You can manually assign expense types to vendors on the Manage Default Expense Type page. You can also assign expense types using the vendor import file in the Default Expense Type Name column.
Managing Default Expense Types
Objective
After completing this lesson, you will be able to manage default expense types assigned to vendors in Concur Invoice Professional Edition
Default Vendor Expense Types Overview
Assign Default Expense Types to Vendors Manually
Review the following steps to learn how to manually assign default expense types to vendors.
Steps
In Vendor Manager on the Manage Default Expense Type tab, select the vendor and then select Assign Default Expense Type.
Search for and select the required expense type, and then select Assign.
Result
The default expense type is assigned to the vendor.
Assign Default Expense Types to Vendors by Import
Review the following steps to learn how to map a default expense type to a vendor by import.
Steps
In the appropriate vendor record in the Vendor Import file, add the expense type name to the Default Expense Type Name column.
Save and upload the import file in Import Vendors.
Result
The default expense type is mapped to the vendor.
Reference
| Topic | Link |
|---|---|
| Manage Vendors | SAP Help Portal |
Summary
- Assign default expense types to vendors to support consistent coding in Concur Invoice, professional edition.
- Assign an expense type manually from Vendor Manager using the Manage Default Expense Type tab.
- Select a vendor, choose Assign Default Expense Type, then search and assign the required expense type.
- Assign an expense type by import by completing the Default Expense Type Name column in the vendor import file.
- Upload the updated vendor import file in Import Vendors to map the expense type to the vendor.