Knowledge quiz

It’s time to put what you’ve learned to the test, get 8 questions right to pass this unit.

Which of the following is true about working with Expense Assistant? (Select all that apply)

There are two correct answers.

With Expense Assistant, you can scan your paper receipts into the system so they’re available in Concur Expense.

Expense Assistant automates the expense report process by creating reports for you and adding calendar- or trip-based expenses to the reports.

Any expenses you have deleted from your reports are listed in the Available Expenses section and the Expense Assistant will not place them on another report.

You must be very careful when using Expense Assistant to add subsequent charges to your report to avoid duplicate expenses.

Which of the following is true about entering personal car mileage? (Select all that apply)

There are three correct answers.

When you use your personal car for business purposes, you must create a personal car expense to determine the amount of reimbursement.

Your organization determines the mileage reimbursement rate.

You must complete the Transaction Amount field with your own calculations calculated based on the internationally posted mileage rate found at InternationalMileageRate.info.

If you have multiple stops en route, you can enter the Waypoints for your trip and Google maps calculate the route.

In which of the following situations might copying an expense line item be useful? (Select all that apply)

There are two correct answers.

If you have several similar expenses (like taxi charges) with minor differences, you can copy the expense line item and just change the details (like the date and exact amount).

If you have recurring business expenses where most of the information is the same from one expense to another.

When all original expense details are exactly the same for the original and the new expense.

Which of the following are true about enabling Expense Assistant? (Select all that apply)

There are three correct answers.

Expense Assistant adds your existing expenses to a new report, but it does NOT add any new incoming expenses.

An open report can be a user-created expense report or an expense report that is autocreated by Expense Assistant.

You can set when to receive e-mail alerts under Expense Preferences.

Expense Assistant can add the expenses in your Available Expenses list to any open expense report.

Which of the following is true about itemizing expenses? (Select all that apply)

There are two correct answers.

You can only itemize your expenses if you have a receipt that includes non reimbursable personal expenses.

Designating an expense as personal means that your organization will not reimburse you for the expenditure.

When a company card transaction includes multiple items in different expense type categories, you might itemize each item on a separate expense line to ensure that each of your expenses is accounted for correctly.

You have completed itemizing once you have itemized the personal expenses on that receipt.

Which of the following accurately describes Concur Expense’s basic tasks when creating a new expense report? (Select all that apply)

There are six correct answers.

Access Concur Expense: Log in to your Concur Expense account using your credentials.

Navigate to the Expense Module: From your Concur dashboard, select "Expense" from the top dropdown menu to access the Expense module.

Enter Report Details: Enter a clear and concise title or description for your expense report in the designated field to help with tracking.

Add Expenses: To add individual expenses to your report, select the "Add Expense" button. Enter the expense details, such as the date, amount, and category.

Categorize Expenses: Assign an appropriate category to each expense, like Meals, Travel, or Office Supplies. This helps with tracking and reporting.

Attach Receipts: There is no feature for e-receipts, so paper receipts must be gathered and attached to a printed copy of the expense report.

Review and Submit: Before submitting, thoroughly review your expense report for accuracy and verify that all expenses and receipts are attached and correctly categorized. Once you're satisfied, select "Submit Report" to send it for approval.

Which of the following is true about adding an out-of-pocket expense to an expense report? (Select all that apply)

There are three correct answers.

If you pay for an expense with your own money, you must create an out-of-pocket expense to account for the transaction.

If you submit an out-of-pocket expense, your organization pays your personal credit card bill on your behalf.

Your organization defines the fields on the expense entry form and you must complete all required fields (marked with a red asterisk).

You can be reimbursed through direct deposit if you and your organization have this set up.

Which of the following is true about adding card transactions to an expense report? (Select all that apply)

There are two correct answers.

There is a list of any unassigned company card transactions in the Available Expenses section.

You can only add card transactions to a new report (not an existing report).

Before submitting your expense report, you must update all Undefined expenses with the appropriate expense type.

If you receive a yellow icon alert, something might be out of policy that prevents you from submitting the report.

Which of the following is true about working with available receipts? (Select all that apply)

There are two correct answers.

Available Receipts work with the SAP Concur Imaging Service to provide receipt images that you can either upload or e-mail to receipts@concur.com.

To activate available receipts, you must verify your profile e-mail address with SAP Concur so you can send and receive e-mail images for use on your expense reports.

Your personal e-mail address is listed by default.

Receipt attachments must all be converted to Microsoft Word format before uploading.

10.

Which of the following accurately describes Concur Expense’s basic tasks when creating a new expense report? (Select all that apply)

There are six correct answers.

Access Concur Expense: Log in to your Concur Expense account using your credentials.

Navigate to the Expense Module: From your Concur dashboard, select "Expense" from the top dropdown menu to access the Expense module.

Start a New Expense Report: Select "Create New Report" to initiate a new expense report.

Enter Report Details: Enter a clear and concise title or description for your expense report in the designated field to help with tracking.

Add Expenses: To add individual expenses to your report, select the "Add Expense" button. Enter the expense details, such as the date, amount, and category.

Categorize Expenses: Assign an appropriate category to each expense, like Meals, Travel, or Office Supplies. This helps with tracking and reporting.

Attach Receipts: There is no feature for e-receipts, so paper receipts must be gathered and attached to a printed copy of the expense report.