회사 관리 검색
처리자 큐 관리
회사 툴 소개
경비 유형 및 계정 코드 관리
감사 규칙 생성
차량 주행 거리 유지보수
대리인 구성 유지보수
이메일 알림 구성
리스트 관리 구성
참석자 구성
영수증 처리 구성
위치 작업
인쇄된 리포트 수정
세무 관리 유지보수
Concur Expense Professional 사이트 사용자 정의
워크플로우 유지보수
Cognos 설정 유지보수
테스트 사용자 생성
교육 문서 유지보수
출장 수당 구성
사이트 설정 구성

Maintaining Site Settings

Objective

After completing this lesson, you will be able to configure and describe common site settings.

Site Settings Overview

Site Settings activate and deactivate certain system-wide functions. You can’t make these settings specific to a group, country, or policy; the settings are turned on or off for all users in the system. The global template is already configured with the most used site settings activated.

The image displays an expense configuration settings page. Blue Save and Cancel buttons appear at the top. A long list of options shows checkboxes, with most selections highlighted in blue. Examples include allowing users to email and print reports, opt into Expense Assistant, remove e‑receipts and trip segments, merge expenses, copy reports, add expenses via Quick Expenses and Mileage grids, manage favorite allocations, and use cash advance features. A dropdown labeled Non Domestic Tax Field shows “Select Custom Field.” A section titled “Select additional employee fields to display in user search results” contains two lists with blue Add and Remove buttons. At the bottom, checkboxes allow search by Employee ID, enable validation rules, reuse the same receipt, and add new expenses to addendum reports.

Configure Site Settings

To configure site settings:

Steps

  1. From the Site Settings page, make the appropriate changes and then select Save.

    The image displays an expense configuration settings page. A pink box highlights the blue Save button at the top left. A blue Cancel button sits beside it. The page lists many checkboxes, most selected, such as allowing users to email and print reports, opt into Expense Assistant, remove e‑receipts and trip segments, merge expenses, copy reports, add expenses via Quick Expenses and Mileage grids, manage favorite allocations, and use cash advance features. A dropdown labeled Non Domestic Tax Field shows “Select Custom Field.” A section titled “Select additional employee fields to display in user search results” includes two lists with Add and Remove buttons. Additional checkboxes at the bottom allow search by Employee ID, enable validation rules, reuse the same receipt, and add new expenses to addendum reports.

Summary

  • Manage system-wide settings in Expense Admin > Site Settings.
  • Activate or deactivate features for all system users.
  • Note that settings apply globally, not to specific groups or policies.
  • Save changes to apply updated site settings.
Learning
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