Adding New Expense Types to an Existing Configuration

Objective

After completing this lesson, you will be able to learn how to add new expense types to an existing configuration.

The Addition of Expense Types

Many companies periodically add new expense types to their configuration. If you've completed Advanced Configuration Training (ACT) you can do this yourself, otherwise, you can open a support ticket with SAP Concur.

It's important to understand that after an expense type is added to the system, it must be manually added to the appropriate tax configurations within your Expense system, as this does not happen automatically.

This is a critical step that often gets missed by our customers. Forgetting this step can cost you your reclaim and possibly cause your financial integrations to fail.

It's your responsibility to determine the correct tax rate for each expense type within each Tax Authority.

The following scenario will step you through the process of adding an expense type to an existing configuration.

Scenario

Your company has recently added a new expense type called Training Books & Materials to be used by your employees when they purchase books and other materials related to training courses they participate in. You need to make sure the expense system calculates the standard tax rate for these purchases for your German users.

Add Expense Types

Steps

  1. Navigate to Tax & Reclaim Groups.

    Select the Tax & Reclaim Groups tab on the Tax Administration page.

    Select the Tax & Reclaim Groups tab.

  2. Select the German Tax Authority.

    Select Germany from the Tax Authority drop-down.

    Select Germany from the Tax Authority dropdown.

  3. Open the Standard group.

    Standard Group field is displayed.

    Scroll down and double-click the Standard group.

  4. Navigate to the Expense Types tab.

    Select the Next button on the Expense Types tab.

    Select the Next button.

  5. Select the expense type.

    Select the Training Books & Materials on the Expense Type and then, select Next button .
    1. Select the Training Books & Materials expense type.
    2. Select the Next button twice to access the Reclaim Rates tab.

  6. Save the changes.

    Select the Done button to save the changes on the Tax Administration page.

    Select the Done button.

Result

The system will now calculate VAT for the Training Book & Materials expense type at the standard rate.

In this lesson, we saw how to add expense types to an existing Tax & Reclaim Group. Next, we'll take a deeper dive into Tax & Reclaim Groups, specifically how to create new Tax & Reclaim Groups.

Learning

SAP FacebookSAP YoutubeSAP LinkedIn