Introducing List Management

Objective

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

List Management

The List Management tool enables you to create lists that:

Capture user expense information
Enforce input restrictions
Ensure data validity within the accounting system

For example, you can use lists to capture company accounting information for each expense or to track project related details.

Lists created using List Management commonly populate custom data fields, such as:

Departments
Cost centers
Projects
Other company-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

List Types

There are three types of lists available: Single-Level, Multi-Level, and Vendor. Review the terms below to learn more.

Single-Level (Simple List): A flat list with no hierarchy or dependency.
Multi-Level (Connected List): A hierarchical list in which selections populate two or more related fields.
Vendor List: A list assigned to expense types within a policy, requiring users to select from a predefined set of vendors when creating an expense report.

Adding List Values

You can enter or update list values using the following methods:

Manual entry
Excel import
CSV import
API / Web Services

Access Considerations

With Restricted administrator access, you can create, remove, and modify lists. However, you must have Unrestricted administrator access to format lists and assign new custom lists to forms.

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

Topic	Link
List Management	SAP Help Portal

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