Track Spend for Multiple Vendors (Concur Invoice and Purchase Requests Only)

You can filter invoices and purchase requests from a list of specific vendors.

You must configure this feature on the Budget Items tab and on the Budget Tracking Fields tab.

To track spend for multiple vendors:

1. Click Administration > Invoice > Budget Configuration > Budget Tracking Fields
2. On the Budget Tracking Fields tab select a new budget tracking field or click Budget Field Mapping and select the Header Field (for invoices) or the Item Field (for purchase requests) mapping type and then the new Vendor Code or Vendor Address Code mapping value.
3. In the Invoice section, select Header Field as Mapping Type and Vendor Code or Vendor Address Code as Mapping Value.
4. Click Save.
5. Click the Budget Items tab in Budget Configuration.
6. Add a new budget item or open an existing one. The Add Budget Item or Modify Budget Item window appears.
7. Click the Budget Tracking Fields (Optional) tab.
8. In the Type column, select Free Form.
9. In the Operator column, select the InValueList.
10. In the Value column, enter multiple vendor codes (separated by comma).
11. Click Save.