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.
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Overview
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Syllabus
- 予算設定の事前作業ステップの確認
- Exploring the Pre-Work Steps to Complete
- Defining Budget Workflows
- 予算設定の事前作業ステップの確認
- 予算設定の確認と更新
- Introducing the Budget Settings
- Reviewing and Updating the Budget Settings
- 予算設定の確認と更新
- 会計カレンダーの設定
- Introducing the Fiscal Calendar
- Setting Up a Fiscal Calendar
- 会計カレンダーの設定
- 予算カテゴリの設定
- Introducing Budget Categories
- Setting Up a Budget Category
- 予算カテゴリの設定
- 予算項目の作成
- 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
- 予算項目の作成