MakeWay Foundation
Topics
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Default chapter 1
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Administration 10
- Adding Awards, Designations, and Departments
- Creating Audit Rules
- Adding Expense Types to Expense Module
- Credit Card Program Management
- Processing Credit Card Expenses > 90 Days
- Adding GL Accounts to Invoice Module
- PO Matching Administration
- Requesting new reports or changes to reports
- Dealing with Integration Errors
- When to contact Concur Support?
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Expense Claims 12
- Entering Expenses in to Concur
- Submitting Expense Claims
- Expense Type to GL Account Mapping
- Adding Attendees (Business Meals, etc.)
- Approver's Responsibilities
- Approving or Rejecting an Expense Claim
- Creating an Expense Claim
- Adding a Personal Vehicle to claim Mileage Expense
- How to Review Expenses for Fraud?
- How to deal with Missing Receipts
- Searching for Past Expenses and Checking Payment Status
- Entering Expenses paid in USD
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Payment Requests 18
- Advance Per Diem Payment to a Third Party (Non-Employee)
- Approver's Responsibilities
- Approving or Rejecting a Payment Request
- Creating a Payment Request
- Honoraria Requests Paid Directly to the Recipient
- How to Forward a Request to an Approver who is not the Default Approver
- How to Review for Fraud
- Itemizing Tax on Payment Requests
- Requesting a Cash Advance
- Reconciling a Cash Advance
- Reconciling Honoraria Paid by Cash Advance
- Requesting the Initial Petty Cash Amoujnt
- Reconciling Petty Cash
- Rush Payment Requests
- Creating a Recurring Request
- Self-Approving a Payment Request
- Splitting / Allocating Lines to Different Coding
- Viewing Previously Submitted Invoices