Exp And Usd Training - Sept. 2014 - Day 1
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The system Concur uses to log and track customer cases is called ____________.
About This Quiz
This quiz from EXP and USD Training on Day 1, September 2014, assesses knowledge on Concur's expense management system. It covers topics like the use of Salesforce for tracking, expense report creation, approval workflows, and field identification, crucial for efficient expense handling.
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- 2.
The majority of clients allow the end users to add their own approvers.
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True
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False
Correct Answer
A. FalseExplanation
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.Rate this question:
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- 3.
The rules surrounding the creation of an expense are controlled by
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Workflow
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Policy
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Groups
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Employee ID
Correct Answer
A. PolicyExplanation
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.Rate this question:
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- 4.
Once a report has been submitted it is sent for approval. What is the name of the approval process?
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Forms
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Policy
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Workflow
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Allocations
Correct Answer
A. WorkflowExplanation
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.Rate this question:
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- 5.
When a user clicks on 'New Expense Report' what form is used to begin the expense report?
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Expense
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Itemization
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Header
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Allocation
Correct Answer
A. HeaderExplanation
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.Rate this question:
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- 6.
An end user can identify a required field by __________.
Correct Answer
Red Bar or Red Line on LeftExplanation
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.Rate this question:
- 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?
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Delete the charge
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Ignore the expense
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Use the Personal Expense Checkbox
Correct Answer
A. Use the Personal Expense CheckboxExplanation
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.Rate this question:
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- 8.
What permission allows a user to use the expense system?
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Expense Processor
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Expense Approver
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Expense User
Correct Answer
A. Expense UserExplanation
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.Rate this question:
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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 AdminExplanation
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.Rate this question:
- 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?
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Yes
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No
Correct Answer
A. NoExplanation
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.Rate this question:
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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?
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Yes
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No
Correct Answer
A. NoExplanation
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.Rate this question:
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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 profileExplanation
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.Rate this question:
- 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
ASCExplanation
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.Rate this question:
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Current Version
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Sep 14, 2023Quiz Edited by
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Sep 03, 2014Quiz Created by
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