Skip to main content

System Status: 

Expense Types vs. Expenditure Types

This page will assist faculty and staff in differentiating between Expense Types and Expenditure Types. Expense Types are core to Concur, whereas Expenditure Types relate to the Oracle Project Portfolio Management (PPM) module.

Expense Types

Expense Types are found in each Concur document. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. An example of where the Concur Expense Type is located can be found below.

expense

Expense Types serve two purposes in Concur:

  1. Expense Types serve as a general descriptor of the expense being claimed. The selected Expense Type drives the form fields that the user has to fill out when creating an Expense.
  2. Each Concur Expense Type is tied to a default Account Code in the chartstring for the document. For Travel Expense Types, the Account Code depends on the Trip Type. This is important for when the document is being validated by Oracle for any chartstring errors (External Validation). In addition, the Account Code tied to the Expense Type will determine taxablility.

A list of Expense Types and their Account Codes for Events can be found here.

A list of Expense Types and their Account Codes for Non-Event Reimbursements can be found here.

A list of Trip Types and their Account Codes for Travel can be found here.

Expenditure Types

Expenditure Type is a POETAF value which interacts with the Project Portfolio Management (PPM) module in Oracle. An Expenditure Type is only necessary if the expense is being charged to a project. When an Expense is associated with a Project, the expense will post to the ledger according to the project Expenditure Type rather than the default COA (Chart of Accounts) Account value.

An example of where the Expenditure Type field is located can be found below.

expenditure

A list of Expenditure Types can be found here. For questions on which Expenditure Type to use, please consult your Fund Manager.

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal.