Basic Assistance - How to set up a new department

[barrmichelle]

Hello -

I'm looking for entry level assistance.  I need to add a new department.  Any assistance is appreciated.

[andilillemoen23]

Good Morning,

Typically, departments are set up as a list in list management. You would go to Administration>Expense> Expense Administration and click on list management.  There you would find the list that contains the department.   If it is a simple list, it would just have 1 level and you would be able to click on the top folder and click new, this will bring up a screen to the right side and you would be able to add the item name and the item code.   

If it is a connected list (more than 1 level) you would need to find the path to where you want to add the department.   Here is a link to the guides, go to list management:  http://www.concurtraining.com/customers/tech_pubs/_Docs_ExpHelp.htm

Regards,

Andi

Concur Consultant

[Brenda3]

Can you update this answer with the new updated UI as I cannot find anything called List Management. I did find where to set up a Division under custom fields but there is no button to edit department list.

Thanks,

[KevinD]

@Brenda3 see screenshots below for path to List Management.

[KevinD]

@barrmichelle did @andilillemoen23 's answer provide the help you needed?

[samasuraj]

Hi @barrmichelle 

Topic: Basic Assistance - How to set up a new department

Please check the below. Hope this helps.

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To add a new department in SAP Concur Expense, the navigation depends on your edition and how the Department field is configured.

Standard Edition – Step by Step

1. Open Product Settings → Custom Fields.
2. If Department already exists as a List field, select Manage List Items.
3. Click Add, enter Item Name and Item Code, then save.
4. If the field does not exist, select Add a Custom Field → List → Department → Add.
5. Select Add List Items, enter the department values, and click Done.
6. Verify the field's visibility and whether it is required or read-only.

Professional Edition – Step by Step

1. Open Administration → Expense → List Management.
2. Select the existing Department list.
3. Add the new department's code and name at the appropriate list level.
4. Save the changes.
5. Navigate to Administration → Expense → Forms and Fields.
6. Verify that the Department field is associated with the intended list and expense or allocation form.

Configuration Purpose

Edition	Navigation	Purpose
Standard	Administration → Expense → Product Settings → Custom Fields	Add or maintain Department list values
Professional	Administration → Expense → List Management	Add or maintain Department list values
Professional	Administration → Expense → Forms and Fields	Configure where the Department field appears

Important: If departments are maintained through employee imports or an HR/ERP integration, the new department must be maintained through the appropriate source process.

These steps apply when Department is configured as a list field.

Employee department assignments are maintained separately.

Thanks & Regards

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Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant