Creating a New Expense Type Mapping

The following example contains the necessary steps for creating a new expense type mapping. The requirement is to map a custom Concur expense type to a custom expense type in PSA. You can create new expense type mappings following the same steps.

Note:

We assume that you have created a custom expense type in both PSA and Concur named Travel Visa. In Concur, this is linked to the Fees/Dues expense category.

1. In Setup, click Custom Code | Custom Metadata Types.
2. Next to Concur Expense Type Mapping, click Manage Records. A list of existing mappings displays.
3. Click New. The new mapping record page displays. For a description of all the available fields and the accepted values, see Concur Expense Type Mappings Fields in the PSA Help.
4. Next to Label, enter Travel Visa. Once you move to the next field, the Concur Expense Type Mapping Name automatically populates.
5. Next to Concur Expense Category, enter Fees/Dues.
6. Next to Concur Expense Type, enter Travel Visa.
7. Next to PSA Expense Type, enter Travel Visa.
8. Select Active.
9. Click Save. The new mapping is now created.