Tools and Contacts
A customer reports a recurring system issue that requires formal tracking, ownership, and visibility across customer-facing teams. Which tool should be used to document the customer interaction and follow-up activities, and list of ALL cases?
What is Salesforce?
To support an Expense Reimbursement request in Airbase (PCTY Finance), employees should attach a ___________ showing the details of the business expense.
What is a Receipt?
What Airbase ER submission type should an employee use when they make a purchase using an AMEX, SVB, Prefunded, or DCE company card?
What is Create Report for Corporate Card?
A __________ is a request for payment received from a vendor for goods or services provided.
What is Bill (or Invoice)?
Guided Procurement helps enforce company purchasing policies before a __________ is made.
What is Purchase?
During UAT, Finance confirms that the PCTY Finance configuration is correct, but a transaction consistently produces unexpected system behavior. Which contact should receive the issue for technical investigation? (other than Implementation)
Who is Support Team? (support@airbase.io)
True or False: An employee should use Expense Report for Reimbursement in PCTY Finance when a company-issued Physical Card was used for the purchase.
False: Should be "Create Report for Corporate Card"
Which payment source is considered a Corporate Card transaction rather than an Expense Reimbursement?
A. Corporate Virtual Card(DCE)
B. Employee's personal Mastercard
C. Company-issued AMEX card
D. Employee pays cash and requests repayment
C. Company-issued AMEX card
True or False: Receipt Inbox, Holds Vendor Invoices ready for processing for Bill Creation.
False : Bill Payment Inbox
After approvals are completed, organizations may generate a __________ to formally authorize the purchase.
What is Purchase Order (PO) or a Virtual Card
A customer requests the latest communication guide, training materials, implementation workbook, and go-live resources. Which location should contain the source-of-truth versions?
What is SharePoint? (or Confluence)
Which of the following scenarios should be submitted as an Expense Reimbursement in Airbase?
A. Employee used a company-issued Airbase Physical Card for lunch.
B. Employee paid a vendor invoice through Accounts Payable.
C. Employee used a personal credit card to pay for airport parking during a business trip.
D. Employee submitted a Purchase Request before buying equipment.
C. Employee used a personal credit card to pay for airport parking during a business trip.
Under the Prefunded model, funds must be __________ before cardholders can spend against the balance.
Loaded / Funded/ Sufficient
_______________ is an electronic bank-to-bank payment commonly used for domestic vendor payments. (Payment Method)
What is ACH payments?
What process ensures a new supplier is reviewed and approved before purchases are made?
What is Vendor Onboarding?
During implementation, project stakeholders disagree on a requirement. The discussion needs immediate visibility from Sales, Product, Support, and Customer Success. Which platform is most appropriate for real-time Internal collaboration?
What is Microsoft Teams?
What is the GL impact of an Expense Reimbursement transaction? Provide the Double Entry DR | CR
Debit Expense Account, Credit Expense Payable Account
GL Impact: A Corporate Card transaction typically creates a Debit to __________ and a Credit to __________.
What liability account is typically credited when a vendor bill is synced to the ERP?
What is "Accounts Payable"
In Approval Matrix: The __________ Category provides the high-level classification of a purchase, while the __________ Category provides a more detailed classification.
What is Primary and Secondary?
How should an IC Escalate?
A. Team Lead → Case → Manager/Director → Self-Service Research
B. Self-Service Research → Manager/Director → Team Lead → Case
C. Self-Service Research → Case → Team Lead → Manager/Director
D. Case → Self-Service Research → Manager/Director → Team Lead
What is Self-Service Research → Case → Team Lead → Manager/Director?
Name 3 pieces of information commonly required when submitting an Expense Reimbursement?
(Additional acceptable answers: Merchant Name, Category, Business Purpose, GL Coding, Department, Location.)
Name 3 types of Corporate Card programs that can be integrated with PCTY Finance.
List 3 pieces of information commonly required when creating a Bill.
(Additional acceptable answers: Category, Notes, GL Coding, Department, Location.)
Enumerate 3 types of requests that can be submitted through Guided Procurement Forms/Workflows. (3 of 6)