Expense Type - Parent

[SMK04]

I am very new to Concur Expense. In order to associate an expense type to a Parent, how are the Parents defined? Is this a default list or can I create my own Parent? Also, where do I access the Parent list of options?

[KevinD]

@SMK04 here are the details for the question you asked.

If you have the Expense Configuration Administrator (Unrestricted) role assigned, you can add or modify expense types by following these steps:
 

1. Click Administration > Expense > Expense Admin > Expense Types
2. Click New
3. Insert the required fields: Name, Spend Category
4. The option for Has this Parent must be set to None (otherwise a new Expense Type instead of a new Parent Category would be created). 

5. Select the desired options for the following: Available for, Show on Mobile device & Itemization
6. Click Next
7. Under Enabled for these Policy Names choose which policy or policies this parent category will be available for and under For an Expense Entry use this form choose the form(s) to use
8. Click Next
9. Optional steps: Formulas and Attendees
10. Click Next & Next
11. Account codes are not typically tied to Parent Categories, no need to select any Account codes
12. Click Done
13. The Parent Expense Type is hereby created. However, in order for it to show in the search for Find Expense Types where > Parent Expense Type you have to add one or more Expense Types under this new Parent.

If you do not have the role above, please submit a case to SAP Concur Support and request to update your expense types.

Use the template below when requesting a new Parent Expense Category:

• Name of parent expense category
• Spend Category
• Form to Use/parent expense category to copy (Is there an existing parent expense category you would like us to copy or mirror for the new parent?)
• Activate under which policy

[Johanna36]

Hello, 
Are we able to add a New Parent Expense Type?  

[KevinD]

@Johanna36 here is how to do it. Please notice the role needed to do so. 

[Johanna36]

Thank you, This was so helpful. 

[KevinD]

@Johanna36 it's what I do. 🙂 Glad I could help.