Assigning Different Accounting Codes Based on Expense Report Initiation

[nsiatirlis]

Hello Experts!

We’re exploring whether it's possible to assign different categories of accounting codes depending on how an Expense Report is initiated.

Our requirement is:

- When an employee creates an Expense Report from a Request, we want Accounting Code Category A to be used.

- When an employee creates an Expense Report without a Request, we want Accounting Code Category B to be applied.

Is there a way to configure Concur to recognize the origin of the Expense Report (with or without a Request) and apply different accounting code categories accordingly?

Any guidance or suggestions would be greatly appreciated.

Thanks in advance!

Nikos.

[KevinD]

@nsiatirlis hello there. That is an interesting question. I do see that you work for a certified Concur Partner. Have you submitted this question to the Partner Support Portal? If not, I would kindly ask that you submit your question there first as we have a dedicated team specifically set aside to help our Partners. If you submit your question to the Partner Portal and do not receive an answer, please let me know. 

If you haven't ever used our Partner Support Portal, you will need to work with someone at your company to get access. If you need further assistance after asking around, please let me know.