings
    • Tax Regions
    • Travel Policies
    • Global Operations
    • Expense Management
    • SAP Concur
  • Lesson 14 00:00:00
    2.13 Modifying Printed Reports

    Printed Reports can be customized to meet organizational reporting requirements, improve readability, and support auditing, compliance, and financial documentation.

    Key Topics

    • Printed Reports
    • Report Customization
    • Expense Reports
    • Reporting Templates
    • Financial Reports
    • Document Formatting
    • Business Reporting
    • SAP Concur
  • Lesson 15 00:00:00
    2.14 Maintaining Tax Administration

    Tax Administration enables organizations to configure tax rules, rates, recovery options, and jurisdiction-specific tax requirements to ensure accurate tax calculations and regulatory compliance.

    Key Topics

    • Tax Administration
    • Tax Configuration
    • VAT
    • GST
    • Tax Recovery
    • Compliance
    • Financial Regulations
    • SAP Concur
  • Lesson 16 00:00:00
    2.15 Maintaining Shared Configuration Administrators

    Shared Configuration Administrators allow organizations to securely distribute administrative responsibilities while maintaining centralized governance and configuration consistency.

    Key Topics

    • Shared Configuration
    • Administrator Roles
    • Access Management
    • Governance
    • Security
    • Enterprise Administration
    • Role Assignment
    • SAP Concur
  • Lesson 17 00:00:00
    2.16 Maintaining Cognos Settings

    Cognos Settings enable organizations to configure reporting services and business intelligence capabilities for expense analysis, financial reporting, and operational insights.

    Key Topics

    • Cognos Settings
    • Business Intelligence
    • Reporting
    • Analytics
    • Financial Reports
    • Dashboard Configuration
    • Expense Analytics
    • SAP Concur
  • Lesson 18 00:00:00
    2.17 Creating Test Users

    Test Users allow administrators to validate configurations, test workflows, verify policies, and perform quality assurance activities before deploying changes to production environments.

    Key Topics

    • Test Users
    • User Testing
    • Configuration Validation
    • Quality Assurance
    • System Testing
    • User Simulation
    • SAP Concur
    • Deployment Testing
  • Lesson 19 00:00:00
    2.18 Maintaining Training Documentation

    Training Documentation supports end-user adoption by providing administrators and employees with standardized guidance, process documentation, and learning resources for SAP Concur Expense Professional Edition.

    Key Topics

    • Training Documentation
    • User Guides
    • Process Documentation
    • Knowledge Base
    • End User Training
    • Learning Resources
    • Documentation Management
    • SAP Concur
  • Lesson 20 00:00:00
    2.19 Configuring Travel Allowance

    Travel Allowance configuration enables organizations to manage per diem rates, meal allowances, lodging limits, and travel reimbursement policies in accordance with company standards.

    Key Topics

    • Travel Allowance
    • Per Diem
    • Travel Policies
    • Expense Reimbursement
    • Lodging
    • Meals
    • Corporate Travel
    • SAP Concur
  • Lesson 21 00:00:00
    2.20 Managing Control Center

    Control Center provides centralized administrative capabilities for monitoring system health, managing configurations, reviewing operational activities, and supporting enterprise-wide governance within SAP Concur Expense Professional Edition.

    Key Topics

    • Control Center
    • Administration
    • Configuration Management
    • System Monitoring
    • Operational Governance
    • Enterprise Administration
    • Business Operations
    • SAP Concur

  • Lesson 01 00:00:00
    Module 3 Overview

    Artificial Intelligence is transforming enterprise expense management by enabling users to complete tasks faster, improve decision-making, and increase productivity. Joule, SAP's AI copilot, extends SAP Concur Solutions by providing intelligent assistance, contextual recommendations, natural language interactions, and task automation to simplify expense management and administrative activities.

    This module introduces Joule with SAP Concur Solutions, including its capabilities, business value, activation process, supported use cases, and implementation considerations. Learners will understand how Joule enhances the SAP Concur user experience while supporting finance teams, administrators, approvers, and employees.

    By the end of this module, learners will understand how to leverage Joule within SAP Concur Solutions to improve operational efficiency, user productivity, and enterprise expense management.

