Custom Fields Setup Guide for SAP Concur Standard Edition
This guide provides detailed instructions on setting up custom fields in the SAP Concur Standard Edition. It covers essential configurations, adding new fields, and managing visibility. Users will benefit from step-by-step guidance to optimize their custom fields setup.
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How do I fill this out?
To fill out this form, start by accessing the Custom Fields page in your SAP Concur account. Follow the guide to configure custom fields and add new ones as required. Ensure to manage the visibility settings to suit your organizational needs.
How to fill out the Custom Fields Setup Guide for SAP Concur Standard Edition?
1
Access the Custom Fields page in SAP Concur.
2
Follow the guide to configure custom fields.
3
Add new fields based on your requirements.
4
Manage the visibility settings.
5
Save and review the configurations.
Who needs the Custom Fields Setup Guide for SAP Concur Standard Edition?
1
Finance managers needing to customize expense tracking.
2
HR professionals managing travel requests.
3
IT personnel configuring integrations.
4
Accountants mapping account codes.
5
Managers overseeing invoice processing.
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1
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2
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3
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4
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What are the instructions for submitting this form?
To submit this form, follow the steps provided in the guide. You can email the completed form to the support email provided in your SAP Concur account. Alternatively, use the online submission form available in your SAP Concur account. For further assistance, contact SAP Concur support with the provided contact details. My advice is to review the guide carefully and ensure all configurations are accurate before submission.
What are the important dates for this form in 2024 and 2025?
The form should be updated regularly to reflect the latest updates. Ensure to review the guide periodically for any changes or revisions.
What is the purpose of this form?
The purpose of this form is to assist users in setting up and configuring custom fields within the SAP Concur Standard Edition. Customized fields help better track expenses, manage travel requests, and integrate accounting processes seamlessly. By following the guide, users can optimize their use of SAP Concur for their organizational needs. This guide also helps users understand various configurations dependent on accounting software mapping. Users can map alternate account codes and enable features like the invoice copy-down. The detailed step-by-step instructions ensure that users can add, edit, and delete fields efficiently. In addition to field setup, the guide provides insights into managing visibility settings. Users can customize field visibility based on their organization's requirement to ensure efficient data management and security.
Tell me about this form and its components and fields line-by-line.
- 1. Overview: Provides a general introduction to the guide and its purpose.
- 2. Custom Fields: Detailed instructions on configuring basic and advanced views of custom fields.
- 3. Invoice Copy-Down: Steps to enable and utilize the invoice copy-down feature.
- 4. Add New Fields: Instructions for adding new custom fields to the system.
- 5. Manage Visibility: Guidelines for setting default visibility and managing field visibility.
What happens if I fail to submit this form?
Failing to submit this form may result in incomplete configurations and data management issues. Ensure timely submission to avoid potential setbacks.
- Incomplete Custom Fields Setup: Without submitting the form, the custom fields setup may remain incomplete.
- Incorrect Data Management: Failure to submit may lead to incorrect data management and tracking.
- Visibility Issues: Not submitting the form might result in improper visibility settings for custom fields.
How do I know when to use this form?
- 1. Expense Tracking: Use this form to configure custom fields for better expense tracking.
- 2. Travel Requests: HR professionals can set up custom fields to manage travel requests.
- 3. Accounting Integration: IT personnel can configure integrated accounting software mappings.
- 4. Invoice Processing: Managers can use this form to optimize invoice processing.
- 5. Data Management: Ensure efficient data management by configuring custom fields and visibility settings.
Frequently Asked Questions
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Upload the PDF to PrintFriendly, select the field you want to edit, make the changes, and save the updated document.
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Yes, you can add your signature directly to the PDF using our online signature tool, then save and download the signed document.
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Use PrintFriendly's sharing tools to email the PDF, generate a shareable link, or download and distribute the document.
What if I need to add new fields?
Follow the guide to access the Custom Fields page and add new fields as per your requirements.
How do I manage visibility settings?
Access the visibility settings section in the guide and configure the settings to suit your organizational needs.
Can I edit the list items?
Yes, the guide provides instructions on how to edit, add, and delete list items effectively.
Is there a way to import list items?
Yes, the guide includes steps to download the list import spreadsheet, populate it, and upload it back to the system.
What are the important date revisions?
The guide includes a revision history section detailing significant updates and changes over time.
How do I configure integrated accounting software mapping?
Refer to the section on Integrated Accounting Software Mapping in the guide for detailed instructions.
Can I move or delete fields?
Yes, the guide provides steps to move fields within the system and delete them if no longer needed.
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