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SFBLPL
Occasional Member - Level 2

Changing the expense type name for Fuel for Mileage

Hi,

I am a Concur Administrator and would like to know how to change the name for the expense type 'Fuel for Mileage' to make it more sensible for users claiming for personal or company car mileage.  It would make more sense to read Fuel Receipts for Mileage Claims, I have seen a few examples of this being done but when I try to edit the name, it is greyed out and I am given this error message : 

System Expense Type

Changing the Category of this expense type is not permitted as it may affect data entry details and reporting.

 

How do I change the name for this expense type?
Thanks.
1 REPLY 1
PoojaKumatkar
Frequent Member - Level 2

Hi @SFBLPL ,

 

I think you are trying to update spend category name instead of expense type name.

 

To update expense type name go to Expense Type section >> search for Company Car Mileage/ Personal Car Mileage >> Double click and update name and save.

Once name is updated it will reflect in Expense report >> Expense type list.

 

I tried updating name in our sandbox and it got updated.

 

PoojaKumatkar_0-1741268215047.png

PoojaKumatkar_1-1741268245887.png

If this answers your query, then please mark solution as accepted.

 

Thanks!
Regards,
Pooja