    According to the official SAP Learning Journey, this module focuses on introducing Joule with SAP Concur Solutions, explaining its business value, implementation approach, activation process, common use cases, and frequently asked questions.

    What You Will Learn

    • Understand Joule with SAP Concur Solutions.
    • Explain the business value of Joule.
    • Identify AI-powered productivity features.
    • Configure and activate Joule.
    • Explore Joule use cases.
    • Understand implementation considerations.
    • Improve user productivity with AI.
    • Support intelligent expense management.

    Units in This Module

    • Unit 3.1: Introducing Joule with SAP Concur Solutions
    • Unit 3.2: Understanding the Value of Joule
    • Unit 3.3: Configuring and Activating Joule
    • Unit 3.4: Exploring Joule Use Cases
    • Unit 3.5: Reviewing Frequently Asked Questions
  • Lesson 02 00:00:00
    3.1 Introducing Joule with SAP Concur Solutions

    This introductory unit explains the purpose of Joule, SAP's AI copilot, and its integration with SAP Concur Solutions. Participants will understand how AI enhances expense management, improves user productivity, and simplifies enterprise finance operations.

    Key Topics

    • Joule
    • SAP Business AI
    • SAP Concur
    • AI Copilot
    • Intelligent Assistance
    • Expense Management
    • User Productivity
    • Enterprise AI
  • Lesson 03 00:00:00
    3.2 Understanding the Value of Joule

    Joule delivers intelligent recommendations, contextual guidance, and automation that help organizations improve efficiency, reduce manual effort, and accelerate business processes. Learners will explore the value Joule brings to employees, approvers, administrators, and finance teams.

    Key Topics

    • Business Value
    • Artificial Intelligence
    • Intelligent Automation
    • Productivity
    • User Experience
    • Finance Operations
    • SAP Business AI
    • Digital Transformation
  • Lesson 04 00:00:00
    3.3 Configuring and Activating Joule

    Organizations must configure and activate Joule appropriately before users can access its AI-powered capabilities. Participants will understand the activation process, prerequisites, administrative considerations, and deployment best practices.

    Key Topics

    • Joule Activation
    • Configuration
    • Administration
    • System Setup
    • User Access
    • SAP Concur
    • AI Configuration
    • Enterprise Deployment
  • Lesson 05 00:00:00
    3.4 Exploring Joule Use Cases

    Joule supports a variety of enterprise expense management scenarios by helping users perform tasks faster, obtain contextual information, simplify navigation, and improve decision-making through conversational AI capabilities.

    Key Topics

    • AI Use Cases
    • Expense Reporting
    • Expense Approvals
    • Employee Productivity
    • Conversational AI
    • Intelligent Recommendations
    • Workflow Assistance
    • SAP Concur
  • Lesson 06 00:00:00
    3.5 Reviewing Frequently Asked Questions

    This unit addresses common questions related to Joule implementation, licensing, activation, capabilities, limitations, and enterprise adoption to help organizations successfully introduce AI into SAP Concur Solutions.

    Key Topics

    • Joule FAQ
    • AI Governance
    • Best Practices
    • Implementation
    • Enterprise Adoption
    • User Support
    • SAP Business AI
    • SAP Concur

  • Lesson 01 00:00:00
    Practical Exercises

    Throughout this course, learners will complete hands-on configuration exercises using SAP Concur Expense Professional Edition to build, configure, administer, and optimize enterprise expense management environments.

    Participants will perform the following practical activities:

    • Configure primary expense settings
    • Create and manage lookup lists
    • Configure forms and fields
    • Configure payment types
    • Create expense types
    • Configure ledgers
    • Build approval workflows
    • Configure feature hierarchies
    • Create expense policies
    • Configure group settings
    • Manage company administration
    • Configure processor queues
    • Create audit rules
    • Configure delegate management
    • Configure receipt handling
    • Configure email reminders
    • Configure travel allowance
    • Configure tax administration
    • Configure Cognos reporting settings
    • Create test users
    • Configure Control Center
    • Activate Joule with SAP Concur Solutions
    • Explore AI-powered expense management scenarios
  • Lesson 02 00:00:00
    Enterprise Capstone Project

    Configuring SAP Concur Expense Professional Edition for a Global Enterprise

    In this capstone project, learners will configure a complete SAP Concur Expense Professional Edition environment for a fictional multinational organization.

