Expense Policies

[nmagalhaes]

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

[leedau · Accepted solution]

@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. 

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