Importing Expense Types

Objective

After completing this lesson, you will be able to manage expense types using the import template in Concur Expense Professional

Expense Type Import Process

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. Because a new expense system already contains the most used expense types and most customers rarely deviate from this list, most administrators don't use this feature frequently.​

Note

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

To access the Expense Type Import, select Expense Type Import from the left menu panel under Expense Admin.

Image of an Expense Admin webpage titled “Expense Type Import” with instructions and buttons to choose a file and upload data, and a left navigation menu with “Expense Type Import” highlighted.

Import Expense Types

Review the following steps to learn how to import expense types.​

Steps

  1. On the Expense Type Import page, download the import template by selecting the link.

    Image of an “Expense Type Import” page with the “Upload File” tab selected and step 1 (“Click on this link”) highlighted in red, plus a file chooser and “Upload Your Data” button.

  2. Complete the Excel-based import template with the details of the expense types to be added or edited and save the file locally.

    Image of an Excel spreadsheet for expense type import showing columns for Activate, default and preferred parent expense type name, default and preferred expense type name, and ledger, with example expense categories listed.

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

    mage of an “Expense Type Import” page with a selected Excel template file in the Choose File field and the “Upload Your Data” button, both highlighted.

Result

The imported expense types are available on the Expense Types page.

Summary

  • Use Expense Type Import to create or edit expense types in bulk using an import template.​
  • Access Expense Type Import from Expense Admin in the left menu.​
  • Download the Excel template, enter expense type details, and save the file locally.​
  • Upload the file, fix any errors, and reupload until the import completes.​
  • View imported expense types on the Expense Types page.​

Reference

TopicLink
The Expense Type Import ProcessSAP Help Portal

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