Exp Prg Dec Midterm

The system Concur uses to log and track customer cases is called Salesforce.

The correct answer is "Policy". Policies are the rules or guidelines that dictate how expenses should be created. They outline the procedures, limits, and requirements for submitting expenses. These policies are typically set by the organization and are designed to ensure that expenses are incurred in accordance with company guidelines and regulations. Therefore, the creation of an expense is controlled by the policy in place.

The statement is false because an end user typically does not have the ability to update the payment type on a corporate card transaction in their expense report. The payment type is usually determined by the company's financial department or the card issuer, and the end user is expected to accurately report the type of payment made for the transaction.

The approval process for a submitted report is called workflow. Workflow refers to the sequence of tasks or steps that need to be completed in order to approve the report. It involves the routing of the report to the appropriate individuals or departments for review and approval.

When a user clicks on 'New Expense Report', the form that is used to begin the expense report is the Header form. The Header form is typically the first form that needs to be filled out when creating an expense report. It includes important information such as the employee's name, date of the report, purpose of the expenses, and any additional notes or details. This form serves as the starting point for the expense report and provides the necessary context for the expenses that will be itemized and allocated later on.

The employee should use the Personal Expense Checkbox to account for this expense. By selecting this option, the employee acknowledges that the expense is not allowable per the company policy and takes responsibility for paying for it personally. This ensures that the company is not billed for the expense and that the employee's personal finances are appropriately accounted for.

The permission that allows a user to use the expense system is "Expense User". This permission grants the user access to the expense system and allows them to submit, view, and manage their expenses. The Expense User permission does not include the ability to process or approve expenses, which are handled by the Expense Processor and Expense Approver permissions, respectively.

The end user cannot go back and change the policy on the expense report once it has been created. This suggests that the policy selection is final and cannot be modified after submission.

Once a report has been exported in the SAE extract for payment, it cannot be returned to an end user. Exporting a report in the SAE extract for payment means that the report has been processed and prepared for payment. Once this process is complete, the report is considered final and cannot be modified or returned to the end user.

Expense types can be shared between policies, meaning that multiple policies can have the same expense types associated with them. This allows for consistency and ease of use when managing expenses across different policies. By sharing expense types, organizations can streamline their expense management processes and ensure that expenses are categorized consistently and accurately. This can also facilitate reporting and analysis of expenses across multiple policies.

Company structure or hierarchy is generally associated with the organizational units within a company. Organizational units are used to represent different departments, divisions, or functional areas within a company. They help in defining the reporting relationships, responsibilities, and decision-making processes within the company. Therefore, the correct answer is Org Unit.

The field data type "Alphabet" is not a valid data type. In database or programming terminology, there is no specific data type called "Alphabet". The other options, such as "Text", "List", and "Boolean", are commonly used data types in various programming languages and databases.

In this scenario, the correct answer is "Itemization." Itemization refers to breaking down a line item into smaller components or subcategories. It is typically done to provide more detailed information about the expenses or revenue associated with that line item. On the other hand, allocation refers to the process of distributing or assigning a portion of the total amount to different categories or departments. Therefore, itemization would occur before allocation as it involves breaking down the line item into smaller components, which can then be allocated to different categories.

Hotel expenses typically force itemization because they often include various charges such as room rate, taxes, meals, parking, and other additional services. In order to accurately track and allocate these expenses, itemization is necessary. This allows for a detailed breakdown of the different costs incurred during the stay, ensuring proper documentation and reimbursement.

A delegate approver is someone who has been given the authority to approve reports on behalf of someone else. Therefore, it is not possible for a delegate approver to approve a report that they themselves created for someone else.

An end user can add a delegate in the "Expense Delegates" section under the "Profile" menu in the "Expense settings". This allows the user to assign someone else to handle their expenses on their behalf.

The statement suggests that the USD agent is allowed to turn off the audit rule to get the report to submit. However, this is not true. Audit rules are put in place to ensure compliance and adherence to certain standards. Disabling the audit rule would compromise the integrity of the report and go against the purpose of having audit rules in the first place. Therefore, the correct answer is False.

