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Getting Started with Concur Professional Request for Business Users
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Creating a Request
Introducing Concur Request
Discovering Concur Request
6 min
Identifying the Benefits of Concur Request
5 min
Quiz
Creating a Request
Creating a Request
7 min
Creating a Request Using Request Assistant
12 min
Creating a Request with a Cash Advance
8 min
Creating a Quick Request
6 min
Quiz
Working with an Existing Request
Adding Segments to a Request
7 min
Adding Expected Expenses to a Request
8 min
Adding Travel Allowances to a Request
8 min
Allocating a Request
8 min
Submitting a Request for Approval
8 min
Quiz
Reviewing a Request as an Approver
Reviewing the List of Requests Pending Your Approval
4 min
Reviewing and Navigating the Approval Options on an Individual Request
19 min
Reviewing and Approving Multiple Requests
4 min
Quiz
Using the Request Processor Tools
Accessing the Request Processor Tools
8 min
Running an Ad Hoc Search
8 min
Creating and Running Queries
12 min
Filtering by Group
8 min
Working with List Settings
7 min
Exporting Query Results to Microsoft Excel
6 min
Setting Your Preferences
6 min
Reviewing and Approving Requests
22 min
Quiz
Introducing Concur Request
Discovering Concur Request
6 min
Identifying the Benefits of Concur Request
5 min
Quiz
Creating a Request
Creating a Request
7 min
Creating a Request Using Request Assistant
12 min
Creating a Request with a Cash Advance
8 min
Creating a Quick Request
6 min
Quiz
Working with an Existing Request
Adding Segments to a Request
7 min
Adding Expected Expenses to a Request
8 min
Adding Travel Allowances to a Request
8 min
Allocating a Request
8 min
Submitting a Request for Approval
8 min
Quiz
Reviewing a Request as an Approver
Reviewing the List of Requests Pending Your Approval
4 min
Reviewing and Navigating the Approval Options on an Individual Request
19 min
Reviewing and Approving Multiple Requests
4 min
Quiz
Using the Request Processor Tools
Accessing the Request Processor Tools
8 min
Running an Ad Hoc Search
8 min
Creating and Running Queries
12 min
Filtering by Group
8 min
Working with List Settings
7 min
Exporting Query Results to Microsoft Excel
6 min
Setting Your Preferences
6 min
Reviewing and Approving Requests
22 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 3 right to pass this unit.
1.
Why would a customer enable Quick Requests? (Choose two)
There are two correct answers.
To eliminate receipts.
To eliminate manager approvals.
To save the user time.
To simplify the request creation process.
2.
What's an example of a reason why a user might request a cash advance? (Choose two)
There are two correct answers.
The user does not have a corporate card.
The user does not want to use their corporate card.
The user is traveling to a region where credit cards are not widely accepted.
The user has a negative balance on their corporate card.
3.
How does Request Assistant use Generative AI?
Choose the correct answer.
To determine the correct approver based on the data on the request.
To generate receipt images based on the request details.
To create accurate estimates for travel data.
To automatically submit a request based on company rules.
4.
What is a request?
Choose the correct answer.
A document showing the estimated costs for upcoming travel or business purchases.
A completed travel itinerary for an upcoming trip.
A detailed reporting of completed purchases.
A purchase order to be sent to a vendor listing items to be purchased.