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Getting Started with Basic Configuration in Concur Expense, standard edition /
Configuring Payment Types

Navigating the Expense Settings and Help Menu

Navigating the Expense Settings Page13 min
Navigating the Help Menu5 min
Quiz

Configuring User Accounts

Exploring the Basics of User Accounts3 min
Managing Users17 min
Quiz

Configuring Custom Fields

Exploring the Basics of Custom Fields4 min
Managing Custom Fields18 min
Managing Custom Fields Visibility9 min
Quiz

Configuring Expense Types

Exploring the Basics of Expense Types7 min
Managing Expense Types20 min
Quiz

Configuring Expense and Attendee Forms

Managing Expense Forms8 min
Managing Attendee Forms8 min
Quiz

Configuring Account Codes

Exploring the Basics of Account Codes4 min
Managing Account Codes14 min
Quiz

Configuring Payment Types

Exploring the Basics of Payment Types3 min
Managing Corporate Cards12 min
Managing the Default Payment Type9 min
Quiz

Configuring Mileage

Exploring the Basics of Mileage4 min
Configuring Personal Car Mileage7 min
Configuring Company Car Mileage5 min
Quiz

Configuring the Accounting Page

Exploring the Basics of Accounting Page4 min
Managing the Accounting Page9 min
Quiz

Navigating the Expense Settings and Help Menu

Navigating the Expense Settings Page13 min
Navigating the Help Menu5 min
Quiz

Configuring User Accounts

Exploring the Basics of User Accounts3 min
Managing Users17 min
Quiz

Configuring Custom Fields

Exploring the Basics of Custom Fields4 min
Managing Custom Fields18 min
Managing Custom Fields Visibility9 min
Quiz

Configuring Expense Types

Exploring the Basics of Expense Types7 min
Managing Expense Types20 min
Quiz

Configuring Expense and Attendee Forms

Managing Expense Forms8 min
Managing Attendee Forms8 min
Quiz

Configuring Account Codes

Exploring the Basics of Account Codes4 min
Managing Account Codes14 min
Quiz

Configuring Payment Types

Exploring the Basics of Payment Types3 min
Managing Corporate Cards12 min
Managing the Default Payment Type9 min
Quiz

Configuring Mileage

Exploring the Basics of Mileage4 min
Configuring Personal Car Mileage7 min
Configuring Company Car Mileage5 min
Quiz

Configuring the Accounting Page

Exploring the Basics of Accounting Page4 min
Managing the Accounting Page9 min
Quiz

Knowledge quiz

It's time to put what you've learned to the test, get 3 right to pass this unit.

1.

What can be managed on the Payment Types page in the Concur Expense system?

Choose the correct answer.

It allows you to view only company card programs without making any changes.

It allows you to manage the payment schedule for individual employees.

It allows you to manage company card programs, their associated data imports, and the default payment type used to classify employee spending.

It regulates the total spending limit for each company card.

2.

How can you deactivate a payment type in the System Payment Types page?

Choose the correct answer.

Under Actions, select Delete.

Under Actions, select Deactivate, and then confirm you want to deactivate the payment type.

You cannot deactivate a payment type.

Rename the payment type as Inactive.

3.

What is the Cash Account Code on the Accounting tab used for?

Choose the correct answer.

To record expenses when they are incurred.

To book amounts in the accounting file that the employee owes back to the company.

To capture offsets against transactions directly impacting bank accounts.

To enter the Vendor ID value for the card issuer of the company-paid program.