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Getting Started with Concur Professional Request for Business Users
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Using the Request Processor Tools
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 7 right to pass this unit.
1.
What does selecting a default query do?
Choose the correct answer.
Automatically runs the selected query when you access the Request Processor tools.
Automatically exports the results of the selected query to Microsoft Excel when you access the Request Processor tools.
Automatically emails results of the selected query to you when you access the Request Processor tools.
Automatically opens the results of the selected query in Microsoft Notepad when you access the Request Processor tools.
2.
Ad-hoc queries can be saved for later use.
Choose the correct answer.
True
False
3.
How are groups typically configured?
Choose the correct answer.
By department
By country
By cost center
By region
4.
What role/permission is required to grant full access to the Request Processor tools?
Choose the correct answer.
Request Administrator
Request Processor
Request Auditor
TMC Agent
5.
What provided query is critical for companies that use the Request Processor in their approval process?
Choose the correct answer.
Requests Pending Approval with an approval limit date
Requests Pending Approval
Requests Approved without Expense Report
Requests Ready for Processing
6.
What type of file does the Export to Excel feature generate?
Choose the correct answer.
.xlsx
.csv
.xls
.txt
7.
What is a potential consequence of slowing the approval process?
Choose the correct answer.
It can generate too many e-mails.
It can impact the cost of the trip.
It can violate too many audit rules.
It can delay the expense reporting process.
8.
When adding columns with List Settings tool, what data element will be used as the column header?
Choose the correct answer.
The label defined in the configuration
The description defined in the configuration
The name and label defined in the configuration
The name defined in the configuration