Expense Configuration Components define how expenses are captured, processed, and managed in Concur Expense Professional Edition. These settings ensure the system aligns with your organization’s policies and operational needs.
Expense Admin
Expense Admin is the central workspace for configuring Concur Expense. From here, you access all administrative tools- both primary and secondary - to adjust settings and tailor the Global Template to your organization’s needs. This is where you build and refine the configuration that shapes the overall expense management experience.
To access Expense Admin from the Concur Expense homepage, on the left menu panel, select Administration > Expense, as displayed in the screenshot below.
The Expense Admin area will load, as seen in the following screenshot.
Primary Configuration Components
To build an effective configuration, it’s important to understand the two types of components:
- Primary configurations – the foundational elements that must be set up first.
- Secondary configurations – supporting elements that build on the foundation and refine system behavior.
In this lesson, we’ll focus on the primary configuration components. These components define the core structure of your Concur Expense system. They set the foundation for how expenses are captured, processed, and managed so the system supports your organization’s goals and requirements.
Recommended Configuration Order
Configuring the primary configuration components in the correct order streamlines setup, reduces rework, and helps ensure accuracy and compliance. The recommended configuration order is as follows:
- List Management
- Forms and Fields
- Payment Types
- Expense Types
- Accounting Administration (Ledgers)
- Workflow
- Feature Hierarchy (Complex Workflows)
- Policies
- Group Configuration
Note
Each of these components are described in later units.
Following the recommended sequence for configuration matters because it:
- Establishes a stable configuration foundation
- Supports accurate expense entry and policy enforcement
- Reduces errors and configuration conflicts
- Simplifies compliance management
- Helps users adopt the system more easily
By setting up each component in the right order, you ensure that Concur Expense functions smoothly and can be tailored to your organization's specific requirements.