iOs Filter Issue

joshjames123

Related to expense reimbursement reports for all our users, for iOS users who have the Expense Assistant tool turned on, the filter is fixed / defaulted on the "Timeline" selection. The issue is that this change to the system back in March 2025 forced all users to have this as a default. The system does allow users to change the default, but requires a manual adjustment in every report at every log in.

Is there any fix to have the 'Sort by' filter to retain any of the other filters (i.e. Date or Amount)?

KevinD

@joshjames123 I posted your question to our Mobile team. I'll let you know if I hear anything back from them.

Thank you,
Kevin
SAP Concur Community Manager
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KevinD

@joshjames123 this change occurred in October 2024. With Expense Assistant on, Timeline will be the default view. The only option would be for users to turn off the Expense Assistant feature.

If the user manually adjusts the "Sort by" to date in a report, the system will remember that sort next time the user opens that same report. I don't believe it will remember the sort by for future reports though.

Thank you,
Kevin
SAP Concur Community Manager
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joshjames123

That is my understanding. We signed up for Concur to improve our employee / user experience, partly with Expense Assistant, so to now have the only default as timeline does not work for our organization. We are a local church/school which has limited travel / 'trips' as part of the business so need another default option rather than forcing our employees / users to make a manual change in the system - from our perspective that does not make sense!