Skills Tested

The Certification exam is comprised of the following four sections:

Configuring Core Invoice Elements (20-25%)

• Manage invoice and employee groups
• Manage lists
• Manage Feature Hierarchies
• Manage vendors
• Create a basic user profile

Study Resources:

• Group Configurations for Invoice Setup Guide
• Group Configurations for Employees Setup Guide
• List Management Setup Guide
• Feature Hierarchies Setup Guide
• Vendor Manager User Guide
• Vendor Import User Guide
• User Administration User Guide
• User Import User Guide

Configuring Core Invoice Policy Elements (20-25%)

• Create policies
• Define and configure workflows
• Create and manage Expense Types and Account Codes
• Create Forms and Fields

Study Resources:

• Policies Setup Guide
• Workflow – General Information Setup Guide
• Workflow – Authorized Approvers Setup Guide
• Workflow – Cost Object Approval Setup Guide
• Workflow – Email Notifications Setup Guide
• Expense Types Setup Guide
• Account Codes Setup Guide
• Forms and Fields Setup Guide

Configuring Administration Options (15-20%)

• Assign backoffice and administration user roles
• Update vendors
• Configure Invoice Capture processing
• Differentiate between Concur-managed and client-managed capture
• Manage invoice routing options

Study Resources:

• User Administration User Guide
• Vendor Manager User Guide
• Vendor Import User Guide
• Capture Processing (Client-Managed) Setup Guide
• Capture Processing (Client-Managed) User Guide
• Capture Processing – Dual Support User Guide
• Invoice Settings Setup Guide

Configuring Purchase Request (PR) and Purchase Order (PO) Elements (15-20%)

• Create policies for PRs
• Manage the processing flow of PRs and POs
• Create and manage Purchase Order Matching Rules
• Define the Purchase Order Configuration

Study Resources:

• Purchase Request and Purchase Order Setup Guide
• Purchase Order Matching Setup Guide
• Purchase Request and Purchase Order User Guide
• Purchase Order Matching User Guide