Expense type selection

[lleung]

Could you explain why my expense type selection differs based on my payment type input?

For example, when I manually create an expense, I can select from seven different expense types. However, when the expense is fed by Amex, I only have five types of expenses to select from the drop-down menu.

[KevinD]

@lleung I just opened your current expense report and clicked the Add Expense button. I selected Manually and saw a list of about 37 expense types. 

Are you sure you aren't just seeing the list of Recently Used? See screenshot below. Did you scroll down the list?

[lleung]

Not sure if you can do that, but if you can, compare that list to the selection with payment type from the "Amex  2023 card feed", some of the selection is missing from the full list.

[KevinD]

@lleung the payment type doesn't affect the list of expenses to choose from. I see you submitted your report, so I cannot go in and do a comparison, but the list shouldn't change.

[PoojaKumatkar]

Hi @lleung ,

With reference to below suggested solution, this is happening due to card feed configuration. I think this is default system behavior when AMEX GL 1025 is used. Lets see, if Kevin is able to make the required changes. If not, then you might need to ask your internal Concur Administrator to do the necessary change or raise a support ticket with Concur. 

@KevinD - Can you please check card feed configuration and see if you can do the necessary changes from your side. 

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

[KevinD]

@PoojaKumatkar a couple of things...

1. I went into this person's expense report and opened one of the AMEX transactions. I clicked in the Expense Type field and had the entire list of expense types available.

2. In my role, I cannot make any changes to a customer's configuration. 

I honestly do not think the card feed is the issue as I was able to see the same list of expense types for both AMEX payment type and Out of Pocket.