Concur Request for Non-Travel Expenses

[stephanierenner]

Hello,

We are in the process of implementing Concur Request. We obviously will be using it to gain pre-approval of travel/trips. However, we'd like to use it for other expense types, such as group events, donations, dues/subscriptions, software, etc. If you have used Concur Request for non-travel expenses, would you care to share what expense types and limitations/thresholds you set up for your company? And Concur, if you could offer some "best practices" in this situation, that would be great.

Thanks!

Stephanie

[MelanieT]

@stephanierenner Normally Request is used for the Travel portions, then the Request is attached to an Expense Report for other expenses incurred for that trip. May I ask why you are wanting to add non-travel expenses to request? 

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[stephanierenner]

Hi @MelanieT ,
We want to avoid pre-approval in a separate system, would like to keep them all in Concur.

Stephanie

[MelanieT]

@stephanierenner Sounds good.  Hopefully someone can share how they do this.  For best practices, your Implementation Project Manager should be able to provide this info as well.  

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[KevinD]

@stephanierenner I would suggest making this post in the Admin Group. You are more likely to get responses there as this forum is more read by end users. 🙂

[stephanierenner]

@KevinD thanks, I'll do that!