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Working with Primary Configuration in Concur Expense Professional Edition
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Managing Expense Types and Ledgers
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 7 right to pass this unit.
1.
Which of the configurations below are linked to an expense type?
There are three correct answers.
Policy
Entry Forms
Workflow
Email Reminders
Accounting Administration
2.
The lodging itemization wizard is preconfigured in the Global Template and controlled by the ______ tab.
Choose the correct answer.
Itemization Wizard
Expense Types
Quick Tips and Descriptions
Expense Type Limits
3.
If an expense type does not have an account code, what happens? The user ___________.
Choose the correct answer.
Cannot see the expense type.
Is not affected.
Receives an error message.
Cannot select the expense type.
4.
A complex ledger system is configured using which of the following administrative areas?
Choose the correct answer.
Audit Rules
Import/Extract Monitor
Accounting Administration
Delegates
5.
The Expense Type Import can be used to do which of the following to expense types?
There are three correct answers.
Create
Edit
Remove
Merge
6.
Quick tips guide the user when entering details and are available on the expense __________.
Choose the correct answer.
Header Form
Expense Type
Entry Form
Allocation Form
7.
What is the purpose of an account code hierarchy? To allow customers to _________.
Choose the correct answer.
Have multiple account codes for each expense type within a single ledger.
Have multiple ledgers.
Auto-populate account codes for each expense type.
Define different lists of expense types for each user.
8.
What is a ledger assigned to? The user ___________.
Choose the correct answer.
Policy
Profile
Group
Expense Type