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Working with Secondary Configuration and Administrative Tools in Concur Expense Professional Edition
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Maintaining Shared Configuration Administrators
Introducing Back Office Administrative Tools
Introducing Back Office Tools
2 min
Quiz
Discovering Company Administration
Creating a New User
6 min
Managing User Profiles and Resetting Passwords
5 min
Searching for User Profiles
5 min
Creating and Managing User Profiles with the On-Demand Import
6 min
Assigning User Permissions
6 min
Proxying and Reviewing Reports as Another User
4 min
Quiz
Managing the Processor Queue
Creating a Processor Query
8 min
Processing Expense Reports
5 min
Locating Expense Reports Ready for Processing
5 min
Processing Receipts Received
5 min
Attaching and Reviewing Physical Receipts
7 min
Quiz
Introducing Company Tools
Reviewing Scheduled Jobs and Extracts
10 min
Reviewing Reports Queued for Reimbursement
6 min
Extending Batches
5 min
Monitoring Funding Accounts
8 min
Locating User Profiles and Banking Information
9 min
Assigning and Maintaining Company Cards
6 min
Maintaining Merchant Codes
7 min
Viewing Credit Card Imports
5 min
Locating Employee Cash Advance Balances
6 min
Creating, Issuing, and Maintaining a Cash Advance
8 min
Locating a Cash Advance Status
4 min
Maintaining Attendees
5 min
Quiz
Introducing the Secondary Configuration Components
Introducing the Secondary Configuration Components
30 min
Quiz
Creating Audit Rules
Activating a Custom Audit Rule
6 min
Configuring a Custom Audit Rule
6 min
Creating an Exception Message
5 min
Configuring Random Audit Rules
6 min
Describing Validation Rules
3 min
Quiz
Maintaining Car Mileage
Maintaining Personal Car Rates
9 min
Maintaining Company Car Rates
5 min
Reviewing Automated and Custom Mileage Rates
7 min
Quiz
Maintaining Delegate Configuration
Configuring and Maintaining Expense Delegates
25 min
Quiz
Configuring Email Reminders
Creating an Email Reminder Rule
35 min
Activating an Email Reminder
35 min
Quiz
Configuring Attendees
Creating and Maintaining New Attendee Types
5 min
Importing Attendees
5 min
Quiz
Configuring Receipt Handling
Activating Receipt Handling Rules
23 min
Creating a Receipt Handling Rule
4 min
Configuring Payment Hold
35 min
Configuring Scan Configuration
35 min
Configuring Receipt Imaging
35 min
Configuring Approved Senders
35 min
Quiz
Working with Locations
Configuring Locations
6 min
Quiz
Modifying Printed Reports
Managing Printed Reports
9 min
Quiz
Maintaining Tax Administration
Configuring and Managing Tax Authorities
14 min
Quiz
Maintaining Shared Configuration Administrators
Searching Administrative Change Logs
4 min
Creating Company Notes
5 min
Accessing Configuration Reports
4 min
Maintaining Reimbursement Currencies
5 min
Localizing Custom Site Labels
5 min
Maintaining Site Settings
4 min
Quiz
Maintaining Cognos Settings
Configuring Reporting Preferences
5 min
Maintaining Fiscal Calendars
5 min
Mapping Expense Concept Fields
18 min
Quiz
Creating Test Users
Activating Test Users
4 min
Cloning Test Users
5 min
Quiz
Maintaining Training Documentation
Activating Training Simulations
4 min
Maintaining Document Resources
4 min
Creating Administrative Contacts
4 min
Creating Alternate Training URLs
4 min
Quiz
Configuring Travel Allowance
Selecting Rate Bundles
6 min
Creating Employee-Related Configurations
4 min
Quiz
Introducing Back Office Administrative Tools
Introducing Back Office Tools
2 min
Quiz
Discovering Company Administration
Creating a New User
6 min
Managing User Profiles and Resetting Passwords
5 min
Searching for User Profiles
5 min
Creating and Managing User Profiles with the On-Demand Import
6 min
Assigning User Permissions
6 min
Proxying and Reviewing Reports as Another User
4 min
Quiz
Managing the Processor Queue
