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SAP Concur Publishes End-of-Year Finance Team Survival Checklist

The SAP Concur blog published an end-of-year survival checklist for finance teams, noting that December 19 was the busiest expense day last year. It recommends reducing distractions, holding team planning meetings, and evaluating and automating expense processes to handle the year-end peak. The checklist covers turning off message alerts, scheduling focused work time, holding year-end planning meetings, creating vacation calendars, reviewing current expense processes, and identifying automation opportunities.

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Impact and considerations

Year-end is a peak period for finance teams processing expenses. Automating expense processes can reduce manual errors and improve efficiency, directly impacting corporate expense management compliance and employee experience.

Key points

  • December 19 was the busiest expense day last year, and finance teams need to prepare for the year-end peak.
  • Reduce distractions by scheduling at least one hour of distraction-free work daily and limiting social media checks.
  • Hold a year-end planning meeting, clarify team communication methods, and create a vacation calendar.
  • Review current expense processes, look for automation opportunities, and move away from spreadsheets.
  • Consider consulting a technology partner to create short-term and long-term automation plans.

Sources and time

Primary source
SAP Concur
Other sources
0
First source publication
29 Jun 2022, 19:47
Page published
13 Sept 2026, 00:40
Last updated
29 Jun 2022, 19:47
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