Can a processor add, modify, delete itemizations for the expense type "Hotel"?

[cibelu]

Hi All,

I've received the below request from some of our stakeholders.

They would like the processor to be able to modify the itemizations of the expense type "Hotel". This includes the ability to add, modify, or remove tax-related itemizations where required.
The overall goal is to eliminate the need for employees to perform complex and error-prone itemizations themselves and to reduce situations where expense reports must be returned to employees for correction.
This approach ensures that the reimbursement amount entered by the employee remains unchanged, while all tax-relevant allocations and itemizations are accurately reflected in the system and comply with accounting and tax requirements.

I have never had a request like this and also, I am not sure it is possible to accomplish it. 

My knowledge is that only the employee can add, modify or delete itemizations. In our instance processors are allowed do do some small changes (expense types, tax posted amount, vendor, receipt status).

Please let me know what you think about this request and if there is a way to achieve it.

Thank you,

Corina

[samasuraj]

Hi @cibelu 

Topic: Can a processor add, modify, delete itemizations for the expense type "Hotel"?

Please see the below. Hope this helps. 
——-  

Your understanding is largely correct, although there is an important distinction between editing an existing itemization

and creating or deleting itemizations.

SAP Concur has introduced functionality that can automatically create Hotel itemizations from eligible uploaded hotel folios.

It is available for Professional and Standard editions, subject to the feature's eligibility conditions.

Existing itemizations are not automatically replaced by this feature.

SAP Concur Expense Processors can modify certain expense and itemization fields, depending on the edition and configuration.

However, Standard Processor editing permissions do not allow them to add, delete, or completely restructure Hotel itemizations.

The stakeholders' goal of reducing employee itemization errors is reasonable, but Standard Expense Processor permissions should not be assumed to support full Hotel itemization maintenance.

An Expense Processor may correct permitted itemization fields.

This does not automatically authorize creating, deleting, or restructuring Hotel tax itemizations.

Per SAP Concur documentation:

There is an important distinction between modifying existing itemization details and creating or deleting itemizations.

SAP's documentation describing Add, Edit, and Delete Itemization actions in the employee expense interface does not

establish that the same actions are available in the Processor interface.

SAP Concur's 2026 Release Notes describe an ExpenseIt enhancement that automatically creates itemizations from

eligible hotel folios. The feature applies to Professional and Standard Edition.

 SAP Documentation:

• View Itemizations – Processor capabilities
• ExpenseIt Hotel Itemization Enhancement

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[cibelu]

Thank you for your answer @samasuraj. You are correct, processors can correct certain fields, but they can't delete or add itemizations. The reason they are asking for this, is that in their previous system, processors were able to do that and the employees complained that in Concur they need to do it.

What we can do right now, is encourage them to use ExpenseIt more. 

[KevinD]

@cibelu From what I can see, Processors can edit the expense types of the itemizations, allocate and change a few of the expense data fields. I didn't see the option for Processors to delete the itemizations. Also, the parent expense of Hotel cannot be changed. 

One thing you can do is go in as a processor and click around on a submitted expense report with a hotel expense and see which fields are open to be edited. 

[cibelu]

Hi @KevinD ,

I actually did that yesterday before I posted this query here.

The only fields that can be changed by the processor are: expense type, tax posted amount, vendor, receipt status. 

Unfortunately, they will need to accept this as a system limitation and encourage their employees to use ExpenseIt more. That might decrease the rate of wrong itemizations in the future.