This course provides you with the essential knowledge and skills to configure Budget integrated with Concur Expense Professional Edition. You will learn how to use the Budget Configuration tool to meet your company’s business needs.
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Syllabus
- 了解预算配置预处理步骤
- Exploring the Pre-Work Steps to Complete
- 了解预算配置预处理步骤
- 检查和更新预算设置
- Introducing the Budget Settings
- Reviewing and Updating the Budget Settings
- 检查和更新预算设置
- 设置财政日历
- Introducing the Fiscal Calendar
- Setting Up a Fiscal Calendar
- 设置财政日历
- 设置预算类别
- Introducing Budget Categories
- Setting Up a Budget Category
- 设置预算类别
- 设置预算跟踪字段
- Introducing Budget Tracking Fields
- Setting Up a Budget Tracking Field
- 设置预算跟踪字段
- 创建预算项目
- 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
- 创建预算项目