Concur Invoice Professional Edition Administration Help

Add a Connected Budget Tracking Field

You can add a connected budget tracking field if you want to use connected budget tracking with two or more fields.

To add a connected budget tracking field:

  1. In the Budget Tracking Fields tab, click the Budget Fields tab.

  2. Click Add Connected Budget Tracking Field.

    The Add Connected Budget Tracking Field window appears.

  3. Complete all required fields and lists.

    Field/List

    Description/Action

    Connected List Definition

    Select a connected list definition. The list shows all multi-level lists that are defined in the List Management tool.

    Budget Tracking Field

    Enter a field name.

    Default Value

    Select the relevant default value. For example, if the field name is Department, the default value might contain a specific department, such as Sales, Finance and Services.

    This is the default value that appears in the Value column in the Budget Tracking Fields (Optional) tab of an opened budget item.

  4. Click Save.