Introducing List Management

Objective

After completing this lesson, you will be able to describe the functionalities of lists in Concur Expense Professional Edtion

List Management

The List Management tool enables the creation of lists to capture the following: user expense information, enforce input restrictions, and ensure data validity within the accounting system. For example, you can capture company accounting information for each expense or project-related details. Lists created with List Management are commonly used to populate custom data fields, such as departments, cost centers, projects, and other customer-specific data requirements.

A screenshot of a “List Management” interface showing a table with columns labeled “List Name,” “Levels,” and “Vendor List.” Several list names are displayed, including “Billable,” “Employee Groups – Do Not Change (Contact Client Support),” “INV_Reference Codes,” “INV_Regions-Cost Centers,” “Org Structure,” “Project List,” “Region_Cellphone,” and others. The “Levels” column contains numeric values, mostly 1 or 3, and the “Vendor List” column contains either “Yes” or “No.” At the top of the interface, buttons labeled “Modify,” “New,” “Remove,” and “Import” are visible

There are three list types:​

  • Single-Level (Simple List): A simple collection of lists without a hierarchy or dependency​
  • Multi-Level (Connected List): A hierarchical collection of items in which the data in the list populates two or more associated fields​
  • Vendor List: Vendor lists are assigned to expense types within a policy to force a user to choose from a defined list of vendors on an expense report​

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You can enter list values into the system in several ways:​

  • Manually​
  • Excel import​
  • CSV import​
  • API/Web Services

Note

While you can create, remove, and modify lists with Restricted access, you can’t format and assign new custom lists to a form without Unrestricted access.

Summary

  • In Concur Expense, List Management captures expense details, enforces input restrictions, and ensures accounting data validity.​
  • Lists populate custom fields like departments, cost centers, projects, and other company-specific data.​
  • Use single-level, multi-level, and vendor lists for flat, hierarchical, and policy-driven vendor selection.​
  • Add list values manually, or import via Excel, CSV, or web services.​
  • Restricted access edits lists; Unrestricted access assigns and formats lists on forms.

Reference

TopicLink
List ManagementSAP Help Portal

Learning

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