Importing Expense Types

Objective

After completing this lesson, you will be able to manage expense types using the Import template.

Expense Type Import Process Overview

You can use the Expense Type Import to create new expense types or edit existing ones. This feature allows you to import expense types in bulk, instead of creating them individually through the user interface.

Note

You can upload account codes only if your ledger does not have an Account Code Hierarchy.

Import Expense Types

To import expense types:

Steps

  1. On the Invoice Administration menu, select Expense Type Import.

    SAP Concur Invoice Processing Admin screen showing the Administration tab and Expense Type Import link, both highlighted.

  2. Download the Excel-based template.

    SAP Concur Invoice Processing Expense Type Import screen with instructions for downloading and uploading the expense type import spreadsheet. The link to download the template is highlighted.

  3. Complete with the details of the expense types to be added or edited and save the file locally.

    Excel spreadsheet titled “Expense Type” with columns for Activate, Policy, Expense Type Name, New Expense Type Name, Ledger, Account Code, and Spend Category, showing various expense types listed in rows.

  4. Upload the file. Review any errors and repeat steps 2 and 3 until the task is completed.

    SAP Concur Invoice Processing Expense Type Import screen with instructions for importing an expense type file, showing the Browse button to select a file and the Upload Your Data button highlighted.

Learning

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