Audit rules can indeed limit the vendors to company preferred vendors. This means that during an audit, the rules in place can enforce the requirement for the company to only work with vendors that have been pre-approved or preferred by the company. This helps ensure that the company maintains control over its vendor relationships and can mitigate any potential risks associated with working with unapproved vendors.

The statement is false because not all active employees in a client site have the ability to change the error message of an audit rule. It is likely that only specific individuals or roles with the necessary permissions and authority are granted the ability to make such changes.

When an end user has exceeded the airfare limit, triggering an exception during the "Entry Save" event would be recommended. This means that when the user tries to save their entry, the system would check if the airfare limit has been exceeded and if so, it would raise an exception. This would allow the system to catch and handle the error immediately, preventing the user from proceeding with an invalid entry.

A warning exception in a report is indicated by a yellow color icon. This color is commonly associated with caution or a potential issue. In the context of a report, a yellow icon serves as a visual cue to draw attention to a warning or an area that requires further attention. It alerts the reader to be cautious and take necessary actions to address the highlighted concern.

To verify the end user's confirmed banking account, the path to follow is: Admin > Expense Tools > Payment Manager > Monitor Payees > Employee Banking, employee banking.

The system performs a confirmation or penny test when the user enters their banking information for the first time. This is done to verify the authenticity of the user's banking details and ensure that the information provided is accurate. By conducting a penny test, the system can confirm that the user's bank account exists and that they have access to it. This helps to prevent any potential errors or fraudulent activities during the payment process.

The Expense Entry Form would contain a custom field called Airfare Class of Service. This form is typically used to record and track expenses incurred by employees, including travel expenses. The Airfare Class of Service field would allow users to specify the class of service for airfare expenses, such as economy, business, or first class. This information is important for accurately tracking and categorizing expenses related to air travel.

This statement is false because it is not necessary for all expense types to use the same Expense form. Different expense types may have different requirements and documentation needs, so it is common for organizations to have different forms or processes for different types of expenses.

Locations are important in the system because VAT rates are calculated based on location, meaning that different locations may have different tax rates. Additionally, travel allowance rates are based on the destination city, meaning that the amount of allowance given may vary depending on where the travel is taking place.

Concur does not receive E-receipts from all vendors.

End users should see an E-receipt within 48 hours after completing a trip. This timeframe allows for any necessary processing and verification of the trip details before generating and sending the receipt to the user. Waiting longer than 48 hours may cause delays and inconvenience to the end user in accessing and reconciling their trip expenses.

Concur does not have access to see or modify the end users' full credit card account number. This means that Concur does not have the ability to view or make changes to the complete credit card account number of the end users.

In order to research if a user's transaction was hidden, you would look under the "Manage Transactions" section in the system. This section allows you to view and manage all the transactions within the system, including any that may have been hidden. By accessing this section, you can search for the specific user and transaction to investigate if it has been hidden or not.

The end user has the option to choose whether they want to receive system/status emails, such as notifications of available credit card transactions. This means that they can choose to opt in or out of receiving these emails based on their preference.

This app is a mobile companion to Travel & Expense – offering the flexibility to perform tasks from a mobile device. While it complements Concur's end-to-end solution functionality, it does not contain full functionality.

If Concur Mobile is available on a client site and a traveler has registered for it, their access to Concur Mobile cannot be deactivated.

If the user's report did not go to his manager's approver as it normally does, the most likely process that would generate this behavior is "Skip Step". This means that there is a step in the workflow that has been skipped, causing the report to bypass the manager's approver and proceed to the next step or stage. This could be due to a system error, misconfiguration, or an intentional change in the workflow design.

Google Maps is the correct answer because it is a widely used mapping tool that provides accurate and up-to-date information for mileage calculations in Expense. It offers detailed maps, real-time traffic updates, and various routing options, making it a reliable choice for calculating distances and travel expenses. Yahoo Maps, Bing Maps, and Tom Tom GPS are also mapping tools, but they may not be as commonly used or integrated with the Expense system, making Google Maps the most suitable option.

