Exporting Expense Types in Concur Invoice

[carolyncrawford]

I’m new to working with Concur Invoice and am currently analyzing the expense types for an upcoming reboot. Could you advise on the best way to export this data?

Thanks!
-C

[PoojaKumatkar]

Hi @carolyncrawford ,

There are 2 options to export expense type data:

1. Using Configuration Report Option >> Click Expense Types and Account Codes

Role Required - Expense Configuration Administrator (Restricted/Unrestricted)

Navigations: Under Administration >> Invoice >> Configuration Report Option >> Click Expense Types and Account Codes

Note - It will give you policy wise active expense types list. Please note that it will not display account codes here. Also, you need to copy paste data manually as there is no export option available. Just copy the content which you want to and paste it into excel. 

2. Using Cognos Reporting

Role Required - Cognos Professional Author

With this role you can build your own custom report having columns Policy, Expense Types, Account Codes (If required). If you don't have required access then you can take help from your company admin or someone how has reporting access and know how to build report.

If this answers your query then please mark solution as accepted.