Configuring Account Codes

Managing Account Codes

Objective

After completing this lesson, you will be able to list the manage account codes by accessing existing codes and performing administrative functions.

Path to Access Account Codes

To access and configure account codes, select Edit on Expense Types for Expenses in the Capturing Spend section of the Expense Settings page.

The image shows a screenshot of the Settings interface, with Capturing Spend section. There are four main options, each with an Edit button: Custom Fields, Payment Types, Expense Types for Expenses, and Mileage. The Edit button under the Expense Types for Expenses is highlighted in yellow. The Product selected is Expense.

How to Add Account Codes

Follow these steps to add account codes. We walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Once you complete these steps, a demo video is available to reinforce what you've learned and provide a quick recap.

Steps

  1. Select the expense type on the Manage Expense Types page.

    The image shows a screenshot of an interface titled Manage Expense Types. The interface is divided into two main sections. On the left, there is a list titled Your Expense Types (20) with items such as Airline Fees, Breakfast, Bus. The Airfare item is highlighted in yellow. On the right, there is an Edit Details section for the Airfare expense type. It includes fields for Expense Name, Account Code, and Category (set to Airfare). There are buttons for Import Options, and More Settings at the top right.

  2. Under the Edit Details page, complete the Account Code field.

    The image shows a screenshot of the Manage Expense Types interface. On the left side, there is a list of expense types with status indicators showing Active. The right side displays the Edit Details section for the Airfare expense type. Fields include Expense Type Name, Account Code, and Category. The Account Code is set to 6750.

  3. Select Save to enable these changes.

    The image shows a screenshot of the Manage Expense Types interface. On the left side, there is a list of expense types with status indicators showing Active. The right side displays the Edit Details section for the Airfare expense type. Fields include Expense Type Name, Account Code, and Category. The Account Code is set to 6750. On the right top of the page there is a Save button, highlighted in yellow.

Result

References

TitleLink
Concur Expense: Expense Types - Setup Guide for Standard EditionConcur Expense: Expense Types - Setup Guide for Standard Edition

Summary

  • Account code entry involves accessing expense form settings and entering codes under GL Code columns.
  • Administrative functions include adding new codes and managing existing account code assignments.
Learning

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