Descobrindo a administração da empresa
Administrando as filas de processador
Atualizar o dashboard de contabilidade de fornecedores
Introdução às ferramentas da empresa
Manutenção de tipos de despesa e códigos de conta
Criar regras de auditoria
Personalização do processamento de captura
Atualizar configuração de delegado
Configuração de lembretes por e-mail
Configuração da administração de listas
Atualizar workflows
Atualizar configuração de roteamento
Configurar pedido de compra
Introdução às configurações administrativas compartilhadas
Manutenção de configurações específicas de solicitação de compra e fatura
Criação de usuários de teste
Manutenção das configurações do Cognos
Atualização da documentação de treinamento

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 Concur Invoice and Expense can be customized per group. For customers with Concur 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.

Company Info configuration page.

Configure Company Notes for the Company Info Page

Review the following steps to learn how to create a message in Company Info.

Steps

  1. On the Invoice Administration menu, select Company Info, and then select New.

    Screenshot of a Company Info page in an admin system, with a “New” button and a list of entries including their start and end dates. The “Company Info” menu item and New button are highlighted.
  2. Populate the required fields. Enter and design the message in the Company Info section, and then select one of the Save options. To have an endless message, enter 9999 as the end year.

    A Company Info entry form with fields for language, headline, company info, start/end dates, and buttons to save at the bottom. The company info text box and save buttons are highlighted.