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nmagalhaes
Occasional Member - Level 2

Expense Policies

Hello. 

I am a new Concur admin for our firm. I am trying to learn as much as I can about the different Concur components. Can someone explain to me what a 'Policy' is? What does it do? What is its functionality. 

 

Thank you,

Nancy

1 Solution
Solution
leedau
SAP Concur Employee
SAP Concur Employee

@nmagalhaes Thanks for posting in the SAP Concur Community. I assume your are referring to an Expense Policy within the SAP Concur configuration. 

 

A policy is a container for configuration components including Expense report form, workflow definition, imaging configuration, detail view, allocations, room rate and tax, email approvals, Expense types, print formats and more.

 

Here is a link to the Concur Expense: Policies Setup Guide for your review. I hope you find this helpful. 

 

If you have a subset of users that should see a different list of expense types, that is usually configured by setting up separate expense policies. 

 

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.


Thank you,
Lee-Anne Dautovic
SAP Concur Community Moderator
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

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1 REPLY 1
Solution
leedau
SAP Concur Employee
SAP Concur Employee

@nmagalhaes Thanks for posting in the SAP Concur Community. I assume your are referring to an Expense Policy within the SAP Concur configuration. 

 

A policy is a container for configuration components including Expense report form, workflow definition, imaging configuration, detail view, allocations, room rate and tax, email approvals, Expense types, print formats and more.

 

Here is a link to the Concur Expense: Policies Setup Guide for your review. I hope you find this helpful. 

 

If you have a subset of users that should see a different list of expense types, that is usually configured by setting up separate expense policies. 

 

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.


Thank you,
Lee-Anne Dautovic
SAP Concur Community Moderator
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.