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Getting Started with Concur Expense Professional Edition for Administrators
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Configuring Attendees
Discovering Company Administration
Creating a New User
20 min
Managing User Profiles and Resetting Passwords
20 min
Searching for User Profiles
20 min
Creating and Managing User Profiles with the On-Demand Import
20 min
Assigning User Permissions
25 min
Proxying and Reviewing Reports as Another User
20 min
Quiz
Managing the Processor Queues
Creating a Processor Query
25 min
Processing Expense Reports
20 min
Locating Expense Reports Ready for Processing
20 min
Processing Receipts Received
20 min
Attaching and Reviewing Physical Receipts
25 min
Quiz
Introducing Company Tools
Reviewing Scheduled Jobs and Extracts
25 min
Reviewing Reports Queued for Reimbursement
20 min
Extending Batches
20 min
Monitoring Funding Accounts
25 min
Locating User Profiles and Banking Information
30 min
Assigning and Maintaining Company Cards
26 min
Maintaining Merchant Codes
20 min
Viewing Credit Card Imports
20 min
Locating Employee Cash Advance Balances
20 min
Creating, Issuing, and Maintaining a Cash Advance
25 min
Locating a Cash Advance Status
20 min
Maintaining Attendees
20 min
Quiz
Managing Expense Types and Account Codes
Activating Expense Types
25 min
Importing Expense Types
20 min
Configuring Itemization Wizards
20 min
Creating Expense Type Descriptions and Quick Tips
25 min
Maintaining Account Codes
20 min
Quiz
Creating Audit Rules
Activating a Custom Audit Rule
20 min
Configuring a Custom Audit Rule
20 min
Creating an Exception Message
20 min
Configuring Random Audit Rules
20 min
Describing Validation Rules
15 min
Quiz
Maintaining Car Mileage
Maintaining Personal Car Rates
25 min
Maintaining Company Car Rates
20 min
Reviewing Automated and Custom Mileage Rates
25 min
Quiz
Maintaining Delegate Configuration
Configuring and Maintaining Expense Delegates
25 min
Quiz
Configuring Email Reminders
Creating an Email Reminder Rule
20 min
Activating an Email Reminder
20 min
Quiz
Configuring List Management
Introducing List Management
15 min
Managing Custom List Items
30 min
Importing and Managing Lists Using the On-Demand Import
25 min
Creating and Managing Vendor Lists
30 min
Quiz
Configuring Attendees
Creating and Maintaining New Attendee Types
25 min
Importing Attendees
20 min
Quiz
Configuring Receipt Handling
Activating Receipt Handling Rules
20 min
Creating a Receipt Handling Rule
15 min
Configuring Payment Holds
20 min
Configuring Scan Configurations
20 min
Quiz
Working with Locations
Configuring Locations
25 min
Quiz
Modifying Printed Reports
Managing Printed Reports
35 min
Quiz
Maintaining Tax Administration
Configuring and Managing Tax Authorities
25 min
Quiz
Maintaining Shared Configuration Administration
Searching Administrative Change Logs
25 min
Creating Company Notes
25 min
Accessing Configuration Reports
25 min
Maintaining Reimbursement Currencies
25 min
Localizing Custom Site Labels
25 min
Quiz
Maintaining Workflows
Configuring Email Notifications
25 min
Managing Confirmation Agreements
25 min
Maintaining Authorized Approvers
25 min
Maintaining Cost Object Approvers
25 min
Creating and Maintaining Reason Codes and Categories
25 min
Quiz
Maintaining Cognos Settings
Configuring Reporting Preferences
25 min
Maintaining Fiscal Calendars
25 min
Mapping Expense Concept Fields
25 min
Quiz
Creating Test Users
Activating Test Users
25 min
Cloning Test Users
25 min
Quiz
Maintaining Training Documentation
Activating Training Simulations
25 min
Maintaining Document Resources
25 min
Creating Administrative Contacts
25 min
Creating Alternate Training URLs
25 min
Quiz
Configuring Travel Allowance
Selecting Rate Bundles
25 min
Creating Employee-Related Configurations
25 min
Quiz
Configuring Site Settings
Maintaining Site Settings
25 min
Quiz
Discovering Company Administration
Creating a New User
20 min
Managing User Profiles and Resetting Passwords
20 min
Searching for User Profiles
20 min
Creating and Managing User Profiles with the On-Demand Import
