Exploring the Basics of Accounting Page

Objectives

After completing this lesson, you will be able to:
  • Describe the Accounting Page.
  • Access Accounting page.

Unit Overview

This unit explores the essential components of accounting page. Throughout this unit, you gain a comprehensive understanding of the accounting page, including insights into how to access and manage it.

After completing this unit, you are able to:

  • Access the accounting page.
  • Enter or select your company's software.
  • Manage alternate account codes.
  • Access references.

Basics of the Accounting Page

The Accounting step allows you to enter information about your company, beginning with identifying the type of business. You can also specify the accounting software package and whether they use alternate account codes based on employee, expense entry, or purchase information.

By specifying this information, SAP Concur can target the configuration defaults to the selected industry and accounting practices.

The image shows a screenshot of an accounting setup page for Concur Expense. The page has a heading that reads Accounting with a subheading that says, Tell us about your company and we'll customize Concur to work best for you. Below, there are two dropdown menus. The first dropdown menu is labeled Select your company's industry and has Nonprofit Institutions selected. The second dropdown menu is labeled Select your accounting software and has SAP B1 selected. There is a blue Save button above the dropdown menus.

Path to Access the Accounting Page

To access the Accounting page, select Edit on Accounting under the Connections section of the Expense Settings page.

The image shows a screenshot of the Settings page with the Connections section visible. The section includes two options: Accounting and Expense File Export. Each option has an Edit button next to it. The Product drop-down is set to Expense, and there is a link to View Basic Settings on the right side of the page.

Log in to track your progress & complete quizzes