Hotel Expense - Itemization

[afarrington]

Hello,

I recently noticed that Concur is automatically itemizing hotel expenses. I do not want Concur to itemize each hotel charge, is this a new feature or an update of some kind? Has anyone had experience with Concur automatically itemizing an expense, even if you don't want it to? Any suggestions?

Thank you!

[MW]

Is there any plan to address this? It makes no sense, why is it only the hotel expenses as it is additional taxes on the receipt and the final bill matches correctly. Only some do this in my company not all

[KevinD]

@MW Concur auto-itemizes in two situations: 1. If the user takes a picture of their hotel receipt using ExpenseIt and 2. If the credit card used to make the purchase has e-receipts activated by the user. 

It is only the hotel expense because it is the main expense type that has additional charges that make up the total bill. A majority of our customers require hotel itemization, so we have the auto-itemize feature to help users have less clicks and save them time.

[MW]

Hello Kevin,

How do I turn off the hotel itemized part as our company and as I’m finding that I am the only person get this. 

Thank you. 

[KevinD]

@MW Here is what I found below. Let me know if you have any questions. If you are not on our Professional platform and are using a Standard configuration, you would simply go to the Expense Types for Expenses screen and change the Spend Category of the Hotel expense type to Lodging instead of Lodging - Track Hotel Spend. 

Professional

Resolution/Answer

Note:  Expense Configuration Administrator permission is needed to perform steps To stop the auto-itemization when an e-receipt or credit card data is present: Go to Administration > Expense > Expense Admin > Policies Select the Policy Click Expense Types Click Folio Type Mapping Change all the drop-downs to show None Click Save Click Done If you do not have the Expense Configuration Administrator permission then you will need to open a case with Concur Support and include: Policy Name you would like to change Folio types (or all) you want changed Authorization to for SAP Concur Suppor to make changes to your site

[ACamama]

Hi, the mobile app itemized the hotel bill, but it is not mapped correctly to the folio mapping. My end-users are complaining because they have to correct the expense types in the itemization. How does the system read the bill and which line/words are mapped to the folio mapping? I am in Canada where each province has different federal, provincial and municipal taxes and fees. How can it be fully and correctly automated. Thanks

[KevinD]

@ACamama I don't believe it can be fully automated because hotels may use different wording on their folio. Also, our Folio mapping doesn't have all the federal, provincial and municipal taxes listed out. Since SAP Concur is used internationally, we don't have a way to list all the different taxes countries use. 

There are too many variations on how a hotel might list a folio line item for us to include in the Folio Mapping option within our product.