{"id":6830,"date":"2021-07-05T10:55:03","date_gmt":"2021-07-05T14:55:03","guid":{"rendered":"https:\/\/carleton.ca\/facts\/?p=6830"},"modified":"2021-07-14T10:42:33","modified_gmt":"2021-07-14T14:42:33","slug":"sap-concur-tip-3-posting-access-not-required","status":"publish","type":"post","link":"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-3-posting-access-not-required\/","title":{"rendered":"SAP Concur Travel and Expense Tip #3: Posting Access is Not Required"},"content":{"rendered":"<p>The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we\u2019ve seen and the questions we\u2019ve been asked.<\/p>\n<h3>Wait!\u00a0 What does \u2018posting access is not required\u2019 mean?<\/h3>\n<p>This means that users can search for and choose from nearly all of Carleton\u2019s indexes.\u00a0 It does NOT mean that they have permission to use them.<\/p>\n<p>Approvers have to pay close attention to the index\/es on reports and requests.\u00a0 Approvers can change the index on reports and requests that they are approving.<\/p>\n<h3>Wait!\u00a0 If users can see all indexes, can they see the amount available in my funding source?<\/h3>\n<p>No!\u00a0 <u>All<\/u> they can see is the code (e.g. D498) and the text (e.g. Finance Office).<\/p>\n<h3>If you have access to multiple sources of funding, you can create a pick list of your indexes.<\/h3>\n<p>Every time you save an index in the header, it is added to your list of most recently used.\u00a0 This means that you don\u2019t have to search for that particular index each time you want to use it.\u00a0 If you find this saves you time, you can add all of the indexes you have access to the \u2018Most Recently Used\u2019 list.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-6835\" src=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.1.jpg\" alt=\"\" width=\"553\" height=\"154\" srcset=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.1.jpg 553w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.1-240x67.jpg 240w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.1-400x111.jpg 400w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.1-160x45.jpg 160w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.1-360x100.jpg 360w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><\/p>\n<h3>Here\u2019s how you add to your \u2018Most Recently Used\u2019 list:<\/h3>\n<ul>\n<li>When you are creating a new report, fill in the header information. Choose the index you want to add to your \u2018Most Recently Used\u2019 pick list (e.g. (D482) Business Operations\u2019).<\/li>\n<li>Click on the blue \u2018Create Report\u2019 button.<\/li>\n<li>After you do this, \u2018(D482) Business Operations\u2019 will be added to your \u2018Most Recently Used\u2019 list.<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-6836\" src=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.2.jpg\" alt=\"\" width=\"534\" height=\"164\" srcset=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.2.jpg 534w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.2-240x74.jpg 240w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.2-400x123.jpg 400w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.2-160x49.jpg 160w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.2-360x111.jpg 360w\" sizes=\"(max-width: 534px) 100vw, 534px\" \/><\/p>\n<ul>\n<li>If you have another index to add to your \u2018Most Recently Used\u2019 list, you can go back to the header by clicking on \u2018Report Details\u2019 and choosing \u2018Report Header\u2019 from the drop-down list.<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-6837\" src=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.3.jpg\" alt=\"\" width=\"250\" height=\"247\" srcset=\"https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.3.jpg 250w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.3-240x237.jpg 240w, https:\/\/carleton.ca\/facts\/wp-content\/uploads\/Tip3.3-160x158.jpg 160w\" sizes=\"(max-width: 250px) 100vw, 250px\" \/><\/p>\n<ul>\n<li>Once again, choose the index you want to add to your \u2018Most Recently Used\u2019 pick list and click on the blue \u2018Save Report\u2019 button.<\/li>\n<li>Repeat until you\u2019ve added all of your indexes to your \u2018Most Recently Used\u2019 list.<\/li>\n<\/ul>\n<h3>Questions?<\/h3>\n<p>Visit <a href=\"https:\/\/carleton.ca\/facts\/travel\/\">https:\/\/carleton.ca\/facts\/travel\/<\/a> or contact <a href=\"&#x6d;&#x61;&#105;lt&#x6f;&#x3a;&#102;&#105;n&#x61;&#x6e;&#99;&#105;a&#x6c;&#x2e;&#x73;&#121;st&#x65;&#x6d;&#115;&#64;c&#x61;&#x72;&#108;&#101;t&#x6f;&#x6e;&#46;&#99;a\">&#x66;&#105;&#x6e;&#x61;n&#x63;&#105;a&#x6c;&#46;s&#x79;&#115;&#x74;&#x65;m&#x73;&#64;c&#x61;&#114;l&#x65;&#116;&#x6f;&#x6e;&#46;&#x63;&#x61;<\/a>.<\/p>\n<h3>RELATED TIPS<\/h3>\n<ul>\n<li><a href=\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-1-report-or-request-a-critical-first-step\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tip #1: Report or Request? A critical first step!<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-tip-2-default-index\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tip #2: Default Index<\/a><\/li>\n<li><a href=\"https:\/\/carleton.ca\/facts\/2021\/sap-concur-travel-and-expense-tip-4-documentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tip #4: Documentation<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The SAP Concur Travel and Expense system has been live for a year. The Financial Information Systems team would like to share some of the common errors we\u2019ve seen and the questions we\u2019ve been asked. Wait!\u00a0 What does \u2018posting access is not required\u2019 mean? This means that users can search for and choose from nearly [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SAP Concur Travel and Expense Tip #3: Posting Access is Not Required - Financial Administration Community Training &amp; Solutions<\/title>\n<meta name=\"description\" content=\"The SAP Concur Travel and Expense system has been live for a year. 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