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

Syllabus

Introducing Administrative Tools

Introducing Back Office Tools
Introducing 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
Assigning User Permissions
Proxying as Another User
Discovering Company Administration

Managing the Processor Queues

Creating a Purchase Request Processor Query
Maintaining Purchase Request Processor Preferences
Locating and Processing Purchase Requests
Creating a Purchase Order Processor Query
Maintaining Purchase Order Processor Preferences
Locating and Transmitting Purchase Orders
Creating an Invoice Processor Query
Maintaining Invoice Processor Preferences
Locating and Processing Invoices
Managing the Processor Queues

Maintaining the AP Dashboard

Managing the AP User Dashboard
Maintaining Invoice Capture Batch Lists
Verifying Client Managed Captures
Maintaining Invoice Payments
Configuring Invoice Reimbursements
Maintaining the AP Dashboard

Introducing Company Tools

Reviewing Scheduled Jobs and Extracts
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
Creating Audit Rules

Maintaining Unrestricted Required Configuration Components

Reviewing Unrestricted Requirements
Reviewing Capture Processing Admin
Reviewing Capture Processing Admin Forms and Fields
Maintaining Capture Processing Admin Task Definition
Maintaining Capture Processing Admin Email Administration
Reviewing Capture Processing Admin Supplier Emails
Maintain Other Capture Processing Settings
Introducing Purchase Order Matching
Configuring Purchase Order Matching Rules
Maintaining Unrestricted Required Configuration Components

Configuring Email Reminders

Creating an Email Reminder Rule
Activating an Email Reminder
Configuring Email Reminders

Maintaining Delegate Configuration

Configuring and Maintaining Invoice Delegate permissions
Configuring and Maintaining Purchase Request Delegate
Maintaining Delegate Configuration

Introducing Shared Administrative Settings

Searching Administrative Change Logs
Creating Company Notes
Accessing Configuration Reports
Maintaining Supplier Payable Currencies
Maintaining Invoice Settings
Localizing Custom Labels
Introducing Shared Administrative Settings

Creating Test Users

Activating Test Users
Cloning Test Users
Creating Test Users

Maintaining Cognos Settings

Configuring Reporting Preferences
Maintaining Fiscal Calendars
Mapping Invoice Concept Fields
Maintaining Cognos Settings

Maintaining Training Documentation

Activating Training Simulations
Maintaining Document Resources
Creating Administrative Contacts
Creating Alternate Training URLs
Maintaining Training Documentation

Maintaining Routing Configuration

Create Routing Hierarchy Mapping Lists
Import Routing Hierarchy Mappings
Maintaining Routing Configuration

Maintaining Purchase Request and Invoice Specific Settings

Maintain Purchase Request Units of Measure
Configure Shipping Configurations
Maintaining Purchase Request and Invoice Specific Settings

Reviews

Start your review of Working with Secondary Configuration and Administrative Tools in Concur Invoice Professional Edition

Future-Proof Your Career: AI Manager Masterclass

The Private Equity Associate Certification

Become an AI & ML Engineer with Cal Poly EPaCE — IBM-Certified Training

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

Working with Primary Configuration in Concur Invoice Professional Edition

Working with Invoice Provider ACH for Concur Invoice, professional edition

Working with Payment Manager for Virtual Card Payments in Concur Invoice, professional edition

Working with Primary Configuration in Concur Expense Professional Edition

Learn AI, Data Science & Business — Earn Certificates That Get You Hired Ad

10 Best Bookkeeping Courses for 2026 (Free & Paid)

Never Stop Learning.