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Managing Default Expense Types

Objective

After completing this lesson, you will be able to manage default expense types assigned to vendors.

Default Vendor Expense Types Overview

You can manually assign expense types to vendors on the Manage Default Expense Type page. You can also assign expense types using the vendor import file in the Default Expense Type Name column.

Assign Default Expense Types to Vendors Manually

To manually assign a default expense type to a vendor:

Steps

  1. In Vendor Manager on the Manage Default Expense Type tab, select the vendor and then select Assign Default Expense Type.

    SAP Concur Manage Default Expense Type screen with the first row highlighted, showing vendor name, vendor code, address code, and default expense type columns.

  2. Search for and select the required expense type, and then select Assign.

    A pop-up window titled Expense Type Helper is open in SAP Concur, showing a list of hardware-related expense types that can be assigned as a default for selected vendors. The background shows the Manage Default Expense Type screen.

Assign Default Expense Types to Vendors by Import

To map a default expense type to a vendor by import:

Steps

  1. In the appropriate vendor record in the Vendor Import file, add the expense type name to the Default Expense Type Name column.

    An Excel spreadsheet template with columns for Vendor Code, Vendor Name, Tax ID, Default Employee ID, Default Expense Type Name (highlighted), and Address Import Sync ID. The sheet is blank.

  2. Save and upload the import file in Import Vendors.

    SAP Concur Import Vendors screen showing the Step 2: Select File to Import section highlighted at the top right, with instructions to browse and import an Excel file. Below is a vendor import history table with details for each import.
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