Importing Expense Types

Objective

After completing this lesson, you will be able to import, modify and activate a new expense type in Concur Invoice Professional Edition

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.

Note

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

To access Expense Type Import, select Expense Type Import from the Invoice Processing Admin menu.

Expense type import page with instructions, file upload button, and Expense Type Import menu 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 Excel-based template.

    Invoice processing expense type import instructions with Click on this link highlighted.

  2. Complete with the details of the expense types to be added or edited and save the file locally.

    Excel sheet with columns for activate, policy, expense type name, new expense type name, ledger, account code, and spend category.

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

    Invoice processing expense type import instructions with file upload and Upload Your Data button.

Result

The imported expense types are visible in the system.

Summary

  • The Expense Type Import feature can be used to create new expense types or update existing ones.
  • The Import allows admins to manage expenses in bulk.
  • Account codes can only be uploaded if the Ledger does not use an Account Code Hierarchy.

Reference

TopicLink
Expense TypesSAP Help Portal

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