Creating Company Notes

Objective

After completing this lesson, you will be able to configure messages that display from the Company Info page.

Company Notes Overview

The purpose of Company Info is to publish information on the home page, such as company policy, contact and training information, important deadlines, etc. Messaging in Expense can be customized per group. For customers with Travel, the internal Travel Administrators and TMC can add items to this section as well. Managing these items requires a separate role called Company Info Administrator.

This feature is not available in the Mobile App.

The image displays the Company Info page with filters showing Language set to English and Show set to All; the action bar shows New enabled and Modify disabled; a table lists three entries with columns for Showing, Info, Start Date, End Date, and Applies To: Concur Training Toolkit with a green check, start date 01/01/2010, end date 01/01/2050, applies to Global; Definition of a Tax Receipt (United Kingdom) with an orange alert icon, start date 01/01/2010, end date 01/01/2012, applies to Global; French Government Tax Web Site with an orange alert icon, start date 01/01/2010, end date 01/01/2012, applies to Global; no areas are highlighted.

Configure Company Notes for the Company Info Page

To create a message for the Company Info section:

Steps

  1. From the Company Info page, select New.

    The image displays the Company Info page with filters set to Language: English and Show: All; the New button above the table is highlighted; a table lists three items with columns for Showing, Info, Start Date, End Date, and Applies To: Concur Training Toolkit with a green check (start 01/01/2010, end 01/01/2050, applies to Global), Definition of a Tax Receipt (United Kingdom) with an orange alert (start 01/01/2010, end 01/01/2012, applies to Global), and French Government Tax Web Site with an orange alert (start 01/01/2010, end 01/01/2012, applies to Global).

  2. Populate the required fields. Enter and design the message in the Company Info section, and then select one of the Save options.

    The image displays the Company Info page with a form to add a new message. Language is set to English. The Headline field shows “New Support Number.” The editor contains the text “New Customer Support Number.” The web address field is blank. Start Date is 05/13/2025 and End Date is 05/20/9999. Applies To is set to Global, and the Update All Languages checkbox is clear. Action buttons at the bottom read Cancel, Save And Back To List, Save And New, and Save. No areas are highlighted.

Summary

  • Company Notes displays messages on the Company Info page.
  • Messages are customizable per group.
  • Requires the Company Info Administrator role.
  • Create messages via the Expense Administration menu.
  • This feature is not available in the mobile app.

Learning

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