SAP Concur Checklist: Seven Steps for a Smooth Year-End Close
SAP Concur released a new checklist, Bring the Year in for a Landing, outlining seven steps to save time and improve efficiency at year-end or fiscal year-end, including focusing on priorities, reducing paper processes, automating tasks, integrating technology systems, clarifying T&E policies, enabling mobile work, and outsourcing certain tasks.
Impact and considerations
Year-end financial close directly affects travel and expense process efficiency, and the degree of automation and system integration determines whether companies can track spending in time and reduce manual workload.
Key points
- SAP Concur's new checklist outlines seven steps to save time and improve efficiency at year-end or fiscal year-end.
- It recommends focusing on priorities by deciding what will and will not get done, saving time and energy.
- It recommends reducing paper processes and using online and cloud-based finance solutions for vendor invoices to streamline approvals, payments, and reimbursements.
- It recommends automating travel, expense, and invoice processes and integrating them with ERP and finance systems for greater efficiency and spend visibility.
Sources and time
- Primary source
- SAP Concur
- Other sources
- 0
- First source publication
- 17 Oct 2023, 18:56
- Page published
- 14 Aug 2026, 08:21
- Last updated
- 17 Oct 2023, 18:56
- Original links
- SAP Concur Blog：Saving Time, Resources to Bring Year to Smooth End (opens in a new tab)Primary source · en · Published 17 Oct 2023, 18:56