Concur Invoice Standard Edition Administration Help

Invoice - Policy Groups

On the Policy Groups page, administrators may create up to five policy groups. Each group can have different expense types and expense limits. Once you have created the groups, you can assign them expense types and limits on other pages of Product Settings.

Example

You want to allow Sales to have unique expense types and allow Executive staff to have expense limits that exceed those of other departments.

To create policy groups:

  1. Click the Invoice step on the Policy Groups page.

  2. In the Group Name field, type a group name.

  3. Click Save.

  4. Repeat these steps until all desired groups have been created (a maximum of five is supported).

  5. (Optional) If you intend to eventually populate your user list with an import file, then make a note of the system-generated Group Code assigned to each policy group. If policy groups exist, each employee must be assigned a policy group or a default configuration policy group.

If your company is using the Country Pack feature and more than one country pack has been activated, you will be able to select a country in the Select the desired country to create a new group list, and then create policy groups for that country.

If you want to delete a policy group, click Delete for the group. You will not be able to delete a group if any users are assigned to it.