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SAP Learning

Working with Secondary Configuration and Administrative Tools in Concur Expense Professional Edition

via SAP Learning

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Overview

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This course will introduce you to configuring and administering secondary expense-related components and how their relationships improve usability, enhance data consistency, and support a more effective expense management environment.

Syllabus

  • Introducing Back Office Administrative Tools
    • Introducing Back Office Tools​
    • Introducing Back Office Administrative Tools
  • Discovering Company Administration
    • Creating a New User
    • Managing User Profiles and Resetting Passwords
    • Searching for User Profiles
    • Creating and Managing User Profiles with the On-Demand Import
    • Assigning User Permissions
    • Proxying and Reviewing Reports as Another User
    • Discovering Company Administration
  • Managing the Processor Queue
    • Creating a Processor Query
    • Processing Expense Reports
    • Locating Expense Reports Ready for Processing
    • Processing Receipts Received
    • Attaching and Reviewing Physical Receipts
    • Managing the Processor Queue
  • Introducing Company Tools
    • Reviewing Scheduled Jobs and Extracts
    • Reviewing Reports Queued for Reimbursement
    • Extending Batches
    • Monitoring Funding Accounts
    • Locating User Profiles and Banking Information
    • Assigning and Maintaining Company Cards
    • Maintaining Merchant Codes
    • Viewing Credit Card Imports
    • Locating Employee Cash Advance Balances
    • Creating, Issuing, and Maintaining a Cash Advance
    • Locating a Cash Advance Status
    • Maintaining Attendees
    • Introducing Company Tools
  • Introducing the Secondary Configuration Components
    • Introducing the Secondary Configuration Components
    • Introducing the Secondary Configuration Components
  • Creating Audit Rules
    • Activating a Custom Audit Rule
    • Configuring a Custom Audit Rule
    • Creating an Exception Message
    • Configuring Random Audit Rules
    • Describing Validation Rules
    • Creating Audit Rules
  • Maintaining Car Mileage
    • Maintaining Personal Car Rates
    • Maintaining Company Car Rates
    • Reviewing Automated and Custom Mileage Rates
    • Maintaining Car Mileage
  • Maintaining Delegate Configuration
    • Configuring and Maintaining Expense Delegates
    • Maintaining Delegate Configuration
  • Configuring Email Reminders
    • Creating an Email Reminder Rule
    • Activating an Email Reminder
    • Configuring Email Reminders
  • Configuring Attendees
    • Creating and Maintaining New Attendee Types
    • Importing Attendees
    • Configuring Attendees
  • Configuring Receipt Handling
    • Activating Receipt Handling Rules
    • Creating a Receipt Handling Rule
    • Configuring Payment Hold
    • Configuring Scan Configuration
    • Configuring Receipt Imaging
    • Configuring Approved Senders
    • Configuring Receipt Handling
  • Working with Locations
    • Configuring Locations
    • Working with Locations
  • Modifying Printed Reports
    • Managing Printed Reports
    • Modifying Printed Reports
  • Maintaining Tax Administration
    • Configuring and Managing Tax Authorities
    • Maintaining Tax Administration
  • Maintaining Shared Configuration Administrators
    • Searching Administrative Change Logs
    • Creating Company Notes
    • Accessing Configuration Reports
    • Maintaining Reimbursement Currencies
    • Localizing Custom Site Labels
    • Maintaining Site Settings
    • Maintaining Shared Configuration Administrators
  • Maintaining Cognos Settings
    • Configuring Reporting Preferences
    • Maintaining Fiscal Calendars
    • Mapping Expense Concept Fields
    • Maintaining Cognos Settings
  • Creating Test Users
    • Activating Test Users
    • Cloning Test Users
    • Creating Test Users
  • Maintaining Training Documentation
    • Activating Training Simulations
    • Maintaining Document Resources
    • Creating Administrative Contacts
    • Creating Alternate Training URLs
    • Maintaining Training Documentation
  • Configuring Travel Allowance
    • Selecting Rate Bundles
    • Creating Employee-Related Configurations
    • Configuring Travel Allowance

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