Navigate and manage the Concur Invoice Professional Edition environment. Oversee each stage of the process, including submission, approval, review, and audit, ensuring compliance with company policies. Support end users effectively.

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
Assigning User Permissions
Proxying as Another User
Discovering Company Administration

Managing the Processor Queues

Creating a Purchase Request Processor Query
Maintaining Purchase Request Processor Preferences
Locating and Processing Purchase Requests
Creating a Purchase Order Processor Query
Maintaining Purchase Order Processor Preferences
Locating and Transmitting Purchase Orders
Creating an Invoice Processor Query
Maintaining Invoice Processor Preferences
Locating and Processing Invoices
Managing the Processor Queues

Maintaining the AP Dashboard

Managing the AP User Dashboard
Importing Vendors
Managing Approved and Unapproved Vendors
Importing Vendor Access Mapping
Managing Default Expense Types
Maintaining Invoice Capture Batch Lists
Verifying Client Managed Captures
Maintaining Invoice Payments
Configuring Invoice Reimbursements
Maintaining the AP Dashboard

Introducing Company Tools

Reviewing Scheduled Jobs and Extracts
Introducing Company Tools

Maintaining Expense Types and Account Codes

Activating Expense Types
Importing Expense Types
Maintaining Account Codes
Maintaining Expense Types and Account Codes

Creating Audit Rules

Activating a Custom Audit Rule
Configuring a Custom Audit Rule
Creating an Exception Message
Creating Audit Rules

Customizing Capture Processing

Reviewing Capture Processing Admin Supplier Emails
Maintain Other Capture Processing Settings
Customizing Capture Processing

Maintaining Delegate Configuration

Configuring and Maintaining Invoice Delegate permissions
Configuring and Maintaining Purchase Request Delegate
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
Configuring List Management

Maintaining Workflows

Configuring Email Notifications
Managing Confirmation Agreements
Maintaining Invoice Authorized Approvers
Maintaining Purchase Request Authorized Approvers
Maintaining Invoice Cost Object Approvers
Maintaining Purchase Request Cost Object Approvers
Creating and Maintaining Invoice Reason Codes and Categories
Creating and Maintaining Purchase Request Reason Codes and Categories
Maintaining Workflows

Maintaining Routing Configuration

Create Routing Hierarchy Mapping Lists
Import Routing Hierarchy Mappings
Maintaining Routing Configuration

Configuring Purchase Order

Creating PO Number Sequences
Configuring Purchase Order

Introducing Shared Administrative Settings

Searching Administrative Change Logs
Creating Company Notes
Accessing Configuration Reports
Maintaining Supplier Payable Currencies
Maintaining Invoice Settings
Localizing Custom Labels
Introducing Shared Administrative Settings

Maintaining Purchase Request and Invoice Specific Settings

Maintaining Ship to and Bill to Addresses
Maintain Purchase Request Units of Measure
Managing Vendor Search Fields
Configure Shipping Configurations
Maintaining Purchase Request and Invoice Specific Settings

Creating Test Users

Activating Test Users
Cloning Test Users
Creating Test Users

Maintaining Cognos Settings

Configuring Reporting Preferences
Maintaining Fiscal Calendars
Mapping Invoice Concept Fields
Maintaining Cognos Settings

Maintaining Training Documentation

Activating Training Simulations
Maintaining Document Resources
Creating Administrative Contacts
Creating Alternate Training URLs
Maintaining Training Documentation

Reviews

Start your review of Getting Started with Concur Invoice for Administrators, Professional Edition

Live Online Classes in Design, Coding & AI — Small Classes, Free Retakes

Future-Proof Your Career: AI Manager Masterclass

The Most Addictive Python and SQL Courses

Getting Started with Concur Expense Professional Edition for Administrators

Working with Primary Configuration in Concur Invoice, professional edition

Working with Secondary Configuration and Administrative Tools in Concur Expense Professional Edition

Getting Started with Concur Request Professional for Administrators

Getting Started with Basic Configuration in Concur Invoice Standard Edition

Never Stop Learning.