- The FBT feature in SAP Concur Expense does not calculate the tax. It provides the needed information through the Standard Accounting Extract (SAE) so you can process and track the tax with the other FBT-related expenses in your accounting system.
- FBT is applied based on the Attendee Type in SAP Concur. It is only applicable to the Employee and Spouse attendee types, and only applies to the employee portion of the expense. For entertainment expenses, FBT only applies to those employees who are not traveling.
- FBT-related data is generated after the processor approves the report. At that time, the FBT configuration is applied to the report to split applicable expenses into the different amounts by Attendee Type as required.
- FBT does not apply to expenses where the user has selected the Personal Expense checkbox.
- FBT is applied at the allocation level of an expense report. An Expense Allocation Form must be configured and applied to each Policy enabled for FBT, even if you do not allow users to allocate expenses.
- All Attendee Types should have an FBT configuration, even if they are not appropriate for an Expense Type (such as Business Guest attendees on Staff Meal expenses), to prevent a delay in reimbursement.
- FBT overrides the GL Code and Reclaim Code configured in the Tax Administration tool for FBT-related expenses.
We've just seen some important points about how FBT and SAP Concur go together, next we will look at how FBT directly impacts your users.