    Participants will configure primary and secondary expense components, implement workflows, policies, audit rules, company administration, receipt management, travel allowance, tax administration, reporting, and Joule AI capabilities while following enterprise configuration best practices.

    The project follows the official Becoming a Certified Configuration Consultant in Concur Expense Professional Edition Learning Journey.

    Phase 1 – Primary Configuration

    Configure:

    • List Management
    • Forms and Fields
    • Payment Types
    • Expense Types
    • Ledgers
    • Approval Workflows
    • Feature Hierarchies
    • Expense Policies

    Phase 2 – Secondary Configuration

    Implement:

    • Company Administration
    • Processor Queue
    • Company Tools
    • Audit Rules
    • Delegate Configuration
    • Receipt Handling
    • Email Reminders
    • Car Mileage
    • Locations

    Phase 3 – Administrative Configuration

    Configure:

    • Tax Administration
    • Travel Allowance
    • Cognos Settings
    • Shared Configuration Administrators
    • Test Users
    • Training Documentation
    • Control Center
    • Printed Reports

    Phase 4 – AI Enablement

    Implement:

    • Joule Activation
    • AI Configuration
    • User Access
    • Intelligent Assistance
    • AI Use Cases
    • Productivity Improvements
    • Administrative Validation
    • User Readiness

    Phase 5 – Production Readiness

    Validate:

    • Configuration Review
    • Workflow Testing
    • Policy Validation
    • Expense Processing
    • User Acceptance Testing
    • Administrative Review
    • Production Deployment
    • Post-Go-Live Checklist

    Expected Project Outcome

    Upon successful completion of this capstone project, learners will be able to:

    • Configure SAP Concur Expense Professional Edition.
    • Build enterprise expense policies.
    • Configure workflows and approvals.
    • Manage expense forms and payment types.
    • Configure receipt handling and audit rules.
    • Administer company settings.
    • Configure tax and travel allowance.
    • Manage reporting and administrative tools.
    • Activate Joule AI capabilities.
    • Support enterprise expense management implementations.

Jittesh Purrohit

View profile

Lectures

39

Skill level

Intermediate

Expiry period

Lifetime
Enquire now

Related courses

Intermediate

Implementing Manufacturing in SAP S/4HANA Cloud Private Edition

0

(0 Reviews)

Enquire now

Implementing Manufacturing in SAP S/4HANA Cloud Private Edition is a learning journey focused on implementing and working with manufacturing processes in SAP S/4HANA.

Free

00:00:00 Hours

Intermediate

Implementing SAP S/4HANA Cloud, Private Edition for Service

0

(0 Reviews)

Enquire now

SAP S/4HANA Cloud, Private Edition for Service enables organizations to streamline and modernize service management by integrating customer service operations, field service, repair management, service contracts, recurring services, and analytics into a unified digital platform.

Free

00:00:00 Hours

Intermediate

Implementing SAP S/4HANA Cloud Private Edition, Sourcing and Procurement

0

(0 Reviews)

Enquire now

Implementing SAP S/4HANA Cloud Private Edition, Sourcing and Procurement is a comprehensive enterprise-level training program designed for procurement professionals, SAP consultants, purchasing specialists, inventory managers, and implementation partners who want to master end-to-end procurement processes in SAP S/4HANA Cloud Private Edition.

Free

00:00:00 Hours

Intermediate

Transforming for Success with SAP Cloud ALM

0

(0 Reviews)

Enquire now

Transforming for Success with SAP Cloud ALM is a comprehensive enterprise-level training program designed for SAP consultants, project managers, implementation partners, IT administrators, SAP architects, and business transformation professionals who want to master SAP Cloud ALM for implementation, operations, and business transformation projects.

