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MattLevett
SAP Concur Employee
SAP Concur Employee

Content: FBT Guide - Uncover savings from meal and entertainment expenses

Managing and calculating the fringe benefit tax (FBT) liability on meals and entertainment can be incredibly challenging and time consuming. In an economic climate where expenses are increasing and budgets are shrinking, you simply cannot afford to over-calculate, and over pay, your FBT obligations. 

Matt Levett
6 REPLIES 6
brandtp09
Occasional Member - Level 3

Hi @MattLevett, I'm interested in understanding FBT a little bit more. After going through the guide, does this mean that in Concur, we won't be able to capture FBT for Expenses that don't necessarily have "Attendees" in them?

MattLevett
SAP Concur Employee
SAP Concur Employee

Hi @brandtp09 thank you for your question. Apologies for the delay, I have been on leave for a few weeks. Concur does not limit the ability to be able to capture FBT to only those expenses that require attendees.  This is the most common scenario for FBT but, obviously, not the only one.  Where there are, for example, gifts or other expense types that are FBT applicable then Concur can assist with capturing those expenses and any additional necessary information relating to that spend.

Matt Levett
brandtp09
Occasional Member - Level 3

Hi @MattLevett, would you happen to know if the configuration guides for capturing FBT for non-attendee expense types are stored in the SAP Help Portal? I've been trying to search how to configure such expense types but have only seen configurations where attendees are tracked.

 

Hope you had a good time off work 🙂

MattLevett
SAP Concur Employee
SAP Concur Employee

Hi @brandtp09, I have escalated this to our delivery team. I took a look in the help portal documents but could only see what you were seeing. I have requested info on configuring for non-attendee expenses. Hoping to hear back soon. 

Matt Levett

Good morning @brandtp09 , I have spoken to a few people internally and unfortunately we do not have guides available for configuring non-attendee expense items. I have been informed that the solution is to add an additional mandatory field that can capture these expenses and the next step would be to log a support ticket requesting assistance for this additional field.  Do you have a client success manager I can loop into this conversation to give them visibility? Thank you, Matt. 

Matt Levett
brandtp09
Occasional Member - Level 3

Hi @MattLevett, thanks for taking a look at this. We have yet to finalize with our client if they would consider tracking FBT for those. This is just an assumption we had based on their feedback from our requirements gathering. I'll come back to this thread once we have something final on this point.