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SAP Learning

Working with Primary Configuration in Concur Expense Professional Edition

via SAP Learning

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Overview

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This course will introduce you to configuring primary expense-related components and how their relationships influence behavior, ensure compliance, and deliver an effective, reliable expense management environment. 

Syllabus

  • Introducing Primary Configuration
    • Introducing the Global Template
    • Exploring the Expense Configuration Relationship Diagram
    • Exploring the Expense Primary Configuration Tools
    • Introducing Primary Configuration
  • Configuring List Management
    • Introducing List Management
    • Managing Custom List Items
    • Importing and Managing Lists Using the On-Demand Import
    • Creating and Managing Vendor Lists
    • Configuring List Management
  • Configuring Forms and Fields
    • Forms and Fields: Form Types
    • Forms and Fields: Forms
    • Forms and Fields: Fields
    • Forms and Fields: Connected List
    • Forms and Fields: Form Fields
    • Forms and Fields: Conditional Fields
    • Forms and Fields: Validation
    • Configuring Forms and Fields
  • Configuring Payment Types
    • Introducing Payment Types
    • Creating Payment Types
    • Configuring Payment Types
  • Managing Expense Types and Ledgers
    • Activating Expense Types and Account Codes
    • Importing Expense Types
    • Configuring the Itemization Wizard
    • Creating Expense Type Descriptions and Quick Tips
    • Creating General Ledgers
    • Modifying Accounting Hierarchies
    • Maintaining Account Codes
    • Managing Expense Types and Ledgers
  • Maintaining Workflows
    • Understanding Workflows
    • Configuring Workflows
    • Maintaining Expense Report Approval Statuses
    • Configuring Email Notifications
    • Managing Confirmation Agreements
    • Maintaining Authorized Approvers
    • Maintaining Cost Object Approvers
    • Creating and Maintaining Reason Codes and Categories
    • Maintaining Workflows
  • Managing Feature Hierarchies
    • Modifying Feature Hierarchy
    • Managing Feature Hierarchies
  • Configuring Policies
    • Understanding Expense Policy Configuration
    • Configuring Policies
  • Configuring Group Configurations
    • Introducing Group Configuration
    • Configuring Employee Groups
    • Configuring Expense Groups
    • Configuring Group Configurations

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