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Texas A&M UniversityKingsville Concur Bookkeeper Access AD LOC # DEPT. The AD LOC is the administrative location assigned by Payroll to each department. (Ex. 17######) Concur Bookkeeper This access

How to fill out concur bookkeeper access

How to fill out concur bookkeeper access:

1. Login to the Concur platform using your credentials.
2. Navigate to the "Administration" tab and click on it.
3. Select "User Administration" from the options.
4. Click on "Add User" or "Create User" button, depending on the version of Concur you are using.
5. Fill in the required fields, such as name, email address, and username for the bookkeeper who needs access.
6. Choose the appropriate user role for the bookkeeper. In this case, select "Bookkeeper" or a similar role that provides the necessary access.
7. Specify any additional permissions or restrictions for the bookkeeper, if applicable.
8. Save the changes and exit the user administration section.

Who needs concur bookkeeper access:

1. Bookkeepers: Bookkeepers need concur access to perform accounting tasks, such as reconciling expenses, managing budgets, and generating financial reports.
2. Accountants: Accountants may also require concur bookkeeper access to review and analyze financial data, prepare tax documents, and provide financial advice to the organization.
3. Finance Managers: Finance managers who oversee the financial operations of a company or department may need concur bookkeeper access to monitor expenses, track budgetary compliance, and make informed financial decisions.
4. Auditors: Auditors who conduct financial audits or reviews may request concur bookkeeper access to verify the accuracy and integrity of financial records within the Concur system.
5. Management Team: Members of the management team, such as executives or department heads, may need concur bookkeeper access to view high-level financial data, monitor expenses, and make strategic decisions based on the information available in the system.

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