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SAP Learning

Integrating Budget with Concur Expense Professional Edition

via SAP Learning

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Overview

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This course provides you with the essential knowledge and skills to configure Budget integrated with Concur Expense on the Professional platform. You will learn how to use the Budget Configuration tool to meet your company’s business needs.

Syllabus

  • Exploring the Budget Configuration Pre-work Steps
    • Exploring the Pre-Work Steps to Complete
    • Exploring the Budget Configuration Pre-work Steps
  • Reviewing and Updating the Budget Settings
    • Introducing the Budget Settings
    • Reviewing and Updating the Budget Settings
    • Reviewing and Updating the Budget Settings
  • Setting Up a Fiscal Calendar
    • Introducing the Fiscal Calendar
    • Setting Up a Fiscal Calendar
    • Setting Up a Fiscal Calendar
  • Setting Up Budget Categories
    • Introducing Budget Categories
    • Setting Up a Budget Category
    • Setting Up Budget Categories
  • Setting Up Budget Tracking Fields
    • Introducing Budget Tracking Fields
    • Setting Up a Budget Tracking Field
    • Setting Up Budget Tracking Fields
  • Creating Budget Items
    • Introducing Budget Items
    • Setting Up a Budget Item
    • Setting Up the Budget Tracking Fields (optional) Tab
    • Setting Up the Manage Viewers (optional) Tab
    • Setting Up the Manage Approvers (optional) Tab
    • Setting Up the Filter by Managers (optional) Tab
    • Setting Up the Adjustments Tab
    • Importing Budget Items
    • Removing Budget Items
    • Performing a Bulk Export
    • Setting Up a Team Budget
    • Creating Budget Items

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