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Working with Primary Configuration in Concur Invoice Professional Edition
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Managing Expense Types and Account Codes
Introducing Primary Configuration
Introducing the Global Template
3 min
Exploring the Invoice Configuration Relationship Diagram
4 min
Exploring the Invoice Primary Configuration Tools
4 min
Quiz
Configuring List Management
Introducing List Management
4 min
Managing Custom List Items
11 min
Importing and Managing Lists Using the On-Demand Import
5 min
Quiz
Configuring Forms and Fields
Understanding Forms and Fields: Form Types
7 min
Forms and Fields: Forms
7 min
Forms and Fields: Fields
8 min
Forms and Fields: Connected List
11 min
Forms and Fields: Form Fields
6 min
Forms and Fields: Validation
5 min
Quiz
Maintaining Vendors
Importing Vendors
5 min
Managing Approved and Unapproved Vendors
6 min
Importing Vendor Access Mapping
4 min
Managing Default Expense Types
5 min
Quiz
Managing Expense Types and Account Codes
Activating Expense Types
5 min
Importing Expense Types
4 min
Maintaining Account Codes
4 min
Creating General Ledgers
6 min
Quiz
Maintaining Workflows
Understanding Workflows
11 min
Configuring Workflows
11 min
Maintaining Invoice Approval Statuses
5 min
Configuring Email Notifications
5 min
Managing Confirmation Agreements
4 min
Maintaining Invoice Authorized Approvers
4 min
Maintaining Purchase Request Authorized Approvers
4 min
Maintaining Invoice Cost Object Approvers
5 min
Maintaining Purchase Request Cost Object Approvers
5 min
Creating and Maintaining Invoice Reason Codes and Categories
4 min
Creating and Maintaining Purchase Request Reason Codes and Categories
4 min
Quiz
Managing Feature Hierarchy
Modifying Feature Hierarchy
5 min
Quiz
Maintaining Company Locations
Maintaining Ship to and Bill to Addresses
8 min
Quiz
Configuring Policies
Understanding Policy Configuration
10 min
Quiz
Managing Group Configuration
Introducing Group Configuration
4 min
Configuring Employee Groups
5 min
Configuring Invoice Groups
6 min
Quiz
Configuring Purchase Order
Creating PO Number Sequences
6 min
Quiz
Introducing Primary Configuration
Introducing the Global Template
3 min
Exploring the Invoice Configuration Relationship Diagram
4 min
Exploring the Invoice Primary Configuration Tools
4 min
Quiz
Configuring List Management
Introducing List Management
4 min
Managing Custom List Items
11 min
Importing and Managing Lists Using the On-Demand Import
5 min
Quiz
Configuring Forms and Fields
Understanding Forms and Fields: Form Types
7 min
Forms and Fields: Forms
7 min
Forms and Fields: Fields
8 min
Forms and Fields: Connected List
11 min
Forms and Fields: Form Fields
6 min
Forms and Fields: Validation
5 min
Quiz
Maintaining Vendors
Importing Vendors
5 min
Managing Approved and Unapproved Vendors
6 min
Importing Vendor Access Mapping
4 min
Managing Default Expense Types
5 min
Quiz
Managing Expense Types and Account Codes
Activating Expense Types
5 min
Importing Expense Types
4 min
Maintaining Account Codes
4 min
Creating General Ledgers
6 min
Quiz
Maintaining Workflows
Understanding Workflows
11 min
Configuring Workflows
11 min
Maintaining Invoice Approval Statuses
5 min
Configuring Email Notifications
5 min
Managing Confirmation Agreements
4 min
Maintaining Invoice Authorized Approvers
4 min
Maintaining Purchase Request Authorized Approvers
4 min
Maintaining Invoice Cost Object Approvers
5 min
Maintaining Purchase Request Cost Object Approvers
5 min
Creating and Maintaining Invoice Reason Codes and Categories
4 min
Creating and Maintaining Purchase Request Reason Codes and Categories
4 min
Quiz
Managing Feature Hierarchy
Modifying Feature Hierarchy
5 min
Quiz
Maintaining Company Locations
Maintaining Ship to and Bill to Addresses
8 min
Quiz
Configuring Policies
Understanding Policy Configuration
10 min
Quiz
Managing Group Configuration
Introducing Group Configuration
4 min
Configuring Employee Groups
5 min
Configuring Invoice Groups
6 min
Quiz
Configuring Purchase Order
Creating PO Number Sequences
6 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 3 right to pass this unit.
1.
You can assign which of the following configuration items using the Expense Type Import file?
There are three correct answers.
Account Codes
Policies
Ledger
Entry Forms
2.
Which of the configurations below are linked to an expense type?
Choose the correct answer.
Policies
Workflow
Email Reminders
Payment Request
3.
Where is a ledger assigned?
Choose the correct answer.
Policies
User Profile
Groups
Expense Types
4.
An account code hierarchy allows customers to do which of the following?
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.