/
Browse
/
Courses
/
Working with Primary Configuration in Concur Expense Professional Edition
/
Configuring Payment Types
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
8 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
11 min
Modifying Accounting Hierarchies
8 min
Maintaining Account Codes
6 min
Quiz
Maintaining Workflows
Understanding Workflows
11 min
Configuring Workflows
15 min
Maintaining Expense Report Approval Statuses
6 min
Configuring Email Notifications
6 min
Managing Confirmation Agreements
4 min
Maintaining Authorized Approvers
5 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
8 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
11 min
Modifying Accounting Hierarchies
8 min
Maintaining Account Codes
6 min
Quiz
Maintaining Workflows
Understanding Workflows
11 min
Configuring Workflows
15 min
Maintaining Expense Report Approval Statuses
6 min
Configuring Email Notifications
6 min
Managing Confirmation Agreements
4 min
Maintaining Authorized Approvers
5 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 2 right to pass this unit.
1.
Which of the configurations below is payment types assigned to?
Choose the correct answer.
Policies
Entry Forms
Workflow
Group Configuration
2.
A system administrator wants to remove the company card from a user’s Payment Type list on the expense entry. What should you do?
Choose the correct answer.
Check the Exclude from employee’s Payment Type list box.
Uncheck the Test Payment Type box.
Select the Company Billed Payment Type code.
Remove the Clearing Account code.