Document Resources are the Quick Start Guides displayed in the Guides and FAQs section of the Training page. You can add links to documents outside of Concur here.
Discovering Company Administration
Managing the Processor Queues
- Creating a Purchase Request Processor Query7 min
- Maintaining Purchase Request Processor Preferences4 min
- Locating and Processing Purchase Requests4 min
- Creating a Purchase Order Processor Query8 min
- Maintaining Purchase Order Processor Preferences6 min
- Locating and Transmitting Purchase Orders4 min
- Creating an Invoice Processor Query6 min
- Maintaining Invoice Processor Preferences5 min
- Locating and Processing Invoices4 min
- Quiz
Maintaining the AP Dashboard
- Managing the AP User Dashboard9 min
- Importing Vendors5 min
- Managing Approved and Unapproved Vendors6 min
- Importing Vendor Access Mapping4 min
- Managing Default Expense Types5 min
- Maintaining Invoice Capture Batch Lists7 min
- Verifying Client Managed Captures4 min
- Maintaining Invoice Payments6 min
- Configuring Invoice Reimbursements9 min
- Quiz
Introducing Company Tools
Maintaining Expense Types and Account Codes
Creating Audit Rules
Customizing Capture Processing
Maintaining Delegate Configuration
Configuring Email Reminders
Configuring List Management
Maintaining Workflows
- Configuring Email Notifications5 min
- Managing Confirmation Agreements4 min
- Maintaining Invoice Authorized Approvers4 min
- Maintaining Purchase Request Authorized Approvers4 min
- Maintaining Invoice Cost Object Approvers5 min
- Maintaining Purchase Request Cost Object Approvers5 min
- Creating and Maintaining Invoice Reason Codes and Categories4 min
- Creating and Maintaining Purchase Request Reason Codes and Categories4 min
- Quiz
Maintaining Routing Configuration
Configuring Purchase Order
Introducing Shared Administrative Settings
Maintaining Purchase Request and Invoice Specific Settings
Creating Test Users
Maintaining Cognos Settings
Discovering Company Administration
Managing the Processor Queues
- Creating a Purchase Request Processor Query7 min
- Maintaining Purchase Request Processor Preferences4 min
- Locating and Processing Purchase Requests4 min
- Creating a Purchase Order Processor Query8 min
- Maintaining Purchase Order Processor Preferences6 min
- Locating and Transmitting Purchase Orders4 min
- Creating an Invoice Processor Query6 min
- Maintaining Invoice Processor Preferences5 min
- Locating and Processing Invoices4 min
- Quiz
Maintaining the AP Dashboard
- Managing the AP User Dashboard9 min
- Importing Vendors5 min
- Managing Approved and Unapproved Vendors6 min
- Importing Vendor Access Mapping4 min
- Managing Default Expense Types5 min
- Maintaining Invoice Capture Batch Lists7 min
- Verifying Client Managed Captures4 min
- Maintaining Invoice Payments6 min
- Configuring Invoice Reimbursements9 min
- Quiz
Introducing Company Tools
Maintaining Expense Types and Account Codes
Creating Audit Rules
Customizing Capture Processing
Maintaining Delegate Configuration
Configuring Email Reminders
Configuring List Management
Maintaining Workflows
- Configuring Email Notifications5 min
- Managing Confirmation Agreements4 min
- Maintaining Invoice Authorized Approvers4 min
- Maintaining Purchase Request Authorized Approvers4 min
- Maintaining Invoice Cost Object Approvers5 min
- Maintaining Purchase Request Cost Object Approvers5 min
- Creating and Maintaining Invoice Reason Codes and Categories4 min
- Creating and Maintaining Purchase Request Reason Codes and Categories4 min
- Quiz
Maintaining Routing Configuration
Configuring Purchase Order
Introducing Shared Administrative Settings
Maintaining Purchase Request and Invoice Specific Settings
Creating Test Users
Maintaining Cognos Settings
Maintaining Document Resources
Objective
After completing this lesson, you will be able to manage SAP Concur and internal training resources
Document Resources Overview
Maintain Document Resources
Review the following steps to learn how to maintain the Document Resources tab.
Steps
From the Training Configuration page, select the Document Resources tab.
Select New, enter all required fields, and then select Save.
Summary
- Explain document resources as Quick Start Guides shown in the Guides and FAQs section.
- Add external document links by maintaining Document Resources in Training Administration.
- Create a new document resource by selecting New, completing required fields, and saving.
- Link to documents outside Concur to centralize training references.
Reference
| Topic | Link |
|---|---|
| Training Administration | SAP Help Portal |