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Introducing Concur Travel Administration Fundamentals

Unit 1

Exploring Concur Travel Workflow and Company structure

After completing this unit, you will be able to:

  • Interpret the core components of the Concur Travel workflow.
  • Outline the elements of an organization’s company structure in Concur Travel.
  • Introducing Concur Travel workflow
  • Introducing Company Structure
  • Quiz
    • 2 Lessons
    • 21 min

    Exploring Company Administration Features in legacy Concur Travel

    Unit 1

    Introducing Company Administration

    After completing this unit, you will be able to:

    • access and review the Company Administration page in Concur Travel.
  • Exploring the Company Administration Page
  • Quiz
    • 1 Lesson
    • 4 min
    Unit 2

    Working with Approval Queues

    • 2 Lessons
    • 12 min
    Unit 3

    Working in Company Locations

    • 3 Lessons
    • 15 min
    Unit 4

    Working in Org Unit Admin

    • 3 Lessons
    • 38 min
    Unit 5

    Working with Report Admin

    • 3 Lessons
    • 33 min
    Unit 6

    Using Text Customization

    • 2 Lessons
    • 10 min
    Unit 7

    Working in Import Data

    • 3 Lessons
    • 28 min
    Unit 8

    Working in Manage Custom Fields

    • 4 Lessons
    • 43 min
    Unit 9

    Working in Company Settings

    • 2 Lessons
    • 12 min
    Unit 10

    Managing Legal Entities

    • 2 Lessons
    • 17 min

    Exploring User Administration Features in legacy Concur Travel

    Unit 1

    Working in User Administration

    After completing this unit, you will be able to:

    • access and explain the purpose of user administration in Company Administration for Concur Travel.
    • create a new user in Company Administration for Concur Travel.
    • edit and deactivate a User Profile in Company Administration for Concur Travel.
    • manage Non-Employee Settings for Sponsored users in Company Administration for Concur Travel.
  • Introducing User Administration
  • Creating New Users
  • Editing and Deactivating User Profiles
  • Managing Non-Employee Settings (Sponsored User)
  • Quiz
    • 4 Lessons
    • 44 min
    Unit 2

    Assigning Legal Entities

    • 2 Lessons
    • 12 min
    Unit 3

    Working in User Permissions

    • 2 Lessons
    • 12 min
    Unit 4

    Working with Company Groups

    • 2 Lessons
    • 12 min

    Managing Travel Admin Features in legacy Concur Travel

    Unit 1

    Working with Corporate Ghost Cards

    After completing this unit, you will be able to:

    • identify the purpose of Corporate Ghost Cards in Company Administration for Concur Travel.
    • add a new Corporate Ghost Card for bookings in Company Administration for Concur Travel.
    • edit and delete existing Corporate Ghost Cards in Company Administration for Concur Travel.
  • Introducing Corporate Ghost Cards
  • Adding a Corporate Ghost Card
  • Editing and Deleting Corporate Ghost Cards
  • Quiz
    • 3 Lessons
    • 33 min
    Unit 9

    Building Travel Rules

    • 3 Lessons
    • 18 min
    Unit 10

    Working with Travel Reporting

    • 2 Lessons
    • 10 min

    Managing Data Retention in legacy Concur Travel

    Unit 1

    Setting Up Data Retention

    After completing this unit, you will be able to:

    • explain the purpose of Data Retention in Company Administration for Concur Travel.
    • activate the Data Retention feature in Company Administration for Concur Travel.
    • set up Data Retention in Company Administration for Concur Travel.
  • Introducing Data Retention
  • Activating Data Retention
  • Setting Up Data Retention
  • Quiz
    • 3 Lessons
    • 33 min

    Record of Achievement

    Pass all the quizzes and receive a digital badge

    Sample of Record of Achievement badge

    Managing Company Administration in legacy Concur Travel

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