Changing the expense type name for Fuel for Mileage

[SFBLPL]

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.

[PoojaKumatkar]

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.

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

[SFBLPL]

Hi Pooja,

Apologies, I had selected the category in error, but I still have the same issue when trying to amend the name :

Its the Fuel for Mileage expense type that I am trying to amend as we have frequent users claiming against this for Fuel which is not paid out against.

Thanks,

Sharon.

[PoojaKumatkar]

Hi @SFBLPL ,

Your screen looks different. Can you please confirm which edition you are using? Standard Edition or Professional Edition?

Also if you could provide a full screenshot then it will be helpful to understand.

Screenshot from my previous response is from Professional Edition.

[SFBLPL]

Hi Pooja,

Its standard edition.

Thanks.

Sharon.

[PoojaKumatkar]

Hi @SFBLPL ,

I worked only on Professional Edition. However, attaching similar article below for your further reference.

Please follow suggested steps and lets see if it works.

If it still doesn't allow to edit then consider it as it is by design and you wont be able to edit it. Standard edition doesn't allow any customization. @KevinD  - Can you please confirm this.

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

[KevinD]

@SFBLPL Since Fuel for Mileage is a system expense type, we do not allow it to be changed. You can deactivate this expense type and create a new one with the name you prefer. Just be sure to use the correct Spend Category. You can set up the new expense type with all the exact settings as the existing expense type with the exception of the name. 

If you have any hesitations about doing this, I would recommend submitting a help ticket to ensure there are no issues.