Hello all, perhaps one of you can help me.
My company recently mapped their QB account to Concur. We would like to control which departments are associated with which expense types on an expense form.
For example, when an Employee fills out an expense report, lets say they choose "Entertainment-Client" as the expense type, in the "Department" field of the report is a drop-down menu where you can choose which department to charge this expense to.
Our comapny policy states that the only valid Department for the "Entertainment-Client" expense type should be Sales and Marketing. However, in expense forms generated by Concur all of our Departments are available to be selected from this drop-down. Is there a way to make it so that when an employee selects an expense type, the only available departments available are the ones we associate the expense types with?
A big problem we've encountered with this seems to be the fact that our employees are not bound to a specific department, therefore anybody can create an expense form for any expense. The solutions that have been suggested to us do not seem to take this into account.
Any advice or suggestions would be greatly appreciated.
Hello there. What you are asking can be done, but maybe not in the way that you were specifically asking where the Department drop-down options would dependent on the expense type. You could however, create an audit rule that says if a certain expense type is selected, then only a certain department can be used on that line item. If they try and select a different department for that expense type, the line item on the report will be flagged red and cannot be submitted until the correct department is selected. This way is much faster.
Now, one question to keep in mind is: Does this rule need to apply to all users? If so, then the audit rule just needs to be created and then applied Globally. If this only applies to certain users, then it becomes a little more complicated and then you have to distinguish this rule between which groups.
I hope this helps.
Yes, I would agree with Kevin. We have a connected list that works like you are mentioning but may not be exactly what you need. I think there are multiple options that could work.
Thank you so much for your response Kevin. Your's may be the best option we have to resolve this issue.
However, can you please walk me through the process for creating an audit rule? I'm not sure I know how to do that with the admin Expense settings... Or if Concur has some documentation on the procedure, that would be much appreciated.
Here are some resources for you:
These are from our toolkit. Hopefully this will give you a good idea of how to do it. Keep in mind these are generic resources and not geared toward a specific configuration. If after reviewing these resources you still need some help, send me a PM.
Yes , you can create a connected list which has Expense type as the first level and then Department as the second level. So when user selects an expense type , system will only show the relevant departments that are linked to it.