Standard Deployment Toolkit

Resources

Expense Admin Training Videos

• Company Card - Manage Accounts
• Company Card - Manage Card Programs
• Company Card - Manage Transactions
• Company Card - Merchant Code Mapping
• Company Card - Settings
• Company Card - View Import Logs
• Expense Processor - Exporting Reports
• Expense Processor - List Settings
• Expense Processor - Preferences
• Expense Processor - Queries
• Expense Processor - Review and Approve
• Expense Processor - Reviewing Receipts
• Expense Processor - Search and Approve
• Expense Processor - Update and Send Back Reports
• Expense Processor - Viewing Allocations and Adding Approvers

Expense Setup Guides

• Overview
• Accounting
• Policy Groups
• Custom Fields
• Expense Types
• Taxation
• Approval Routing
• Compliance Controls
• Car Configuration
• Employee Reimbursement
• Company Card
• File Export Configuration
• Users
• Reporting Configuration
• Localization
• Concur QuickBooks Connector
• Concur Salesforce Connector
• Travel Allowance
• Setting Up the Self-Activated Single-Sign-On Service
• Specifications and Templates for Concur Travel & Expense (This will open a zip file with invoice header/imports). This zipped file contains specifications for Import and Extract data. You will also find Excel templates to assist with data mapping. Please download and review the contents of this file. This will include (employee includes COA, list, vendor, PO imports).

Expense User Guides

• Process Reports
• Expense Pay
• Digital Tax Invoice for Mexico
• Change Log
• Company Card Admin
• Payment Manager
• Pharmaceutical/Medical Device Manufacturers
• Pharma/Medical Devices Attendee Extract
• Web Services
• Accounting Extract - Export File
• Accounting Extract - Export file for QuickBooks IIF
• Rich Data – Company Card Transactions as Receipts