20 min
Assigning User Permissions
25 min
Proxying and Reviewing Reports as Another User
20 min
Quiz
Managing the Processor Queues
Creating a Processor Query
25 min
Processing Expense Reports
20 min
Locating Expense Reports Ready for Processing
20 min
Processing Receipts Received
20 min
Attaching and Reviewing Physical Receipts
25 min
Quiz
Introducing Company Tools
Reviewing Scheduled Jobs and Extracts
25 min
Reviewing Reports Queued for Reimbursement
20 min
Extending Batches
20 min
Monitoring Funding Accounts
25 min
Locating User Profiles and Banking Information
30 min
Assigning and Maintaining Company Cards
26 min
Maintaining Merchant Codes
20 min
Viewing Credit Card Imports
20 min
Locating Employee Cash Advance Balances
20 min
Creating, Issuing, and Maintaining a Cash Advance
25 min
Locating a Cash Advance Status
20 min
Maintaining Attendees
20 min
Quiz
Managing Expense Types and Account Codes
Activating Expense Types
25 min
Importing Expense Types
20 min
Configuring Itemization Wizards
20 min
Creating Expense Type Descriptions and Quick Tips
25 min
Maintaining Account Codes
20 min
Quiz
Creating Audit Rules
Activating a Custom Audit Rule
20 min
Configuring a Custom Audit Rule
20 min
Creating an Exception Message
20 min
Configuring Random Audit Rules
20 min
Describing Validation Rules
15 min
Quiz
Maintaining Car Mileage
Maintaining Personal Car Rates
25 min
Maintaining Company Car Rates
20 min
Reviewing Automated and Custom Mileage Rates
25 min
Quiz
Maintaining Delegate Configuration
Configuring and Maintaining Expense Delegates
25 min
Quiz
Configuring Email Reminders
Creating an Email Reminder Rule
20 min
Activating an Email Reminder
20 min
Quiz
Configuring List Management
Introducing List Management
15 min
Managing Custom List Items
30 min
Importing and Managing Lists Using the On-Demand Import
25 min
Creating and Managing Vendor Lists
30 min
Quiz
Configuring Attendees
Creating and Maintaining New Attendee Types
25 min
Importing Attendees
20 min
Quiz
Configuring Receipt Handling
Activating Receipt Handling Rules
20 min
Creating a Receipt Handling Rule
15 min
Configuring Payment Holds
20 min
Configuring Scan Configurations
20 min
Quiz
Working with Locations
Configuring Locations
25 min
Quiz
Modifying Printed Reports
Managing Printed Reports
35 min
Quiz
Maintaining Tax Administration
Configuring and Managing Tax Authorities
25 min
Quiz
Maintaining Shared Configuration Administration
Searching Administrative Change Logs
25 min
Creating Company Notes
25 min
Accessing Configuration Reports
25 min
Maintaining Reimbursement Currencies
25 min
Localizing Custom Site Labels
25 min
Quiz
Maintaining Workflows
Configuring Email Notifications
25 min
Managing Confirmation Agreements
25 min
Maintaining Authorized Approvers
25 min
Maintaining Cost Object Approvers
25 min
Creating and Maintaining Reason Codes and Categories
25 min
Quiz
Maintaining Cognos Settings
Configuring Reporting Preferences
25 min
Maintaining Fiscal Calendars
25 min
Mapping Expense Concept Fields
25 min
Quiz
Creating Test Users
Activating Test Users
25 min
Cloning Test Users
25 min
Quiz
Maintaining Training Documentation
Activating Training Simulations
25 min
Maintaining Document Resources
25 min
Creating Administrative Contacts
25 min
Creating Alternate Training URLs
25 min
Quiz
Configuring Travel Allowance
Selecting Rate Bundles
25 min
Creating Employee-Related Configurations
25 min
Quiz
Configuring Site Settings
Maintaining Site Settings
25 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 2 right to pass this unit.
1.
Which of the following can impact the way the Attendees feature behaves for a user?
Choose the correct answer.
Attendee Options
Attendee Settings
Group Configuration
Approval Queue
2.
The attendee import template allows you to do which of the following?
There are two correct answers.
Modify existing attendee details.
Create new attendee types and format their forms.
Activate new attendees needed for expense types like Business Guest.
Share attendees between Expense, Request and Invoice configurations.