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Working with Primary Configuration in Concur Expense Professional Edition
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Configuring Forms and Fields
Introducing Primary Configuration
Introducing the Global Template
3 min
Exploring the Expense Configuration Relationship Diagram
5 min
Exploring the Expense Primary Configuration Tools
3 min
Quiz
Configuring List Management
Introducing List Management
4 min
Managing Custom List Items
12 min
Importing and Managing Lists Using the On-Demand Import
7 min
Creating and Managing Vendor Lists
7 min
Quiz
Configuring Forms and Fields
Forms and Fields: Form Types
5 min
Forms and Fields: Forms
9 min
Forms and Fields: Fields
7 min
Forms and Fields: Connected List
10 min
Forms and Fields: Form Fields
7 min
Forms and Fields: Conditional Fields
5 min
Forms and Fields: Validation
5 min
Quiz
Configuring Payment Types
Introducing Payment Types
5 min
Creating Payment Types
6 min
Quiz
Managing Expense Types and Ledgers
Activating Expense Types and Account Codes
6 min
Importing Expense Types
4 min
Configuring the Itemization Wizard
4 min
Creating Expense Type Descriptions and Quick Tips
5 min
Creating General Ledgers
10 min
Modifying Accounting Hierarchies
8 min
Maintaining Account Codes
6 min
Quiz
Maintaining Workflows
Understanding Workflows
12 min
Configuring Workflows
15 min
Maintaining Expense Report Approval Statuses
6 min
Configuring Email Notifications
6 min
Maintaining Authorized Approvers
6 min
Maintaining Cost Object Approvers
6 min
Creating and Maintaining Reason Codes and Categories
4 min
Quiz
Managing Feature Hierarchies
Modifying Feature Hierarchy
6 min
Quiz
Configuring Policies
Understanding Expense Policy Configuration
13 min
Quiz
Configuring Group Configurations
Introducing Group Configuration
4 min
Configuring Employee Groups
6 min
Configuring Expense Groups
10 min
Quiz
Introducing Primary Configuration
Introducing the Global Template
3 min
Exploring the Expense Configuration Relationship Diagram
5 min
Exploring the Expense Primary Configuration Tools
3 min
Quiz
Configuring List Management
Introducing List Management
4 min
Managing Custom List Items
12 min
Importing and Managing Lists Using the On-Demand Import
7 min
Creating and Managing Vendor Lists
7 min
Quiz
Configuring Forms and Fields
Forms and Fields: Form Types
5 min
Forms and Fields: Forms
9 min
Forms and Fields: Fields
7 min
Forms and Fields: Connected List
10 min
Forms and Fields: Form Fields
7 min
Forms and Fields: Conditional Fields
5 min
Forms and Fields: Validation
5 min
Quiz
Configuring Payment Types
Introducing Payment Types
5 min
Creating Payment Types
6 min
Quiz
Managing Expense Types and Ledgers
Activating Expense Types and Account Codes
6 min
Importing Expense Types
4 min
Configuring the Itemization Wizard
4 min
Creating Expense Type Descriptions and Quick Tips
5 min
Creating General Ledgers
10 min
Modifying Accounting Hierarchies
8 min
Maintaining Account Codes
6 min
Quiz
Maintaining Workflows
Understanding Workflows
12 min
Configuring Workflows
15 min
Maintaining Expense Report Approval Statuses
6 min
Configuring Email Notifications
6 min
Maintaining Authorized Approvers
6 min
Maintaining Cost Object Approvers
6 min
Creating and Maintaining Reason Codes and Categories
4 min
Quiz
Managing Feature Hierarchies
Modifying Feature Hierarchy
6 min
Quiz
Configuring Policies
Understanding Expense Policy Configuration
13 min
Quiz
Configuring Group Configurations
Introducing Group Configuration
4 min
Configuring Employee Groups
6 min
Configuring Expense Groups
10 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 6 right to pass this unit.
1.
When editing the Form Name, which of the following Forms allow you to assign the Policy?
There are three correct answers.
Expense Detail View.
Expense Allocation.
Expense Entry.
Expense Report Header.
2.
Which of the following Data Types are available for a Conditional Field?
There are three correct answers.
Text
Connected List.
List
Checkbox
3.
What fields can you update when editing multiple fields at once?
There are three correct answers.
Tool Tip
Required
Default Value Type
Field Label
4.
Which steps are involved in creating a Connected List Definition?
Choose the correct answer.
Select a List, Select Fields, Configure Fields, Preview, Assign to Forms.
Forms, Form Fields, Fields Connected List, Conditional Fields, Validations.
Create List, Edit Fields, Add to Form.
Field Name, Data Type, Default Value Type, Access Rights.
5.
A Boolean Data type can use which of the following display options?
There are two correct answers.
Yes/No Drop-Down List
True/False
Checkbox
Graphs
6.
Which Form allows you to capture new attendee information?
Choose the correct answer.
Attendee Detail View
Expense Attendee
Expense Entry
Employee
7.
Which of the following templates contains commonly used pre‑built validations in SAP Concur?
Choose the correct answer.
Global
Policy
Group
Forms