Introducing Budget Categories

Objective

After completing this lesson, you will be able to explain the purpose of Budget Categories.

Basics of Budget Category

Budget categories group expense types in Concur Invoice, Concur Expense, and Concur Request, and are used to manage budgets at a specific expense type group level.

This feature is optional, but necessary to associate the budgets with expense types for a more detailed level of budgeting.

The image shows a screenshot of the Budget Category page on Budget Configuration of the Concur Expense. A table lists budget categories like Contract Services, Promotions, Supplies, Training, and Transportation, each associated with invoice and expense types. Options to add New, Modify, and Remove categories are available.

References

  
Budget Admin Guide - Manage Budget CategoriesBudget Admin Guide - Manage Budget Categories

Summary

  • Budget categories group expense types across Concur Invoice, Concur Expense, and Concur Request modules.
  • Using budget categories allows detailed budget management by expense type group.
  • The feature is optional but needed to link budgets with specific expense types.