Exp And Usd Training - Sept. 2014 - Day 1

The employee should use the Personal Expense Checkbox to account for this expense. This checkbox allows the employee to indicate that the expense was a personal expense and not reimbursable by the company. By selecting this option, the employee can ensure that the expense is not included in the reimbursement process and will not be paid for by the company.

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

Once a report has been exported in the SAE extract for payment, it cannot be returned to an end user. Once exported, the report is no longer within the system and cannot be accessed or retrieved. Therefore, the answer is No.

When a user clicks on 'New Expense Report', the form that is used to begin the expense report is the Header form. This form typically includes fields for entering information such as the employee's name, date of the report, purpose of the expense, and any other relevant details that are required to initiate the expense report. The Header form serves as the starting point for creating a new expense report and capturing the necessary information for further processing and approval.

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 concerns related to Concur. By being an ASC, the Expense Administrator can efficiently manage and resolve any problems they encounter while using the Concur platform.

The statement suggests that the majority of clients allow end users to add their own approvers. However, the correct answer is false, indicating that it is not true. This implies that most clients do not provide the capability for end users to add their own approvers.

The creation of an expense is controlled by policy. Policies outline the guidelines and rules that employees must follow when submitting expenses. These policies typically include information on what expenses are eligible, the maximum amount that can be claimed, and any supporting documentation required. By adhering to the policy, organizations can ensure consistency and fairness in expense reimbursement processes. Workflow, groups, and employee ID may also play a role in expense management, but the primary control lies with policy.

The permission that allows a user to use the expense system is "Expense User". This permission grants the user access to the expense system, enabling them to submit, view, and manage their expenses within the system. The Expense User permission does not include the ability to process or approve expenses, which are separate permissions assigned to different roles or individuals within the organization.

The approval process for a submitted report is commonly referred to as a "workflow." This process involves the systematic movement of the report through various stages of review and approval, ensuring that it follows the necessary steps and meets the required criteria. The term "workflow" is often used to describe the overall sequence of tasks and actions that need to be completed in order to finalize the approval process.

The answer is "No" because once an expense report is created with a specific policy selected, it cannot be changed. The end user will have to create a new expense report with the correct policy selected instead.

To view a user's profile, you would navigate to the "User Administrator" or "User Admin" section under the Administration tab, specifically under the Company Admin category. This section likely contains all the necessary tools and settings related to managing user profiles, allowing administrators to access and modify user information, permissions, and other relevant details.

An end user can identify a required field by the presence of a red bar or red line on the left side. This visual indicator serves as a signal that the field must be filled out in order to proceed or submit the form. The use of red color draws attention and helps users easily identify which fields are mandatory, ensuring that they provide the necessary information.

The data in the report header originates from the employee profile. It is pre-populated by copying down the basic information from the employee profile into the report.