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 a budget category Training, associated with invoice and expense types. Options to add New, Modify, and Remove categories are available.

References

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

Summary

  • Budget categories group related expense types for better budget management.
  • Use budget categories in Concur Invoice, Expense, and Request modules.
  • Assign budget categories to track spending at a detailed expense type group level.
  • This feature is optional but enables more granular budget control.