EXP and USD Training - Sept. 2014 - Day 1

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| By CSReadiness

CSReadiness

Community Contributor

Quizzes Created: 67 | Total Attempts: 11,036

Questions: 13 | Attempts: 74 | Updated: Sep 14, 2023

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Questions and Answers

1.

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

Correct Answer
Salesforce
SF
Sales force

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

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4
2.

The majority of clients allow the end users to add their own approvers.
- A.
  
  True
- B.
  
  False
Correct Answer
B. False

Explanation
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.

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3.

The rules surrounding the creation of an expense are controlled by
- A.
  
  Workflow
- B.
  
  Policy
- C.
  
  Groups
- D.
  
  Employee ID
Correct Answer
B. Policy

Explanation
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.

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4.

Once a report has been submitted it is sent for approval. What is the name of the approval process?
- A.
  
  Forms
- B.
  
  Policy
- C.
  
  Workflow
- D.
  
  Allocations
Correct Answer
C. Workflow

Explanation
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.

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5.

When a user clicks on 'New Expense Report' what form is used to begin the expense report?
- A.
  
  Expense
- B.
  
  Itemization
- C.
  
  Header
- D.
  
  Allocation
Correct Answer
C. Header

Explanation
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.

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6.

An end user can identify a required field by __________.

Correct Answer
Red Bar or Red Line on Left

Explanation
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.

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4
7.

A user calls and says they have a corporate card charge appearing in Expense that is not an alllowable expense per the company policy. The company will not pay for it. How should the employee account for this expense?
- A.
  
  Delete the charge
- B.
  
  Ignore the expense
- C.
  
  Use the Personal Expense Checkbox
Correct Answer
C. Use the Personal Expense Checkbox

Explanation
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.

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8.

What permission allows a user to use the expense system?
- A.
  
  Expense Processor
- B.
  
  Expense Approver
- C.
  
  Expense User
Correct Answer
C. Expense User

Explanation
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.

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9.

In order to view a user’s profile, you would go to Administration > Company Admin > ________.

Correct Answer
User Administrator
User Admin

Explanation
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.

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10.

An end user calls in and says they selected the wrong policy when creating their expense report. Can they go back in and change the policy on that report?
- A.
  
  Yes
- B.
  
  No
Correct Answer
B. No

Explanation
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.

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11.

Can a report be returned to an end user once it has been exported in the SAE extract for payment?
- A.
  
  Yes
- B.
  
  No
Correct Answer
B. No

Explanation
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.

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12.

When creating a report, basic information may be pre-populated. Where does this data in the report header originate from within the system?

Correct Answer
Copy Down from the employee profile

Explanation
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.

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4
13.

What role allows an Expense Administrator to access the Concur Support portal to open a case with client support?

Correct Answer
Authorized Support Contact
ASC

Explanation
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.

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Current Version
Sep 14, 2023

Quiz Edited by
ProProfs Editorial Team
Sep 03, 2014

Quiz Created by
CSReadiness

Exp And Usd Training - Sept. 2014 - Day 1

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

The majority of clients allow the end users to add their own approvers.

The rules surrounding the creation of an expense are controlled by

Once a report has been submitted it is sent for approval. What is the name of the approval process?

When a user clicks on 'New Expense Report' what form is used to begin the expense report?

An end user can identify a required field by __________.

A user calls and says they have a corporate card charge appearing in Expense that is not an alllowable expense per the company policy. The company will not pay for it. How should the employee account for this expense?

What permission allows a user to use the expense system?

In order to view a user’s profile, you would go to Administration > Company Admin > ________.

An end user calls in and says they selected the wrong policy when creating their expense report. Can they go back in and change the policy on that report?

Can a report be returned to an end user once it has been exported in the SAE extract for payment?

When creating a report, basic information may be pre-populated. Where does this data in the report header originate from within the system?

What role allows an Expense Administrator to access the Concur Support portal to open a case with client support?