Configuring FBT - Policies

Objective

After completing this lesson, you will be able to activate FBT on your Australia Policy.

Permissions

The ability to complete this step requires that you have completed Advanced Configuration Training (ACT) and been granted the full Expense Configuration Administrator role. If you do not have the correct level of access, you must log a ticket with SAP Concur Support to have them complete this step for you.

Expense Types

Since SAP Concur utilizes its Attendee functionality to determine FBT, it is imperative that you have the proper Expense Types activated on your Australian policy and have configured them to use the proper entry forms to capture Attendee information. This training course will not cover this process.

Activation

When all of the steps covered in the previous lessons have been completed, you can activate FBT for the Policies that require it.

SAP Concur recommends that your Australian users have their own Policy. This allows for them to be able share a Ledger with the rest of the organization. If they share a Policy with other countries, it means they must have their own Ledger.

Enter the details on the FBT Enabled and Editable By option of Modify Policy: Australia Expense Policy page.

The activation process itself is simple, just set the FBT Enabled dropdown to Yes for each Policy that needs FBT.

Please note that this setting only appears if there is at least one item configured on the Fringe Benefits tab of the Tax Administration tool.

Scenario: Activate FBT

You have completed all of the other configurations for your Australian expense Policy and are now ready to activate FBT.

Steps

  1. Navigate to the Policy Configuration Tools.

    Select the Policies option on the Expense Admin page.

    Select Policies from the Expense Admin area.

  2. Modify the Australian Policy.

    Select the policy to be modified and then select the Modify button.
    1. Select *Australia Expense Policy.
    2. Select the Modify button.

  3. Activate FBT.

    Enter the details related to FBT Enabled and Editable By option and select Save.
    1. Select Yes from the FBT Enabled dropdown.
    2. Select the Save button.

Result

FBT is now active on the Australian policy.

When the FBT has been activated on an Expense Policy, you can optionally activate the Travel Diary feature if your business requires it.

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