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 Category Recommended Product(s) Description
Accounting Invoice Use this for account payable/receivable, accrued liabilities, and cash advance return.
Advertising/Marketing Invoice and Expense Use this for marketing expense, promotional items, advertising, and promotions.
Agent/Booking Fees Expense Use this for travel agent and booking fees other than airline fees.
Airfare Invoice Use this for airfare and airline fees.
Car Rental Expense Use this for car rental.
Car Related Invoice Use this for mileage, parking, tolls, car rental, company/personal car, and gasoline/fuel.
Cash Advance - Not Partially Approvable Expense Use this for cash advance that is not partially approvable.
Cash Advance – Standard Expense Use this for standard cash advance.
Company Car - Fixed Expense Expense 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.

Company Car - Mileage Reimbursement Expense

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.

Computer Invoice and Expense Use this for IT services, software expenses, and computers.
Consulting Services Invoice Use this for consultancy fees, consulting services, and consultants.
Donations Invoice and Expense Use this for charitable contributions/events, charity, and goodwill.
Entertainment Invoice and Expense Use this for dinner/lunch/breakfast, business meals, and client/customer entertainment.
Facility Invoice Use this for repairs/maintenance, maintenance equipment, and storage units.
Fees/Dues Invoice and Expense Use this for bank service charges, fines, penalties, membership dues, licenses, and permits.
Financial Services Invoice Use this for accounting fees, audit fees, tax services, and financial services.
Fuel for mileage Expense

Use this for fuel for mileage.

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

Gas Expense

Use this for gas/fuel.

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

Gifts Invoice and Expense Use this for gifts/awards for clients/customers and customer appreciation.
Ground Transportation Expense Use 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.

Insurance Invoice and Expense Use this for vehicle insurance, general insurance, and business insurance.
Janitorial Invoice and Expense Use this for janitorial supplies and cleaning supplies.
Legal Services Invoice and Expense Use this for legal expenses and professional legal fees.
Lodging Invoice Use this for lodging.
Lodging - Do Not Track Room Rate Spending Expense

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

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

Lodging Tax Expense Use this for lodging tax. Excluding local lodging tax is beneficial when negotiating prices with hotel chains.
Lodging - Track Room Rate Spending Expense

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 itemizations for room rate and room tax.

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

Meal Invoice and Expense Use this for meals.
Meal - Count in Daily Meal Allowance Expense

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 Allowance Expense

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.

Meetings Invoice and Expense Use this for meetings.
Office Invoice and Expense Use this for office furniture and office stationary.
Other Supplies Invoice and Expense Use this for inventory, technical supplies, warehouse supplies, tools, and lab supplies.
Other Invoice and Expense Use this for tips/gratitude, undefined, sundry, miscellaneous, laundry, and incidentals.
Personal Car - Fixed Expense Expense

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 Reimbursement Expense

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 Expense Expense

Use this for personal parking.

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

Printing, Reproduction Expense Use this for printing, duplicating, and photocopying.
Professional Services Invoice Use this for professional subscriptions/dues, licensing, and outside services.
Rent Invoice Use this for office/space/apartment rent, housing, and equipment rent/lease.
Shipping Invoice and Expense Use this for courier/shipping/freight, delivery and postage.
Staffing Invoice Use this for employee award/recognition/benefits, commissions/bonus, and payroll/salaries.
Subscription/Publication Invoice and Expense Use this for dues, subscriptions and newspapers/books/magazines.
Telecom Invoice and Expense Use this for cellular phone, internet services, and wireless devices.
Trade/Convention Invoice and Expense Use this for conferences, trade shows, and special events.
Train Expense Use this for train or rail.
Training Invoice and Expense Use this for tuition/training reimbursement and seminar/learning.
Utilities Invoice Use this for electricity, gas, and waste disposal.