Default Receipt Status to no receipt

[RebeccaEdwards]

Hi All

my team complain that when they put in their 'personal car mileage' they always have to click the receipt status can change to 'no receipt' as its a mandatory field. Is there a way to make this field default to 'no receipt' purely for one expense type 'personal car mileage' as my team will never have receipts for this?

[PoojaKumatkar]

Hi @RebeccaEdwards ,

It is not technically feasible to set the receipt status to “No Receipt” by default for only one expense type, such as Personal Car Mileage.

As an alternative, you can update the receipt handling rule:

• Go to Receipt Handling
• Open the existing active receipt handling rule
• In the expense type condition, add 'Personal Car Mileage' as an excluded expense type

After making this change, the system will no longer prompt for a receipt for that expense type.

Sample screenshot:

Note - This rule will trigger only for those expense types which are not included in this rule.

Additionally, you can check if there is an existing active audit rule for “No Receipt Comments Required.”

If such a rule is active on your site, you can update it by excluding the 'Personal Car Mileage' expense type. Simply add a similar condition as mentioned above to exclude this expense type.

Note: This is applicable only if there is an active audit rule configured.

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

[KevinD]

@PoojaKumatkar they could also set that field to not required on the form and then hide that field from view. Couldn't they? 

The only issue is if that form is used for many different expense types, then your solution is the only option. 🙂

[PoojaKumatkar]

Hi @KevinD ,

Making the field optional and hide/removing it from the form would be the simplest approach. However, I didn’t recommend this earlier because most admins typically have restricted access in SAP Concur, and the forms and fields section is usually not accessible to them for making such changes.

If @RebeccaEdwards  has unrestricted access, and the “personal car mileage” expense type uses a dedicated entry form that isn’t tied to other policies or expense types, then this approach can work.

However, if she has only restricted access, she’ll need to go with the option I suggested—excluding the expense type from the receipt-required rule.

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

[KevinD]

@PoojaKumatkar yes, that is a concern, but @RebeccaEdwards could submit a Help ticket to Concur Support to get this implemented. 🙂

[PoojaKumatkar]

@KevinD ,

Yes, as of now both options are available for her. Now let @RebeccaEdwards decide with which option she would like to go with. 😌

[KevinD]

@PoojaKumatkar yes, the choice is now hers. 🙂