Introducing Primary Configuration
Configuring List Management​
Configuring Forms and Fields
Maintaining Vendors
Managing Expense Types and Account Codes
Maintaining Workflows
Managing Feature Hierarchy
Maintaining Company Locations
Configuring Policies
Managing Group Configuration
Configuring Purchase Order

Introducing List Management​

Objective

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

List Management

The List Management tool enables you to create lists that:

  • Capture invoice 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
The image displays a list management screen with three columns labeled list name, levels, and vendor list. The table contains multiple list items such as billable, employee groups, reference codes, cost centers, project list, airport codes, audit group, class of service, and several others. Each row shows the number of levels and indicates whether the list is available for vendors. Blue buttons for modify, new, remove, and import appear at the top of the screen.

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 invoice.

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

  • Lists capture invoice data, enforce input restrictions, and ensure data validity in the accounting system.
  • Three list types are available: Single-Level, Multi-Level, and Vendor lists for different organizational needs.
  • Lists populate custom fields such as departments, cost centers, projects, and company-specific requirements.
  • Add list values through manual entry, Excel import, CSV import, or API and web services.
  • Restricted administrator access allows list creation and modification; Unrestricted access is required for formatting and form assignment.

Reference

TopicLink
List ManagementSAP Help Portal
Learning

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