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Data Templates for DDS: Expense Administration SAC Story

JJ_Waldher
Associate
Associate
‎2024 Aug 23 6:38 PM
899

Data Templates for Concur Data Delivery Service Expense

SAP Travel & Expense: Expense Administration SAC Story

This story offers a comprehensive analysis of expenditure, outstanding spend, and workflow efficiency (based on SAP Datasphere). By integrating and visualizing spending data alongside outstanding balances, it provides insights into financial transactions and workflow performance. 

The Concur Travel & Expense Data Templates for the Concur Data Delivery Service (DDS) Expense content package provides a powerful solution for visualizing and analyzing data captured in SAP Concur using SAP Analytics Cloud, facilitated by a seamless integration through SAP Data Delivery Services. With this solution, administrators can gain comprehensive insights into organizational expenses, system administration and user distributions. The advanced analytics capabilities extend to robust auditing and control features, which are critical for identifying potential fraud and ensuring compliance. Built upon Analytical Models in SAP Datasphere, this content package includes a suite of detailed stories that offer in-depth perspectives on expense management. These insights enable administrators to make informed decisions, optimize expense workflows, and enhance overall financial governance. 

Spend Analysis Page 

This dashboard offers a comprehensive overview of your company's financial landscape by presenting key metrics related to combined spend from expense reports. It serves as a centralized hub for monitoring and analyzing financial performance, aiding in strategic decision-making and budget management.  

  • Trend Analysis: Allowing to analyze trends for the Top 3 Expense Types Over Time (based on Sent for Payment Date)  
  • Top 10 Expense Type: Presenting a breakdown of Expenses per Expense Type.  
  • Top Payment Types: Revealing key insights into payment preferences.  
  • Total Spend per Vendor: Providing top vendors analysis.  
  • Top 10 Spending Employees: identifying highest spenders within a company.   
  • Spend Details: Providing a comprehensive breakdown of expenses, categorized by Spend Category and accompanied by respective expense claims and claiming employees.  
  • Associated Key Performance Indicators: 1) Total Spend: displaying Total Approved Amount according to a selected time period. 2) # Processed reports: displaying the number of reports that were approved and sent for payment.  

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Outstanding Spend

This dashboard offers a comprehensive view of pending expenses across your organization. It provides key metrics related to outstanding expenses yet to be reimbursed or processed, allowing to monitor and managing accruals. By highlighting pending expenses and tracking their status, this dashboard aids in optimizing expenses and ensuring timely reimbursement, thereby contributing to better financial and resource management.  

  • Trend Analysis: This chart offers a comprehensive analysis of trends in outstanding transactions over time.  
  • Aging Transactions: This chart displays the distribution of claims based on their associated aging in days, aiding in prioritizing and monitoring resolution and approval/processing efforts.  
  • Top Unprocessed Expense Types: This chart offers a detailed breakdown of outstanding spend per expense type, highlighting the top expense categories awaiting processing.   
  • Outstanding Expense per Merchant: This chart presents a breakdown of outstanding spend across various vendors, providing insights into top vendors for pending expenses.  
  • Top 10 Employees with Unprocessed Expense: This chart identifies the top employees with outstanding expenses, providing insights into individual spending patterns and possibility aiding in timely reimbursement and expense management.  
  • Outstanding Spend – Transactional Details: This detailed table provides a comprehensive breakdown of accrual spend, showcasing pending expenses along with its associated details namely, spend category, merchant information, employee details etc.  

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Workflow Analysis

This dashboard provides an in-depth overview of your company's operational processes by presenting key metrics related to workflow efficiency and performance. It serves as a centralized hub for monitoring and analyzing the productivity and effectiveness of various workflows, aiding in process optimization and strategic decision-making.

  • Workflow Cycle: This chart provides a detailed analysis of the median number of days required to complete each step in the workflow process. 
  • Distribution of Aging Reports: This chart displays the number of reports categorized by their associated aging time, providing insights into the duration of pending reports. 
  • Claims Ever Sent Back to Employees: This chart highlights the number of claims that have been returned to employees for further action or clarification. 
  • Expense Reports within Policy: This chart illustrates the number of expense reports that comply with the company's policy guidelines, ensuring adherence to established standards. 
  • Workflow Summary: This chart provides an overview of the entire workflow process, summarizing key metrics and performance indicators to offer a holistic view of operational efficiency. 
  • Expense Reports Approval – Details: This chart provides a detailed breakdown of the expense report approval process, including key metrics on approval times, approval rates, and any pending approvals. 

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