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Working with Primary Configuration in Concur Expense Professional Edition
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Introducing Primary Configuration
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 4 right to pass this unit.
1.
What is the primary purpose of the Configuration Relationship Diagram (CRD)?
Choose the correct answer.
To list all configurable tools without illustrating connections
To automate all configuration tasks
To visualize the interactions between different configuration elements within SAP Concur
To list all configurable tools without illustrating connections
2.
What is the Global Template designed to support?
Choose the correct answer.
The most common configuration and statutory requirements
Unique requirements for each customer
The elimination of manual tasks
Personalized expense reports for individual employees
3.
Which tools are included in the Primary Configuration setup within SAP Concur Expense?
There are four correct answers.
Accounting Administration
List Management
Forms and Fields
Payment Types
Custom Data Extraction
4.
Which components are typically linked in the Configuration Relationship Diagram (CRD)?
There are three correct answers.
Unique user profiles
Employees
Groups
Policies
5.
What are Primary Configuration Components in SAP Concur Expense?
Choose the correct answer.
Additional settings that enhance the main configuration
Core settings that establish how the SAP Concur Expense system operates
Tools for creating custom reports
Modules for data governance