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Hello,
I know there are some user interface changes happening in Concur, and I'm wondering if there's still an ability to view the itemization details within the report without clicking on each individual expense or the summary (since this only allows to view it for one expense at a time). For example if someone has 20 itemized expenses, I used to be able to click on the arrow to open all of them up in the report view, and only go into the actual expense transaction if any adjustments were needed. Now I can't view them at the same time.
As well, can there be consideration to make the Save and Add Another option in the Itemization section be more visible like it used to be, instead of clicking on the drop down?
Thank you!
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@marinapagnotta I went in and looked around and I didn't see any option to view the itemizations without drilling into the entry itself.
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Hi @marinapagnotta regarding your request about the 'Save and Add Another' for Itemizations, you can submit an improvement request through our Continuous Influence platform. Check out this post all about it and click the SAP Concur Expense and Spend Solutions session link to submit your idea.
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@marinapagnotta I think I found what you are looking for. To view all itemizations without having to drill into the expense, click the icon I have highlighted below. This will allow you to view the itemizations for that entry.
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Hi @KevinD . Thanks for this - yes, I've seen this view too, but it only shows me the itemizations for the 1 specific expense that I click on. Previously, I was able to click on an arrow and see itemizations for all expenses within the report, which can be extremely helpful when reviewing for accuracy, especially for team members that itemize most of their expenses. The only similar view I can find for this now is when I process reports as a Processor, but that doesn't help the person initially submitting the report. Clicking the top arrow, would open up all itemizations.