Exploring the Basics of Localization

Objectives

After completing this lesson, you will be able to:
  • Understand localization.
  • Learn advanced strategies to optimze your localization workflow and maintain consistency across multiple languages.

Unit Overview

This unit is designed for administrators looking to explore the localization features in Concur Expense.

After completing this unit, you will be able to:

  • Understand localization.
  • Localize expense types.
  • Localize cost objects.
  • Localize exceptions and missing receipts.
  • Localize list items and payment types.
  • Learn advanced strategies to optimize your localization workflow and maintain consistency across multiple languages.
  • Access references.

Basics of Localization

A user interface section titled Localize Expense Types with a subtitle that reads, This is where you translate the Expense Types you've defined in a previous step. Below the subtitle, there is a horizontal menu highlighted in yellow, containing the following tabs: Expense Types, Invoice Expense Types, Cost Objects, Exceptions, Missing Receipt Declaration, List Items, and Payment Types. Below the tabs, there is a dropdown menu labeled Target Language: Select a language... and a blue Save button to the left of the dropdown menu. The remainder of the interface appears to be a text input area for entering translations.

Caution

The Localize page is visible only when enabled by SAP Concur.

Introduction to Localization

Localization in Concur Expense involves adapting the software to meet users' language and cultural preferences in different regions. This process ensures that all text, labels, and instructions are accurately translated and culturally appropriate for the target audience. By configuring various elements such as expense types, cost objects, and payment types, organizations can provide a seamless user experience across multiple languages.

To begin localizing content in Concur Expense, you must access the relevant tabs within the Expense Settings or Invoice Settings. Here, you can select the desired target language and enter the localized text for each item. This includes translating exceptions, receipt affidavits, and list items to ensure consistency and clarity for users. Proper localization not only enhances usability but also helps in maintaining compliance with regional regulations.

Importance of Localization

This customization enhances the user experience and helps maintain compliance with regional regulations and standards. Proper localization is crucial for global companies aiming to provide a consistent and efficient expense management process across different countries.

Path to Access Localization/Translations

How to access localization page

Go to the Settings section of the Expense Admin page. Under the Access To Concur section, select Edit on theTranslations tile.

A screenshot of a user interface titled Access To Concur. It contains three options, each with an Edit button next to them. The options are: User Accounts, Manage Single Sign-On, and Translations.(highlighted in yellow).

Advanced Localization Strategies

Streamlining Localization Processes

Optimizing the localization workflow in Concur Expense involves several key strategies.

Utilize Localization Tabs

One practical approach is utilizing the various Localize page tabs, such as the Exceptions, Cost Objects, and Payment Types tabs. Systematically entering localized text for each category ensures that all elements are accurately translated and culturally appropriate.

Regularly review and update the localized content

This includes checking for any missing translations and ensuring that all new content is promptly localized. Regular audits and updates help maintain the accuracy and relevance of the localized content, thereby enhancing the overall user experience for employees across different regions.

Assessing Localization Quality

Ensuring Accurate Localization

Evaluating the effectiveness of localization in Concur Expense involves several key steps. One crucial aspect is ensuring that all localized text, such as exceptions, receipt affidavits, and cost objects, accurately reflects the intended meaning in the target language.

This can be achieved by thoroughly reviewing and testing the localized content within the application.

Gathering User Feedback

Another important factor is user feedback. Gathering input from users who interact with the localized content can provide valuable insights into any discrepancies or areas for improvement.

Additionally, monitoring the usage and performance of localized elements can help identify any issues that may arise, ensuring a seamless experience for all users.

Ensuring Uniformity in Localization

Importance of Consistency

Maintaining consistency across multiple languages is crucial for a seamless user experience. When localizing content in Concur Expense, it is important to ensure that all elements, such as cost objects, exceptions, and receipt affidavits, are accurately translated.

This not only helps in avoiding confusion but also ensures that users can navigate the system effortlessly in their preferred language.

Centralized Localization Process

One effective strategy is to use a centralized localization process. By having a dedicated team or tool to manage translations, you can ensure that all localized text is consistent and adheres to the same standards.

Regular reviews and updates are also essential to keep the localized content relevant and accurate. This approach helps in maintaining the integrity of the content across different languages and regions.

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