Potential Control Gap – Duplicate Per Diem Claims Following TAS Assisted Upgrade

[TonyPleitez]

Hello,

We recently identified a potential control gap after migrating from a legacy per diem configuration to the newer TAS Assisted Upgrade model.

Under the previous configuration, once an itinerary was submitted for a specific travel period, the associated dates were no longer available for selection when creating a new itinerary. This control helped prevent duplicate per diem claims for the same travel dates.

Following the upgrade, it appears that users may still be able to create and submit additional itineraries for travel periods that have already been claimed. As a result, there is a risk that duplicate per diem reimbursements could be submitted and approved for the same date range.

Questions for the Community

Has anyone else experienced this behavior after moving to the TAS Assisted Upgrade configuration?

If so, are there any available configurations, audit rules, or recommended controls that can:

• Prevent users from creating duplicate or overlapping itineraries.
• Identify and block duplicate per diem claims for the same travel dates.
• Replicate the date-locking functionality that existed in the legacy configuration.

We are interested in understanding both standard system capabilities and any best-practice approaches that organizations have implemented to mitigate this risk.

Thank you in advance for any guidance or recommendations.

[KevinD]

@TonyPleitez I reached out to my Travel Allowance experts and here is what I was told:

"The issue being raised by the client isn't possible in TAS - duplicate itineraries are not allowed, although you can create an itinerary for the same date provided the itinerary "times" do not overlap. What they may be referring to is where past itineraries previously created in legacy TA are now created in TAS, as that is indeed possible. To address this we included instructions in the transition guides about the activation of the Duplicate transaction audit rule."

I hope this helps. 

[TonyPleitez]

Hi Kevin, 

Can you provide the transition guide discussed above? Thank you!

[KevinD]

@TonyPleitez check the blog post below. There are some resources referenced. See if the guide is there. 

https://community.concur.com/t5/What-s-New-in-Product/Travel-Allowance-Upgrade-for-Concur-Expense/ba.... 

[TonyPleitez]

I was unable to find the transition guide described on the link provided. 

I would need the instructions regarding the activation of the Duplicate transaction audit rule.

Thank you!