In Car Configuration, there are two different types of mileage reimbursement rates that can be set up: One Rate and Variable Rate. The One Rate option allows for a fixed reimbursement rate for all mileage, regardless of the distance traveled. On the other hand, the Variable Rate option allows for different reimbursement rates based on the distance traveled. This means that the reimbursement amount will vary depending on the number of miles driven.

The routing of an expense report is determined by the workflow. This refers to the specific sequence of steps and approvals that the report goes through before it is finalized and processed. The workflow ensures that the report is reviewed by the appropriate individuals and departments, following a predefined set of rules and guidelines. By adhering to the workflow, the expense report can be efficiently and accurately routed to the necessary parties for review and approval.

A client's employee would go to the "Company Car" section in the Expense Settings of their profile to register their automobile. This section is likely specifically designed for employees to input information related to their company-provided vehicles, such as registration details, insurance information, and any other relevant documentation. By accessing this section, the employee can easily register their automobile and ensure that all necessary information is recorded and updated within the company's expense management system.

A request can be closed by the system or by the traveler, indicating that both parties have the ability to close a request. This suggests that the system has a mechanism in place for automatically closing requests, possibly based on certain criteria or conditions being met. Additionally, the traveler also has the option to manually close a request if they no longer require assistance or have resolved the issue themselves. Therefore, it is true that a request can be closed by either the system or the traveler.

A request can be split between multiple expense reports. This means that if an expense request includes multiple expenses, each expense can be allocated to a different expense report. This allows for better organization and tracking of expenses, especially if they belong to different categories or projects.

When helping a Standard Edition Client, it is not okay to make changes to the Setup. Standard Edition Clients have limited features and capabilities compared to other editions, and making changes to the setup can potentially cause compatibility issues or disrupt the functionality of the software. Therefore, it is important to avoid making changes to the setup when assisting a Standard Edition Client.

To validate if an end user is receiving emails, you would go to HMC > Console Central > Email Logs. This option allows you to access the logs of all the emails that have been sent to the end user. By checking these logs, you can verify if the emails have been successfully delivered to the user's inbox or if there have been any issues with the delivery.

The path to listen to the bi-weekly on-going training call on Confluence is Client Support Training > Recorded Demos > Travel and Expense Forum Recordings.

The statement is false because the majority of clients do not allow end users to add their own approvers. This implies that there is a restriction or limitation in place that prevents end users from having the ability to add their own approvers.

The representative should advise the end user to talk to their internal Program Administrator to add the item to the list. This is because the Program Administrator is responsible for managing and updating the lists, so they would have the necessary permissions and knowledge to add the requested item. The representative may not have the authority or access to make additions to the list themselves, and it is more efficient for the end user to directly communicate with the Program Administrator for such requests.

This statement is true because policies are used to define and enforce specific settings and configurations for reports, while groups are used to manage and control settings and permissions for employees. Policies are applied to reports to ensure consistency and adherence to organizational guidelines, while groups are used to manage and organize employees and assign them specific settings and permissions based on their roles and responsibilities. Therefore, policies control report settings, and groups control employee settings.

The User Support Desk is not responsible for adding new expense types for end users. This task typically falls under the responsibility of the system administrator or someone with similar privileges. Therefore, the statement is false.

End users should typically wait for 5-7 days for a domestic credit card transaction to be imported into Concur from the credit card vendor. This timeframe allows for the necessary processing and verification of the transaction before it is imported into the Concur system. Waiting for 5-7 days ensures that the transaction data is accurate and complete before it is available for the end user to view and reconcile in Concur.

The statement "It is my responsibility to add new knowledge to the Knowledge Base" implies that the person speaking has a duty or obligation to contribute new information to the Knowledge Base. By selecting "True," the person agrees that they are responsible for adding new knowledge, indicating a willingness to actively participate in expanding the Knowledge Base.

In order to add all their employees as attendees in one click, a manager would go to either Attendee Groups or Attendee Favorites in a report. These features allow the manager to easily select and add a group of attendees, such as all their employees, without having to manually add each individual attendee one by one.