Creating a Processor Query
8 min
Processing Expense Reports
5 min
Locating Expense Reports Ready for Processing
5 min
Processing Receipts Received
5 min
Attaching and Reviewing Physical Receipts
7 min
Quiz
Introducing Company Tools
Reviewing Scheduled Jobs and Extracts
10 min
Reviewing Reports Queued for Reimbursement
6 min
Extending Batches
5 min
Monitoring Funding Accounts
8 min
Locating User Profiles and Banking Information
9 min
Assigning and Maintaining Company Cards
6 min
Maintaining Merchant Codes
7 min
Viewing Credit Card Imports
5 min
Locating Employee Cash Advance Balances
6 min
Creating, Issuing, and Maintaining a Cash Advance
8 min
Locating a Cash Advance Status
4 min
Maintaining Attendees
5 min
Quiz
Introducing the Secondary Configuration Components
Introducing the Secondary Configuration Components
30 min
Quiz
Creating Audit Rules
Activating a Custom Audit Rule
6 min
Configuring a Custom Audit Rule
6 min
Creating an Exception Message
5 min
Configuring Random Audit Rules
6 min
Describing Validation Rules
3 min
Quiz
Maintaining Car Mileage
Maintaining Personal Car Rates
9 min
Maintaining Company Car Rates
5 min
Reviewing Automated and Custom Mileage Rates
7 min
Quiz
Maintaining Delegate Configuration
Configuring and Maintaining Expense Delegates
25 min
Quiz
Configuring Email Reminders
Creating an Email Reminder Rule
35 min
Activating an Email Reminder
35 min
Quiz
Configuring Attendees
Creating and Maintaining New Attendee Types
5 min
Importing Attendees
5 min
Quiz
Configuring Receipt Handling
Activating Receipt Handling Rules
23 min
Creating a Receipt Handling Rule
4 min
Configuring Payment Hold
35 min
Configuring Scan Configuration
35 min
Configuring Receipt Imaging
35 min
Configuring Approved Senders
35 min
Quiz
Working with Locations
Configuring Locations
6 min
Quiz
Modifying Printed Reports
Managing Printed Reports
9 min
Quiz
Maintaining Tax Administration
Configuring and Managing Tax Authorities
14 min
Quiz
Maintaining Shared Configuration Administrators
Searching Administrative Change Logs
4 min
Creating Company Notes
5 min
Accessing Configuration Reports
4 min
Maintaining Reimbursement Currencies
5 min
Localizing Custom Site Labels
5 min
Maintaining Site Settings
4 min
Quiz
Maintaining Cognos Settings
Configuring Reporting Preferences
5 min
Maintaining Fiscal Calendars
5 min
Mapping Expense Concept Fields
18 min
Quiz
Creating Test Users
Activating Test Users
4 min
Cloning Test Users
5 min
Quiz
Maintaining Training Documentation
Activating Training Simulations
4 min
Maintaining Document Resources
4 min
Creating Administrative Contacts
4 min
Creating Alternate Training URLs
4 min
Quiz
Configuring Travel Allowance
Selecting Rate Bundles
6 min
Creating Employee-Related Configurations
4 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 5 right to pass this unit.
1.
What are the three exchange rate sources that are available to use?
There are three correct answers.
Search Local Then External Source
Use Currently Loaded Exchange Rates
Use Local Exchange Rates Only
Use External Exchange Rates Only
2.
Localization is available for which of the following products?
There are three correct answers.
Travel
Expense
Request
Invoice
3.
Change logs allow you to search for all administrative changes made to which of the following?
Choose the correct answer.
Import Logs
Expense Reports
Travel Reports
Site Configuration
4.
Which of the following roles allows you to manage Company Notes?
Choose the correct answer.
Company Info Administrator
Role Administrator
Proxy Logon
Employee Administrator
5.
Site settings are turned on and off based on which of the following?
Choose the correct answer.
Policies
All Users
Groups
Countries
6.
The configuration report won't display results that contain more than how many rows of data?
Choose the correct answer.
100
300
500
700