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Mitratech University provides end users, administrators and developers continuing education for sound practices and discipline in Collaborative Accountability for high-liability enterprise processes.

TeamConnect Collaborati Spend Management (CSM)

This course provides an overview of Collaborati Spend Management (CSM) as a part of TeamConnect's e-Billing solution. This course gives students the knowledge and skills to set up, maintain, and provide basic support for CSM on TeamConnect.

Course Name:
TeamConnect Collaborati Spend Management (CSM)

Audience:
Admin

Duration:
1 Day

Format:
50% Lecture, 50 % Lab

Type:
Instructor-led training

Who Should Attend:

Administrative users responsible for setting up Collaborati Spend Management on the TeamConnect side and Billing administors.

Skill Level:
Beginner

Available Locations:
Private Location, Online Course Delivery, Client Location

Skills Obtained:

After this training you should be able to:  

  • Understand CSM in the context of interactions between TeamConnect and Collaborati
  • Understand the setup process between CSM and Collaborati
  • Set up and test a connection between CSM and Collaborati
  • Understand the default CSM Settings and how to update settings for your business needs
  • Perform manual tasks required for a vendor to be able to send e-Billing invoices from Collaborati
    • Manage billing codes and non-US tax codes
    • Authorize vendors
    • Authorize/reject timekeepers
    • Authorize e-Billing roles
    • Authorize a matter for e-Billing
  • Manage CSM invoice validation rules
  • Download CSM updates
  • Collaborative budgets
Prerequisites:

Previous System Administration training.

Course Outline:

CSM, TeamConnect, and Collaborati

  • What is CSM?
  • What is Collaborati?
  • Setup process between CSM and Collaborati
  • Navigating CSM in TeamConnect
  • Setting up and testing a connection between CSM and Collaborati
  • Troubleshooting basic connection


CSM Settings

  • Overview of CSM default settings and configurable settings


Setup for e-Billing

  • Managing billing codes and non-US tax codes
  • Authorizing e-Billing roles
  • Authorizing new vendors
  • (optional) Authorizing new timekeepers
  • Authorizing a matter for e-Billing
  • Collaborative budgets


CSM Invoice Validation Rules

  •     Activating or inactivating invoice validation rules
  •     Updating invoice validation rule parameters

    
CSM Maintenance

  •     Downloading CSM updates

 

For More Available Classes

Please contact mitratechuniversity@mitratech.com

 

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