Introducing the Global Template

Objective

After completing this lesson, you will be able to explain purpose of the Global Template in Concur Invoice Professional Edition

The Global Template

The Concur Invoice Global Template is a standardized, preconfigured template applied to all new customer sites at the time of creation. It is designed to support the most common configuration requirements, statutory obligations, and SAP Concur best practices. Built on extensive global expertise, the template reflects commonly interpreted in‑country and regional legislation to help ensure compliance with local regulatory expectations. ​

The Global Template provides a consistent foundation for all Concur Invoice Professional Edition deployments. Each new customer implementation begins with this baseline configuration, creating a unified starting point that meets widely adopted functional and statutory needs. From there, the template can be tailored to align with an organization’s specific policies, processes, and reporting requirements; simplifying implementation while ensuring a strong, compliant framework from day one.

Review the image below to learn about the benefits of using the Global Template.

Summary

  • The SAP Concur Global Template provides a preconfigured foundation that supports common configuration and statutory requirements for expense management.
  • It streamlines implementation, improves consistency, and ensures compliance across regions, reducing time and effort for setup.
  • Three support tiers classify countries by the level of compliance coverage, guiding users where additional attention may be needed.