Updating Your Profile

Updating Your Profile

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February 20141

Objectives

After completing this lesson, you should be able to:

• Set a default Business Unit, Dept ID, and SpeedType in your Profile

• Add a delegate to your profile

• Change email notification preferences

• Designate a default authorized approver for your expenses

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• Add favorite attendees to your profile

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Click Profile tab to set up profile

Click Profile tab to set up profile

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Select Expense Information from the Sidebar Menu

Select Expense Information from the Sidebar Menu

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Verify your Business Unit and Dept ID

Verify your Business Unit and Dept ID

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To update your Business Unit and Dept ID,

click drop-down arrows

To update your Business Unit and Dept ID,

click drop-down arrows

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After updates have been made, click “Save”After updates have been made, click “Save”

To update your Business Unit, click the drop-

down arrow and select

To update your Business Unit, click the drop-

down arrow and select

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To update your Dept ID, click on the drop-down arrow. To search by number, change the “Type to Search by” to “Code”. Type the

first 3 digits and a list of Dept IDs will appear. Select the appropriate Dept ID

To update your Dept ID, click on the drop-down arrow. To search by number, change the “Type to Search by” to “Code”. Type the

first 3 digits and a list of Dept IDs will appear. Select the appropriate Dept ID

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A default SpeedType may also be set up in

this field

A default SpeedType may also be set up in

this field

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Expense Delegates can create, edit, and/or submit expense reports on your behalf.

To assign an Expense Delegate,select Expense Delegates from the Expense Settings sidebar.

Expense Delegates can create, edit, and/or submit expense reports on your behalf.

To assign an Expense Delegate,select Expense Delegates from the Expense Settings sidebar.

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To add Expense Delegates, click “Add”.

To add Expense Delegates, click “Add”.

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Search for Delegates by entering name

Search for Delegates by entering name

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Click on applicable options and “Save”.

Click on applicable options and “Save”.

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You can also change your email preferences.Click the Expense Settings sidebar &

select Expense Preferences

You can also change your email preferences.Click the Expense Settings sidebar &

select Expense Preferences

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You can specify when to receive email notificationsYou can specify when to receive email notifications

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You can also turn on/off a system promptYou can also turn on/off a system prompt

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This option should remain checked so that you will have the option of routing your expense

report to an alternate approver.

This option should remain checked so that you will have the option of routing your expense

report to an alternate approver.

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Once preferences are selected, click “Save”.Once preferences are selected, click “Save”.

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Next, you can designate an approver for your expense reports. From the Expense Settings

sidebar, select Expense Approvers.

Next, you can designate an approver for your expense reports. From the Expense Settings

sidebar, select Expense Approvers.

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Search for approvers by name, email address or log-on ID

Search for approvers by name, email address or log-on ID

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Once approver has been selected, click “Save”.

Once approver has been selected, click “Save”.

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Lastly, you can add and edit the favorite attendees that you use in your expense reports.

From the Expense Settings sidebar, select Favorite Attendees

Lastly, you can add and edit the favorite attendees that you use in your expense reports.

From the Expense Settings sidebar, select Favorite Attendees

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This page displays the attendees that have appeared in your previous expense reports.

You can add, delete or edit any of the attendees on the list.

This page displays the attendees that have appeared in your previous expense reports.

You can add, delete or edit any of the attendees on the list.

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If you have a frequent group of attendees, you can create an Attendee Group using these attendees. Once the attendees are

added under Favorite Attendees, click the “Attendee Groups” tab and “Add New”. Name the group and click the box next to the

attendees you want to add to the group. Click “Save”.

If you have a frequent group of attendees, you can create an Attendee Group using these attendees. Once the attendees are

added under Favorite Attendees, click the “Attendee Groups” tab and “Add New”. Name the group and click the box next to the

attendees you want to add to the group. Click “Save”.

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Select an attendee to edit or delete profileSelect an attendee to edit or delete profile

Let’s Summarize . . .• You can set a default Business Unit, Dept ID, and SpeedType in your Profile

• Use the Profile menu to add a delegate

• Update email notification preferences in your profile

• Designate a default authorized approver for your expenses

• Add, delete, or update favorite attendees in your profile.

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Questions

Concur User Support Desk: Tel: (866)793-4040 Email: [email protected]

CO Solution Center: Tel: (415)476-2126

Email: [email protected]

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Congratulations!

You have successfully completed the training forUpdating Your Profile in MyExpense.

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