Professional Deployment Toolkit

Expense: Configuration and Validation

During the Configuration and Validation phase, you will test and validate your system configuration. You will also train your staff on back office and configuration tools.

Review the information in the steps outlined below. Note that some items may not be relevant to your implementation.

Register for FREE instructor-led webinars and view recorded training sessions on the Customer Learning Series page. These webinars are focused on Administration and Configuration topics.

TripLink, TripIt Pro and Supplier Connections resources are located here

TripLink, TripIt Pro and Supplier Connections resources are located here

Back Office Tools Training

Topic Videos Guides Web Page
User Administration (Shared)
video
(7 min)
guide
Attendee Configuration
video
Expense Processor - Search and Approve
video
(3 min)
Email Reminders
video
Expense Processor guide
Reporting User Guide guide
Company Card - Manage Card Programs
video
Japan Public Transport guide
Expense Processor - Preferences
video
(2 min)
In-Product Messaging: Learn More (Shared) guide
Company Card - View Import Logs
video
(1 min)
Locations (Shared)
video
(5 min)
guide
Attendee Import (Shared)
video
guide
Expense Processor - Update and Send Back Reports
video
(3 min)
Sponsored Guest User
video
guide
Expense Processor - Viewing Allocations and Adding Approvers
video
(2 min)
File Transfer for Customers and Vendors (Shared) guide
Company Card - Manage Transactions
video
(4 min)
Locate & Alert
video
(4 min)
Company Bill Statements
video
guide web page
Expense Processor - Queries
video
(4 min)
Enabling Expense Assistant - Admin
video
(2 min)
guide
Company Card and Company Bill Statement Administrator guide
List Management
video
Company Info (Shared)
video
(4 min)
guide
Travel Allowance (United States) guide
Cash Advance Admin
video
guide
Expense Proxy Logon
video
(2 min)
guide
Expense Processor - Exporting Reports
video
(1 min)
Payroll Integration
video
guide
Company Card - Merchant Code Mapping
video
(3 min)
Receipt Handling
video
(8 min)
Employee Import (Shared)
video
(8 min)
Expense Processor - Receipts
video
(2 min)
Expense Processor - Review and Approve
video
(6 min)
Audit Rules
video
Currency Administrator
video
(3 min)
guide
App Center Administrator (Shared) guide
Company Card - Manage Accounts
video
Import/Extract Monitor (Shared)
video
(4 min)
guide
Expense Processor - List Settings
video
(1 min)
Changing Travel and Expense Policies
video
Company Card - Settings
video
(2 min)
Report Admin (Shared)
video
(2 min)
Travel Allowance Administrator - Updating Travel Allowance
video
(3 min)
guide

Configuration Tools Training

Topic Videos Guides
App Center Administrator (Shared)
File Transfer for Customers and Vendors (Shared)
User Administration (Shared)
Text Customization
Test User Administration (Shared)
Audit Rules
Training Administration (Shared)