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Integrating Budget with Concur Expense Standard Edition
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Creating Budget Items
Exploring the Budget Configuration Pre-Work Steps
Exploring the Pre-Work Steps to Complete
10 min
Defining Budget Workflows
8 min
Quiz
Reviewing and Updating the Budget Settings
Introducing the Budget Settings
12 min
Reviewing and Updating the Budget Settings
18 min
Quiz
Setting Up a Fiscal Calendar
Introducing the Fiscal Calendar
3 min
Setting Up a Fiscal Calendar
30 min
Quiz
Setting Up Budget Categories
Introducing Budget Categories
3 min
Setting Up a Budget Category
9 min
Quiz
Creating Budget Items
Introducing Budget Items
3 min
Setting Up a Budget Item
8 min
Setting Up the optional Budget Tracking Fields Tab
8 min
Setting Up the optional Manage Viewers Tab
8 min
Setting Up the optional Manage Approvers Tab
8 min
Setting Up the optional Filter by Managers Tab
19 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
8 min
Quiz
Exploring the Budget Configuration Pre-Work Steps
Exploring the Pre-Work Steps to Complete
10 min
Defining Budget Workflows
8 min
Quiz
Reviewing and Updating the Budget Settings
Introducing the Budget Settings
12 min
Reviewing and Updating the Budget Settings
18 min
Quiz
Setting Up a Fiscal Calendar
Introducing the Fiscal Calendar
3 min
Setting Up a Fiscal Calendar
30 min
Quiz
Setting Up Budget Categories
Introducing Budget Categories
3 min
Setting Up a Budget Category
9 min
Quiz
Creating Budget Items
Introducing Budget Items
3 min
Setting Up a Budget Item
8 min
Setting Up the optional Budget Tracking Fields Tab
8 min
Setting Up the optional Manage Viewers Tab
8 min
Setting Up the optional Manage Approvers Tab
8 min
Setting Up the optional Filter by Managers Tab
19 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
8 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 8 right to pass this unit.
1.
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
2.
Which of the following options can be selected for the Alternate Budget Manager field?
There are three correct answers.
Invoice Approver
Expense Approver
Finance Analyst
Budget Coordinator
Travel Manager
3.
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
4.
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
5.
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
6.
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
7.
What happens if you select None as the value in the budget tracking fields?
Choose the correct answer.
The budget will capture all spending.
The budget will double the intended spending.
The budget tracking field will be ignored.
The budget will not capture any spending.
8.
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.
9.
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
10.
What must you do 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.