Updating Your Profile
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February 2014
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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
• Add favorite attendees to your profile
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Click Profile tab to
set up profile
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Select Expense Information
from the Sidebar Menu
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Verify your Business
Unit and Dept ID
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To update your Business Unit
and Dept ID,
click drop-down arrows
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After updates have been made, click “Save”
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A default SpeedType
may also be set up in
this field
To update your
Business Unit, click the
drop-down arrow and
select
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To update your Dept ID, click on the dropdown 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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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”.
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Search for Delegates by
entering name
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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
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You can specify when to receive email notifications
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You 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.
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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.
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Search for approvers by name, email address
or log-on ID
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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
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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.
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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”.
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Select an attendee to edit or delete profile
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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:
UserSupport@concur.com
CO Solution Center:
Tel:
(415)476-2126
Email:
COSolutionCenter@ucsf.edu
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Congratulations!
You have successfully completed the training for
Updating Your Profile in MyExpense.
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