Creating Budget Items

1.

To select multiple values for a budget tracking field, which Data Type should be used?

Choose the correct answer.

Free Form

List

Connected List

Date

2.

What option should you select to receive an email notification when your budget export is ready to download?

Choose the correct answer.

Select "Send to Excel" for an automatic email notification.

Enable the "Send an email once the export is ready to download" option in the Notification Preference section.

Choose "Auto-send email" in the Bulk Export window settings.

Select "Immediate Email Notification" from the More dropdown menu.

3.

Which option must be selected for the Alternate Budget Manager field when filtering a budget using the custom approver hierarchy?

Choose the correct answer.

Travel Manager

Finance Analyst

Budget Manager

Expense Approver

4.

Where can you find the option to import additional budgets?

Choose the correct answer.

On the Home page, under the Quick Links section

In the Settings tab, under User Preferences

On the Budget Items tab, under the More dropdown menu

In the Reports sections, under Expense Reports

5.

When creating a new budget item, which of the following fields is NOT required?

Choose the correct answer.

Budget Display Name

Currency

Budget Category

Budget Owner

6.

Which of the following is NOT a method for adding budget adjustments?

Choose the correct answer.

Manually

Using the Budget Adjustment Import

Directly in the Budget Dashboards by budget owners

Submitting a request via email to the finance department

7.

Which of the following options can be selected for the Alternate Budget Manager field when filtering a budget using the default approver hierarchy?

There are three correct answers.

Invoice Approver

Expense Approver

Finance Analyst

Budget Coordinator

Travel Manager

8.

Which mandatory field must be completed when creating a team budget on the Budget Items tab?

Choose the correct answer.

Audit Trail

Budget Category

Budget Display Name

Notification Email

9.

What action must you take in the Excel file before uploading it back to the Budget Items tab to process budget item removals?

Choose the correct answer.

Add a "N" in column O (Field Name: DELETE BUDGET ITEMS Y/N) for budget items you want to remove.

Delete the rows containing the budget items you want to remove.

Add a "Y" in column O (Field Name: DELETE BUDGET ITEMS Y/N) for budget items you want to remove.

Rename file to Budget_Items_Removal.

10.

Which role must be assigned to a user so they can share visibility of budgets with the budget owner?

Choose the correct answer.

Budget Approver

Budget Viewer

Budget Consumer

Budget Owner Assistant

Knowledge quiz

To select multiple values for a budget tracking field, which Data Type should be used?

What option should you select to receive an email notification when your budget export is ready to download?

Which option must be selected for the Alternate Budget Manager field when filtering a budget using the custom approver hierarchy?

Where can you find the option to import additional budgets?

When creating a new budget item, which of the following fields is NOT required?

Which of the following is NOT a method for adding budget adjustments?

Which of the following options can be selected for the Alternate Budget Manager field when filtering a budget using the default approver hierarchy?

Which mandatory field must be completed when creating a team budget on the Budget Items tab?

What action must you take in the Excel file before uploading it back to the Budget Items tab to process budget item removals?

Which role must be assigned to a user so they can share visibility of budgets with the budget owner?