Free

00:00:00 Hours

Intermediate

Validating Business Transformations Leveraging Integrated Transformation Tools & Solutions

0

(0 Reviews)

Enquire now

Validating Business Transformations Leveraging Integrated Transformation Tools & Solutions is a comprehensive enterprise training program designed for SAP consultants, enterprise architects, business transformation managers, process owners, SAP Cloud ALM consultants, SAP Signavio specialists, SAP LeanIX consultants, project managers, and digital transformation professionals who want to validate and optimize SAP business transformation initiatives.

Free

00:00:00 Hours

Intermediate

Implementing SAP Cloud ALM for Operations

0

(0 Reviews)

Enquire now

Implementing SAP Cloud ALM for Operations is a comprehensive enterprise-level training program designed for SAP consultants, SAP Basis administrators, SAP Cloud ALM consultants, operations teams, system administrators, DevOps engineers, SAP support professionals, IT managers, and cloud operations specialists who want to implement, configure, and operate SAP Cloud ALM for monitoring and managing SAP landscapes.

Free

00:00:00 Hours

Intermediate

Implementing Extended Warehouse Management (EWM) in SAP S/4HANA Cloud

0

(0 Reviews)

Enquire now

Implementing Extended Warehouse Management (EWM) in SAP S/4HANA Cloud is a comprehensive enterprise training program designed for SAP EWM consultants, SAP S/4HANA consultants, warehouse managers, logistics professionals, supply chain consultants, SAP implementation partners, business process analysts, and ERP professionals who want to implement and configure SAP Extended Warehouse Management (EWM) in SAP S/4HANA Cloud.

Free

00:00:00 Hours

Intermediate

Implementing Asset Management in SAP S/4HANA Cloud Private Edition

0

(0 Reviews)

Enquire now

Implementing Asset Management in SAP S/4HANA Cloud Private Edition is a comprehensive enterprise training program designed for SAP Asset Management consultants, SAP Plant Maintenance (PM) consultants, maintenance planners, reliability engineers, asset managers, SAP functional consultants, implementation partners, maintenance supervisors, and ERP professionals who want to implement and configure SAP S/4HANA Asset Management in enterprise environments.

Free

00:00:00 Hours

Intermediate

Exploring SAP Master Data Governance (MDG)

0

(0 Reviews)

Enquire now

Exploring SAP Master Data Governance (MDG) is a comprehensive enterprise training program designed for SAP MDG consultants, SAP S/4HANA consultants, master data specialists, data governance managers, business analysts, ERP consultants, implementation partners, data stewards, and IT professionals who want to implement and manage SAP Master Data Governance across enterprise environments.

Free

00:00:00 Hours

Intermediate

Implementing and Managing SAP Field Service Management

0

(0 Reviews)

Enquire now

Implementing and Managing SAP Field Service Management is a comprehensive enterprise training program designed for SAP Field Service Management (FSM) consultants, SAP S/4HANA consultants, implementation partners, service managers, dispatchers, field technicians, mobile application specialists, customer service professionals, and ERP consultants who want to implement, configure, and manage SAP Field Service Management solutions.

Free

00:00:00 Hours

Intermediate

Developing SAPUI5 Applications

0

(0 Reviews)

Enquire now

Developing SAPUI5 Applications is a comprehensive enterprise training program designed for SAPUI5 developers, SAP Fiori developers, SAP ABAP developers, full-stack SAP developers, frontend developers, SAP consultants, solution architects, technical consultants, and application developers who want to build modern SAP Fiori applications using SAPUI5 and SAP Fiori Elements.

Free

00:00:00 Hours

Intermediate

Implementing SAP S/4HANA Cloud Public Edition - Asset Management

0

(0 Reviews)

Enquire now

Implementing SAP S/4HANA Cloud Public Edition – Asset Management is a comprehensive enterprise training program designed for SAP Asset Management consultants, SAP S/4HANA Cloud consultants, maintenance planners, maintenance supervisors, plant managers, reliability engineers, implementation partners, ERP consultants, and business analysts who want to implement and manage asset maintenance processes using SAP S/4HANA Cloud Public Edition.

Free

00:00:00 Hours

Study any topic, anytime. explore thousands of courses for the lowest price ever!

Top categories

Useful links

Help

Subscribe to our newsletter