Concur Invoice: Expense Types - Concur Training - list of expense types

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• (1) categories of expenses
• (2) other types of expenses quizlet
• (3) different types of expenses
• (4) examples of expenses

Concur Invoice:
Expense Types
Setup Guide for Standard Edition
Last Revised: November 10, 2021
Applies to these SAP Concur solutions:
Expense
Professional/Premium edition
Standard edition
Travel
Professional/Premium edition
Standard edition
Invoice
Professional/Premium edition
Standard edition
Request
Professional/Premium edition
Standard edition
Table of Contents
Section 1: Overview ....................................................................................................1
Expense Types and Country Packs .............................................................................2
Clients Connected to Financial Systems ......................................................................2
QuickBooks Clients Only ...........................................................................................3
Alternate Account Codes Clients Only .........................................................................3
Section 2: Expense Types and Account Codes .............................................................3
How the Client System Works with Invoice .................................................................4
Access the Invoice - Expense Types Page ...................................................................4
Manage Expense Types ............................................................................................5
Access the Account Codes Page .................................................................................6
Manage Account Codes ............................................................................................. 8
Import Expense Type ............................................................................................... 9
Download the Expense Type Spreadsheet .............................................................9
Populate the Expense Type Spreadsheet ............................................................ 10
Upload the Expense Type Spreadsheet ............................................................... 12
Section 3: Spend Categories......................................................................................13
ii Concur Invoice: Expense Types Setup Guide for Standard Edition
Last Revised: November 10, 2021
? 2004-2022 SAP Concur All rights reserved.
Revision History
Date Notes/Comments/Changes
August 20, 2022 Minor edits; cover date not updated.
January 21, 2022 Updated the copyright year; no other changes; cover date not
updated
November 10, 2021 Updated instructions for Product Settings page.
March 20, 2021 Added information about editing the Undefined expense type
name.
March 4, 2021 Updated the copyright year; no other changes; cover date not
updated
April 22, 2020 Renamed the Authorization Request check box to Request on the
guide's title page; cover date not updated
January 8, 2020 Updated the copyright; no other changes; cover date not
updated
August 17, 2019 Added more information about spend categories. Fixed some
typos and made some clarifications in the Spend Categories
table.
June 8, 2019 Updated text and images throughout to reflect UI name change
from "Cost Tracking" to "Custom Fields".
March 21, 2019 Updated "payment request" to "invoice". Updated "Concur" to
"SAP Concur". Updated images.
January 29, 2019 Updated the copyright; no other changes; cover date not
updated
December 6, 2018 Minor edit.
August 7, 2018 Updated Cost Tracking content.
July 30, 2018 Minor edit.
June 16, 2018 Removed information about QuickBooks Connector and Financial
Integration, as content is now consolidated in the Shared:
QuickBooks Connector Setup Guide and Shared: QuickBooks
Integration Using Concur Financial Integration Service Setup
Guide.
April 11, 2018 Changed the check boxes on the front cover; no other changes;
cover date not updated
March 17, 2018 Added information about when account code is missing.
February 15, 2018 Updated "Show Advanced Settings" text.
February 10, 2018 Removed Goodwill and Airline Fees spend categories.
December 9, 2017 Added spend category table and information about the spend
category list labels.
Concur Invoice: Expense Types Setup Guide for Standard Edition iii
Last Revised: November 10, 2021
? 2004-2022 SAP Concur All rights reserved.


What are expense categories? What are three major types of expenses? Fixed expenses are those that don’t change for the foreseeable future. These can include auto lease payments or rent. Variable expenses are expenses such as utilities, which can change from month to month. Periodic expenses are ones that happen occasionally, like business travel or emergency car repairs.

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