Concur Project Plan
The candidate for this project should have extensive experience and knowledge of implementing Concur Technologies Professional Edition North America including Travel and Expense, Expense Pay and Service Admin Elite.
Analyze existing set up and make necessary changes based on new chart of accounts, authorization matrix and travel policy.
Analyze technical aspects of Concur including setting up Expense Pay, information flow and reporting.
Add, update and change the following as necessary:
Employee forms, groups, ledgers and delegate configuration
Workflows, audit rules and validation rules
Expense types and account codes
Expense entry forms, allocation forms, attendee forms
Set up and implement use of Project Codes
Expense Pay (payment types, banking information)
Test changes in production environment
Create and configure reports
Train accounting staff on Concur’s Reporting Solution
Offer suggestions on adoptions, strategies and goals