Issues with Concur Budget Module

[Belle]

Hi All,

Is anyone else experiencing issues with the Budget module? We’ve escalated several problems, but so far there has been no resolution. At this point, the module has become unusable.

We’ve uploaded the budget at the Executive level (all leaders reporting directly to the CEO, plus the CEO himself), and they all have access to the Budget. Requests and Expenses are supposed to consume the budget based on the managerial hierarchy.

Here are the issues we are encountering:

• CEO budget not being consumed – The CEO’s budget specifically is set up with cost centers. If a Request or Expense contains any of those cost centers, it should consume the budget. However, this isn’t happening, so the spend remains at zero.
• Inaccurate reports – Even though we’ve already removed certain budget items from our initial upload, those same items still appear when pulling the Spend Items (Across Budgets) report.

• Duplicate budget consumption – The same Requests and Expenses are consuming budgets from two different budget managers/owners, even though those managers/owners are not part of the same managerial hierarchy.
• Incomplete reporting – When pulling reports from the dashboard, some expense line items are consistently missing, so the report total does not match the spend shown in the dashboard.
• Spending Trend chart missing – The chart in the Spending Trend section appears inconsistently, one day it’s visible, the next day it’s gone.
• Recurring error messages – The attached errors keep appearing in the dashboard.

Has anyone else run into these issues? The Concur Support we spoke with mentioned these might be due to bugs. We have another meeting with Concur Support today but I'm not confident the problems will be resolved anytime soon.

[PoojaKumatkar]

Hi @Belle ,

May i know whether you have recently configured budget or using it from past few years? 

If it is recently configured and facing issues, then can you please try removing all budget items and try adding 2-3 budget items manually. Once that is done, try testing to validation whether budget consumption is happening as expected and same reflecting on budget dashboard.

If you are using from past few years, then can you please download budget items from any previous year, only keep 2-3 budget items and just update fiscal year/period as per the current year, import and check whether its reflecting in budget dashboard properly or not. If it reflects then you can try testing to validate whether budget consumption is happening as expected.

The screenshot which you have shared above that might have occurred due to some system glitch but if you are saying budget consumption is not happening correctly or duplicate budget is getting consumed then there must be some issue in tracking logic/fields.

If above test budget items works properly then at least we can assume that there is something wrong in your previous budget import files that's the reason it is not working properly.

Can you please test and let me know the result. Lets see if we can resolve this issue.

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

[KevinD]

@Belle how did the meeting with Concur Support go? Can you provide an update, please?