C_CE325_2601

Concur Expense configuration begins with the relationships between employee groups, expense policies, entry forms, and payment methods. The C_CE325_2601 assessment evaluates how consultants establish those relationships in SAP Concur Expense Professional Edition so that expense reporting follows organizational rules. It supports the SAP Certified – Configuration Consultant – Concur Expense Professional Edition credential and calls for more than familiarity with individual administration screens.

Global Template Inheritance and Expense Groups

The global template provides a common configuration foundation, while group settings determine which policies and payment options apply to different employee populations. Administrators need to distinguish changes intended for everyone from exceptions that belong to a particular group. Employee groups and expense groups also have different responsibilities, including user administration on one side and expense policy assignments on the other.

Feature hierarchies, policy selection, and default assignments influence the configuration employees encounter. A useful exercise is to trace an employee’s group membership through the applicable expense policy, entry form, and approval workflow.

Custom Lists, Forms, and Conditional Fields

List Management maintains controlled values for fields such as cost centers, projects, and organizational classifications. List imports help maintain large sets of values, while inactive entries can remain available for historical reporting without being offered for new selection. Field configuration then determines where those values appear and whether entries must satisfy validation requirements.

Expense report header forms, expense entry forms, and allocation forms capture different kinds of information. Conditional fields and required attributes help enforce the intended data collection rules. For C_CE325_2601, study how a field’s data source, form placement, and visibility conditions interact rather than treating each option independently.

Payment Types, Ledgers, and Reimbursement Behavior

Payment type configuration affects whether an expense is reimbursable to an employee, associated with a corporate card, or handled through another payment arrangement. Expense types connect categories of spending to entry forms and accounting codes, while ledgers help establish the accounting structure used for financial export.

Important distinctions include:

• Company-paid transactions versus employee out-of-pocket spending.
• Expense categories versus payment methods.
• Account code assignment versus approval routing.
• Policy defaults versus group-specific activation.

Workflow steps and step rules govern approvals after submission. Audit rules and receipt requirements provide additional policy checks, so consultants should examine how these settings work with the assigned expense policy rather than assuming one configuration component controls the entire process.

A web-based practice test runs in the browser with nothing to install, while downloadable PDF questions and answers can be printed and annotated for offline revision. For C_CE325_2601, pair these formats with configuration exercises that follow a report from field entry through payment classification, approval, and accounting.