If you have the Expense Configuration Administrator (Unrestricted) role (Professional) or the Can Administer role (Standard), you may create or modify Expense Types. To add or modify Expense Types, please follow the steps below.
Professional Edition:
- Log into SAP Concur and navigate to Administration > Expense > Expense Admin > Expense Types.
- Click New or select the existing expense type and click Modify.
- Enter the required fields and click Next.
- Expense Type
- Parent Expense
- Available for
- Spend Category & Itemization
- Choose which Policies this expense type will be available for and the forms to use and click Next.
- Optional: Enter an Amount Calculation Formula for each policy.
- Click Next.
- Optional: Configure Attendees check boxes per policy.
- Click Next.
- For Accounting, under Account Code(s) for Selected Hierarchy System enter Account Codes within the appropriate ledgers.
- Click Done.
Standard Edition:
- Log into SAP Concur and navigate to Administration > Expense Settings.
- Click the Edit tab beside Expense Types for Expenses (under Capturing Spend).
- Under tab 1 for Expense Types, click New.
- Enter the required name under the Expense Type column.
- Set (optional) thresholds for Flag Expenses Over a certain amount, or Don't Allow Expenses Over a specific total
- Select the desired Category for where it will show and be associated.
- Click Save.
Note:
- Do not create new (custom) Expense Types by renaming system expense types. This is not considered as best practice and may cause issues with Expense Type visibility when users create expense reports.
- Check out the Concur Expense: Expense Types Setup Guide for more information.
