Concur Invoice Standard Edition Administration Help

Spend Categories

The table below lists all the spend categories available for selection. The Recommended Product(s) column indicates the product SAP Concur recommends the spend category be used with.

Spend CategoryRecommended Product(s)Description
AccountingInvoiceUse this for account payable/receivable, accrued liabilities and cash advance return.
Advertising/MarketingInvoice and ExpenseUse this for marketing expense, promotional items, advertising and promotions.
Agent/Booking FeesExpenseUse this for travel agent and booking fees other than airline fees.
AirfareInvoiceUse this for airfare and airline fees.
Car RentalExpenseUse this for car rental.
Car RelatedInvoiceUse this for mileage, parking, tolls, car rental, company/personal car and petrol/fuel.
Cash Advance - Not Partially ApprovableExpenseUse this for cash advance that is not partially approvable.
Cash Advance – StandardExpenseUse this for standard cash advance.
Company Car - Fixed ExpenseExpenseUse this for expense types where you want your users to enter a fixed expense amount in the user interface. The expense amount is independent of the distance.

NOTE: For Invoice users, SAP Concur recommends using the Car Related spend category.

Company Car - Mileage ReimbursementExpense

Use this for expense types where you want your users to enter a distance in the user interface. The system calculates the expense amount using this distance.

NOTE: For Invoice users, SAP Concur recommends using the Car Related spend category.

ComputerInvoice and ExpenseUse this for IT services, software expenses and computers.
Consulting ServicesInvoiceUse this for consultancy fees, consulting services and consultants.
DonationsInvoice and ExpenseUse this for charitable contributions/events, charity and goodwill.
EntertainmentInvoice and ExpenseUse this for dinner/lunch/breakfast, business meals and client/customer entertainment.
FacilityInvoiceUse this for repairs/maintenance, maintenance equipment and storage units.
Fees/DuesInvoice and ExpenseUse this for bank service charges, fines, penalties, membership dues, licences and permits.
Financial ServicesInvoiceUse this for accounting fees, audit fees, tax services and financial services.
Fuel for mileageExpense

Use this for fuel for mileage.

NOTE: For Invoice users, SAP Concur recommends using the Car Related spend category.

PetrolExpense

Use this for petrol/fuel.

NOTE: For Invoice users, SAP Concur recommends using the Car Related spend category.

GiftsInvoice and ExpenseUse this for gifts/awards for clients/customers and customer appreciation.
Ground TransportationExpenseUse this for bus, taxi, shuttle and public transport.
Ground Transportation (Japanese)Expense

Use this for bus, taxi, shuttle and public transport.

NOTE: This is specific for Japan.

InsuranceInvoice and ExpenseUse this for vehicle insurance, general insurance and business insurance.
JanitorialInvoice and ExpenseUse this for janitorial supplies and cleaning supplies.
Legal ServicesInvoice and ExpenseUse this for legal expenses and professional legal fees.
AccommodationInvoiceUse this for accommodation.
Accommodation - Do Not Track Room Rate SpendingExpense

Use this when you do not want to use the Hotel Wizard. Your users must manually itemise daily room rates and room taxes.

NOTE: For Invoice users, SAP Concur recommends using the Accommodation spend category.

Accommodation TaxExpenseUse this for accommodation tax. Excluding local accommodation tax is beneficial when negotiating prices with hotel chains.
Accommodation - Track Room Rate SpendingExpense

Use this when you want to use the Hotel Wizard. The wizard has entry fields for Daily Room Rate and Daily Room Tax. The wizard creates the itemisations for room rate and room tax.

NOTE: For Invoice users, SAP Concur recommends using the Accommodation spend category.

MealInvoice and ExpenseUse this for meals.
Meal - Count in Daily Meal AllowanceExpense

Use this when you use Travel Allowance for all meals expense types you do want to count in the daily meal allowance. This typically also includes the incidentals expense type. The user interface for these expense types will include the Travel Allowance related meals fields.

NOTE: This category only appears for clients using Travel Allowance.

NOTE: For Invoice users, SAP Concur recommends using the Meal spend category.

Meal - Do Not Count in Daily Meal AllowanceExpense

Use this when you use Travel Allowance for all meals expense types you do not want to count in the daily meal allowance. The user interface for these expense types will not include the Travel Allowance related meals fields.

NOTE: This category only appears for clients using Travel Allowance.

NOTE: For Invoice users, SAP Concur recommends using the Meal spend category.

MeetingsInvoice and ExpenseUse this for meetings.
OfficeInvoice and ExpenseUse this for office furniture and office stationery.
Other SuppliesInvoice and ExpenseUse this for inventory, technical supplies, warehouse supplies, tools and lab supplies.
OtherInvoice and ExpenseUse this for tips/gratitude, undefined, sundry, miscellaneous, laundry and incidentals.
Personal Car - Fixed ExpenseExpense

Use this for expense types where you want your users to enter a fixed expense amount in the user interface. The expense amount is independent of the distance.

NOTE: For Invoice users, SAP Concur recommends using the Car Related spend category.

Personal Car - Mileage ReimbursementExpense

Use this for expense types where you want your users to enter a distance in the user interface. The system calculates the expense amount using this distance.

NOTE: For Invoice users, SAP Concur recommends using the Car Related spend category.

Personal Car – Parking ExpenseExpense

Use this for personal parking.

NOTE: For Invoice users, SAP Concur recommends using the Car Related spend category.

Printing, ReproductionExpenseUse this for printing, duplicating and photocopying.
Professional ServicesInvoiceUse this for professional subscriptions/dues, licensing and outside services.
RentInvoiceUse this for office/space/apartment rent, housing and equipment rent/lease.
ShippingInvoice and ExpenseUse this for courier/shipping/freight, delivery and postage.
StaffingInvoiceUse this for employee award/recognition/benefits, commissions/bonus and payroll/salaries.
Subscription/PublicationInvoice and ExpenseUse this for dues, subscriptions and newspapers/books/magazines.
TelecomInvoice and ExpenseUse this for mobile phone, internet services and wireless devices.
Trade/ConventionInvoice and ExpenseUse this for conferences, trade shows and special events.
TrainExpenseUse this for train or rail.
TrainingInvoice and ExpenseUse this for tuition/training reimbursement and seminar/learning.
UtilitiesInvoiceUse this for electricity, gas and waste disposal.