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Working with Budget in Concur Professional Edition
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Navigating the Budget Dashboards
Exploring the Basics of the Budget Feature
Exploring the Basics of the Budget Feature
5 min
Reviewing the Budget Glossary
4 min
Quiz
Navigating the Budget Dashboards
Exploring the Basics of the Budget Dashboards
13 min
Navigating the Budget Dashboards
6 min
Quiz
Exploring the Basics of the Budget Feature
Exploring the Basics of the Budget Feature
5 min
Reviewing the Budget Glossary
4 min
Quiz
Navigating the Budget Dashboards
Exploring the Basics of the Budget Dashboards
13 min
Navigating the Budget Dashboards
6 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 7 right to pass this unit.
1.
Which of the following is a necessary step to enable budget owners to make budget adjustments?
Choose the correct answer.
Send an email request to admin.
Assign the Budget Approver role.
Select the Enable Budget Owners Adjustments checkbox in Budget Settings.
Send an email request to budget owner.
2.
What role is required to view the Budget Overview page?
Choose the correct answer.
Expense Report Viewer
Budget Manager
Budget Viewer
Financial Analyst
3.
What color represents a budget that has reached 100% or more of its limit?
Choose the correct answer.
Yellow
Red
Blue
Green
4.
Which section of the Budget Overview allows you to view the breakdown of spending by specific categories based on expense types?
Choose the correct answer.
Budget Adjustments
Spending Trend
Spending Categories
Pending Transactions
5.
When adding a team budget, what is the default setting for the Budget Type?
Choose the correct answer.
Department Account
Personal Account
Team Group
Team Account
6.
What additional field is included when exporting budget data using the Send to Excel feature?
Choose the correct answer.
Weekly Spending Amount
Original Budget Amount
Budget Approver's notes
Budget Administrator's notes
7.
How can a manager create a new team budget on the Budget Dashboard?
Choose the correct answer.
Select Add Team Budget and enter the required information.
Send a request to the fiance department.
Select Auto-generate Budget.
Call customer support for setup assistance.
8.
What is the primary purpose of exporting unexpensed data in the Budget Dashboard?
Choose the correct answer.
To view employee's personal spending habits.
To track unsubmitted and pending expenses not attached to an expense report.
To generate random financial forecasts.
To track submitted and approved expenses attached to an expense report.