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This course explains how to manage Concur Expense Professional Edition and ensure a smooth, compliant expense management experience.
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Learn EDR Internals: Research & Development From The Masters
Overview
Syllabus
- Discovering Company Administration
- Creating a New User
- Managing User Profiles and Resetting Passwords
- Searching for User Profiles
- Creating and Managing User Profiles with the On-Demand Import
- Assigning User Permissions
- Proxying and Reviewing Reports as Another User
- Discovering Company Administration
- Managing the Processor Queues
- Creating a Processor Query
- Processing Expense Reports
- Locating Expense Reports Ready for Processing
- Processing Receipts Received
- Attaching and Reviewing Physical Receipts
- Managing the Processor Queues
- Introducing Company Tools
- Reviewing Scheduled Jobs and Extracts
- Reviewing Reports Queued for Reimbursement
- Extending Batches
- Monitoring Funding Accounts
- Locating User Profiles and Banking Information
- Assigning and Maintaining Company Cards
- Maintaining Merchant Codes
- Viewing Credit Card Imports
- Locating Employee Cash Advance Balances
- Creating, Issuing, and Maintaining a Cash Advance
- Locating a Cash Advance Status
- Maintaining Attendees
- Introducing Company Tools
- Managing Expense Types and Account Codes
- Activating Expense Types
- Importing Expense Types
- Configuring Itemization Wizards
- Creating Expense Type Descriptions and Quick Tips
- Maintaining Account Codes
- Managing Expense Types and Account Codes
- Creating Audit Rules
- Activating a Custom Audit Rule
- Configuring a Custom Audit Rule
- Creating an Exception Message
- Configuring Random Audit Rules
- Describing Validation Rules
- Creating Audit Rules
- Maintaining Car Mileage
- Maintaining Personal Car Rates
- Maintaining Company Car Rates
- Reviewing Automated and Custom Mileage Rates
- Maintaining Car Mileage
- Maintaining Delegate Configuration
- Configuring and Maintaining Expense Delegates
- Maintaining Delegate Configuration
- Configuring Email Reminders
- Creating an Email Reminder Rule
- Activating an Email Reminder
- Configuring Email Reminders
- Configuring List Management
- Introducing List Management
- Managing Custom List Items
- Importing and Managing Lists Using the On-Demand Import
- Creating and Managing Vendor Lists
- Configuring List Management
- Configuring Attendees
- Creating and Maintaining New Attendee Types
- Importing Attendees
- Configuring Attendees
- Configuring Receipt Handling
- Activating Receipt Handling Rules
- Creating a Receipt Handling Rule
- Configuring Payment Holds
- Configuring Scan Configurations
- Configuring Receipt Handling
- Working with Locations
- Configuring Locations
- Working with Locations
- Modifying Printed Reports
- Managing Printed Reports
- Modifying Printed Reports
- Maintaining Tax Administration
- Configuring and Managing Tax Authorities
- Maintaining Tax Administration
- Maintaining Shared Configuration Administration
- Searching Administrative Change Logs
- Creating Company Notes
- Accessing Configuration Reports
- Maintaining Reimbursement Currencies
- Localizing Custom Site Labels
- Maintaining Shared Configuration Administration
- Maintaining Workflows
- Configuring Email Notifications
- Managing Confirmation Agreements
- Maintaining Authorized Approvers
- Maintaining Cost Object Approvers
- Creating and Maintaining Reason Codes and Categories
- Maintaining Workflows
- Maintaining Cognos Settings
- Configuring Reporting Preferences
- Maintaining Fiscal Calendars
- Mapping Expense Concept Fields
- Maintaining Cognos Settings
- Creating Test Users
- Activating Test Users
- Cloning Test Users
- Purging Test User Transactions
- Creating Test Users
- Maintaining Training Documentation
- Activating Training Simulations
- Maintaining Document Resources
- Creating Administrative Contacts
- Creating Alternate Training URLs
- Maintaining Training Documentation
- Configuring Travel Allowance
- Selecting Rate Bundles
- Creating Employee-Related Configurations
- Configuring Travel Allowance
- Configuring Site Settings
- Maintaining Site Settings
- Configuring Site Settings
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