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Dmacia1
Occasional Member - Level 2

Remove Expense Assistant "By Trip" Option

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".  

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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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