SAP Concur Expense Management Quiz! Trivia

The approval process for a submitted report is called a workflow. A workflow is a sequence of tasks or steps that need to be completed in a specific order to achieve a desired outcome. In this case, the report goes through a series of approval steps or tasks within the workflow before it is finalized and approved.

The employee should use the Personal Expense Checkbox to account for this expense. This indicates that the expense is a personal one and should not be reimbursed by the company. By checking this box, the employee acknowledges that they are responsible for the payment of this expense and it will not be included in their reimbursement request.

The statement claims that the majority of clients allow end-users to add their own approvers. However, the correct answer is false because in most cases, clients have control over who can be an approver and end-users do not have the authority to add their own approvers. The decision-making power lies with the clients, not the end-users.

Once a report has been exported in the SAE extract for payment, it cannot be returned to an end-user. This suggests that once the report has been exported, it is considered final and cannot be modified or reversed.

The creation of an expense is controlled by policy. Policies are guidelines or rules set by an organization to regulate various aspects of its operations, including expenses. These policies dictate what expenses are allowed, how they should be documented, and the approval process for reimbursement. By following the policy, employees ensure that their expenses are in compliance with the organization's guidelines and can be appropriately reimbursed. Workflow, groups, and employee ID may play a role in the expense creation process, but ultimately, it is the policy that governs and controls it.

When a user clicks on the 'New Expense Report', the form that is used to begin the expense report is the Header form. The Header form typically includes fields for the employee's name, date, purpose of the expense report, and any other relevant information that needs to be filled out before adding itemized expenses. This form serves as the starting point for creating a new expense report and provides essential details for tracking and managing the expenses.

The permission that allows a user to use the expense system is "Expense User". This permission grants the user access to the expense system, allowing them to submit, track, and manage their expenses. The user will be able to enter and save expense details, upload receipts, and submit expense reports for approval. This permission does not include the ability to process or approve expenses, which are separate permissions.

Once an expense report is created and a policy is selected, it cannot be changed. The end-user will need to create a new expense report with the correct policy selected.

The system Concur uses to log and track customer cases is called Salesforce, SF, or Sales force.

The role of an Authorized Support Contact (ASC) allows an Expense Administrator to access the Concur Support portal and open a case with client support. This role grants the necessary permissions and privileges to interact with the support team and seek assistance for any issues or queries related to Concur.

To view a user's profile, you would go to Administration > Company Admin > User Administrator or User Admin. This suggests that within the administration settings, there is a section specifically for managing users and their profiles. The options "User Administrator" and "User Admin" indicate that either of these sections would allow access to view user profiles.

An end user can identify a required field by the presence of a red bar or red line on the left side. This visual cue helps the user to easily recognize which fields are mandatory and need to be filled out. The red color stands out and draws attention, ensuring that the user does not miss any important information that needs to be provided.

The data in the report header originates from the employee profile. It is copied down from the employee profile and pre-populated in the report. This ensures that basic information such as employee name, ID, and contact details are automatically included in the report header without the need for manual entry.