How to turn off Automatic Expense Report

[WWhitmoore]

Now that our company is using TWO report headers - Fleet Policy and US Expense Policy, the automatic creation of expense reports is cumbersome. ALL expenses are dropped into the US Expense header and anything that falls under Fleet must be manually separated and added to a new report. How can the Auto creation of expense reports be shut off??

[MeltemC · Accepted solution]

Hi @WWhitmoore , I'm assuming you're talking about the Expense Assistant functionality and it's assigning all your expenses into a monthly report with your default policy which is US Expense Policy. Now that you have a Fleet Policy, the expenses that may belong to Fleet Policy are also being assigned to the same monthly report. To turn this off, you can click on your initials at the right top corner of the Concur page then Settings > Expense Preferences and set 'Expense Assistant using this method' to None. This way you'll have to create your reports manually and select what policy your expenses belong to.