This course provides you with the essential knowledge and skills to configure Budget integrated with Concur Expense Standard Edition. You will learn how to use the Budget Configuration tool to meet your company’s business needs.
Overview
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Syllabus
- Exploring the Budget Configuration Pre-Work Steps
- Exploring the Pre-Work Steps to Complete
- Defining Budget Workflows
- 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
- Creating Budget Items
- Introducing Budget Items
- Setting Up a Budget Item
- Setting Up the optional Budget Tracking Fields Tab
- Setting Up the optional Manage Viewers Tab
- Setting Up the optional Manage Approvers Tab
- Setting Up the optional Filter by Managers Tab
- Setting Up the Adjustments Tab
- Importing Budget Items
- Removing Budget Items
- Performing a Bulk Export
- Setting Up a Team Budget
- Creating Budget Items