This course will introduce you to essential Company Administration features in legacy Concur Travel. You will explore workflows, company structure, approvals, locations, org units, reports, imports, custom fields, and legal entities to support effective system management.
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Overview
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Syllabus
- Introducing Concur Travel Fundamentals
- Introducing Concur Travel workflow
- Introducing Company Structure
- Exploring Travel Administration Resources
- Exploring the Company Administration Page
- Introducing Concur Travel Fundamentals
- Working with Approval Queues
- Introducing Approval Queues
- Reassigning Requests
- Working with Approval Queues
- Working in Company Locations
- Introducing Company Locations
- Adding and Editing Company Locations
- Working with the Company Locations Import Template
- Working in Company Locations
- Working in the Org Unit Admin
- Introducing Org Units
- Managing Org Units
- Working with the Org Unit Import Template
- Working in the Org Unit Admin
- Working with Report Admin
- Introducing Report Admin
- Assigning Reports
- Viewing Reports as an Administrator
- Working with Report Admin
- Working in Import Data
- Introducing Import Data
- Exploring Templates
- Importing Templates
- Working in Import Data
- Working in Manage Custom Fields
- Introducing Custom Fields
- Creating and Managing User Fields
- Creating and Managing Trip Fields
- Exploring If/Then Conditions
- Working in Manage Custom Fields
- Working in Company Settings
- Introducing Company Settings
- Distinguishing Between Company Wide and Property Configuration Settings
- Working in Company Settings
- Navigating the Authentication Admin
- Introducing the Authentication Admin
- Managing Single Sign-On
- Managing Sign-in Settings
- Requesting a Temporary Token
- Navigating the Authentication Admin
- Managing Legal Entities
- Introducing Manage Legal Entities
- Creating and Managing Legal Entities
- Managing Legal Entities