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In Concur Expense (Professional configuration), is there a way for the Admin to remove the Expense Assistant "By Trip" option? For the end user this is located in Profile Settings > Expense Settings > Expense Preferences > Sign me up for...
We would like users to have the choice of using Expense Assistant either "By Month" or "None".
The only option we are aware of is all or nothing, Expense Assistant On/Off. Found in the Professional Edition by navigating to: Administration>Expense>Site Settings. Checked "Allow users to Opt into Expense Assistant" = All Expense Assistant Options On. Unchecked, removes Expense Assistant option altogether.
Also, if we Turn Off Expense Assistant, what happens to the Users who have Expense Assistant turned ON and have current expenses added into reports by Month or By Trip? Does the system remove those expenses or does it just not add any new expenses moving forward?
Thanks in advance for your assistance!
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@Dmacia1 to answer your first question, the list of Expense Assistant options is not editable.
For your second question, turning off the Expense Assistant option in Site Settings will not affect expenses that have been placed on an already created expense report. However I don't believe it will add any new expenses to a report if they come in after the option was turned off. So, if Expense Assistant created a report today, my admin turns off the setting site-wide tomorrow, I shouldn't have any expenses that come in after the admin turned it off added to my report automatically.
It will turn off Expense Assistant for anyone who has opted in.