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Integrating Budget with Concur Expense Professional Edition
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Creating Budget Items
Exploring the Budget Configuration Pre-work Steps
Exploring the Pre-Work Steps to Complete
8 min
Quiz
Reviewing and Updating the Budget Settings
Introducing the Budget Settings
12 min
Reviewing and Updating the Budget Settings
19 min
Quiz
Setting Up a Fiscal Calendar
Introducing the Fiscal Calendar
3 min
Setting Up a Fiscal Calendar
26 min
Quiz
Setting Up Budget Categories
Introducing Budget Categories
3 min
Setting Up a Budget Category
9 min
Quiz
Setting Up Budget Tracking Fields
Introducing Budget Tracking Fields
3 min
Setting Up a Budget Tracking Field
19 min
Quiz
Creating Budget Items
Introducing Budget Items
3 min
Setting Up a Budget Item
8 min
Setting Up the Budget Tracking Fields (optional) Tab
8 min
Setting Up the Manage Viewers (optional) Tab
8 min
Setting Up the Manage Approvers (optional) Tab
8 min
Setting Up the Filter by Managers (optional) Tab
18 min
Setting Up the Adjustments Tab
13 min
Importing Budget Items
8 min
Removing Budget Items
8 min
Performing a Bulk Export
8 min
Setting Up a Team Budget
17 min
Quiz
Exploring the Budget Configuration Pre-work Steps
Exploring the Pre-Work Steps to Complete
8 min
Quiz
Reviewing and Updating the Budget Settings
Introducing the Budget Settings
12 min
Reviewing and Updating the Budget Settings
19 min
Quiz
Setting Up a Fiscal Calendar
Introducing the Fiscal Calendar
3 min
Setting Up a Fiscal Calendar
26 min
Quiz
Setting Up Budget Categories
Introducing Budget Categories
3 min
Setting Up a Budget Category
9 min
Quiz
Setting Up Budget Tracking Fields
Introducing Budget Tracking Fields
3 min
Setting Up a Budget Tracking Field
19 min
Quiz
Creating Budget Items
Introducing Budget Items
3 min
Setting Up a Budget Item
8 min
Setting Up the Budget Tracking Fields (optional) Tab
8 min
Setting Up the Manage Viewers (optional) Tab
8 min
Setting Up the Manage Approvers (optional) Tab
8 min
Setting Up the Filter by Managers (optional) Tab
18 min
Setting Up the Adjustments Tab
13 min
Importing Budget Items
8 min
Removing Budget Items
8 min
Performing a Bulk Export
8 min
Setting Up a Team Budget
17 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 8 right to pass this unit.
1.
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
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.
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
4.
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
5.
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
6.
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
7.
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
8.
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.
9.
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
10.
When defining a budget item, which of the following elements are essential to include?
There are three correct answers.
Budget Name
Fiscal Year
Currency Exchange Rate
Budget Owner