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Working with Primary Configuration in Concur Expense Professional Edition
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Maintaining Workflows
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 7 right to pass this unit.
1.
An Authorized Approver has the standard Expense Approver role plus special permissions that allow approval based on which of the following?
Choose the correct answer.
Level
Legacy
Limit
Authority
2.
The Reason Categories are a set list directly tied to which of the following?
Choose the correct answer.
Audit Rules
Cognos Reports
Expense Policies
Expense Types
3.
Email notifications are available for which of the following recipients?
There are two correct answers.
Primary
Secondary
Workflow
Delegate
4.
A Cost Object Approver is an Expense user with the standard Expense Approver role and special permissions. These permissions allow approval based on which of the following?
There are two correct answers.
Level
Legacy
Limit
Authority
5.
When might you use the Grandfather Approval workflow?
Choose the correct answer.
When you want to bypass the standard reporting hierarchy.
When an Expense Report requires multiple approval steps based on the report total comparedto manager limits.
When expenses need to be routed based on the cost object.
When minimal configuration is required.
6.
Your customer wants expense reports over $10,000 to be routed to an approver with the authority to approve expense reports with that amount or more. Which workflow type is most suitable for this scenario?
Choose the correct answer.
1-Up Workflow
Grandfather Workflow
Manager to Authorized Approver Workflow
Cost Object Approval Workflow
7.
Which roles are commonly associated with workflow steps in Concur Expense?
There are three correct answers.
Default Approver
System Administrator
Expense Processor
Cost Object Approver
Database Manager
8.
Where are expense approval statuses applied?
There are two correct answers.
Workflow Submission Agreements
Workflow Step
Workflow Step Rules
Workflow Policy