会社管理の発見
プロセッサキューの管理
AP ダッシュボードの更新
会社ツールの概要
経費タイプおよび勘定科目コードの更新
監査ルールの作成
読み込み処理のカスタマイズ
代理構成の更新
備忘メールの設定
リスト管理の設定
ワークフローの更新
ルーティング設定の更新
購買発注の設定
共有管理設定の導入
購買依頼および請求書固有設定の更新
テストユーザの登録
Cognos 設定の更新
トレーニング文書の更新

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.