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Getting Started with Basic Configuration in Concur Invoice Standard Edition

Unit 1

Navigating the Invoice Settings and Help Menu

After completing this unit, you will be able to:

  • Navigate the Invoice Settings Page.
  • Navigate the Help Menu.
  • Navigating the Invoice Settings Page
  • Exploring the Help Menu
  • Quiz
    • 2 Lessons
    • 1 hr 20 min
    Unit 2

    Creating and Managing User Accounts

    • 3 Lessons
    • 1 hr 30 min
    Unit 3

    Working with Vendors

    • 2 Lessons
    • 1 hr 45 min
    Unit 4

    Configuring Custom Fields

    • 3 Lessons
    • 1 hr 30 min

    Setting Up the Core Configuration for Concur Invoice Standard Edition

    Unit 1

    Configuring Invoice Approvals and Workflow Preferences

    After completing this unit, you will be able to:

    • Describe the purpose and key features of Invoice Approvals.
    • Configure Invoice approvals and workflow preferences.
  • Exploring Invoice approvals
  • Configuring Invoice Approvals
  • Quiz
    • 2 Lessons
    • 1 hr 10 min
    Unit 2

    Configuring Invoice Compliance

    • 2 Lessons
    • 49 min

    Working with Payment Manager and Processing Invoices in Concur Invoice Standard Edition

    Unit 1

    Working with Invoice Processor

    After completing this unit, you will be able to:

    • Describe the functionalities of the Invoice Processor screen.
    • Create and edit Processor Queries.
    • Review and process invoices.
  • Exploring the Invoice Processor
  • Managing Queries
  • Reviewing and Processing Invoices
  • Quiz
    • 3 Lessons
    • 1 hr 15 min
    Unit 2

    Working with Invoice Payment Manager

    • 2 Lessons
    • 1 hr 15 min

    Setting up Optional Configurations in Concur Invoice Standard Edition

    Unit 1

    Working with Self-Activated Single Sign-On

    After completing this unit, you will be able to:

    • Describe the purpose, features, and options of the Single Sign-On service for Concur Standard Edition.
    • Configure Single Sign-On service for Concur Standard Edition.
  • Exploring Single Sign-On Service
  • Configuring the Single Sign-On Service
  • Quiz
    • 2 Lessons
    • 58 min
    Unit 4

    Working with Capture Processing

    • 2 Lessons
    • 55 min
    Unit 5

    Working with VAT Tax Codes for Invoices

    • 2 Lessons
    • 1 hr 40 min

    Record of Achievement

    Pass all the quizzes and receive a digital badge

    Sample of Record of Achievement badge

    Getting Started with Concur Invoice Standard Edition for Administrators

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