In Concur Expense, a group is a collection of users who share the same policies and configuration settings. Groups are essential for organizing users and applying configurations based on business rules and administrative needs. Groups are often created based on countries; however, new employee groups can be created if there is a difference in policies, employee forms, or anything assigned at the group level.
Groups are divided into two types: Employee and Expense. Both use a source list maintained in List Management, and their hierarchies are managed through Feature Hierarchies.
Employee Groups
Employee groups organize users for administrative purposes such as user management, company information, and delegation settings. Each Employee group is associated with an Employee form that captures relevant user details. These groups primarily control user-related configurations and permissions.
Expense Groups
Expense groups manage expense-related configurations, including policies, cash advance options, audit rules, payment types, car configurations, receipt limits, payment holds, and email reminders. Expense groups determine which expense settings apply to specific users.
Review the following graphic for a summary of the differences between Employee Groups and Expense Groups.
Note
For consistency, it's recommended to use the same group names on both the Employee and Expense tabs.