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SherriG
New Member - Level 1

How to DISABLE Expense Assistant

Can anybody PLEASE let me know how an individual user can opt out of Expense Assistant?? It is only useful for those that do not have company credit cards and are using their expense report for reimbursement purposes. For those of us matching expenses to receipts, it's EXTREMELY ANNOYING to have the "assistant" sticking expenses and/or receipts into an expense report before they are matched, or just when I generally don't WANT them in a report yet. It doesn't matter how many times you delete them out, it will stick them right back in there.

3 Replies
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SAP Concur Employee
SAP Concur Employee

Re: How to DISABLE Expense Assistant

To disable this feature do the following:

1. From the SAP Concur home page, click the Profile drop down arrow. 

2. Select Profile Settings

3. On the left hand side of the screen under Expense Settings, select Expense Preferences.

4. On the Expense Preferences screen, look for the option that says, "Sign me up for..."

5. It will say Expense Assistant using this method. Click the drop down arrow for this field and select None. 

6. Click Save.

 

That should do it for you. I've include a screenshot for you. 

 

P.S. Just as an FYI...this feature works for Corporate Credit Card transactions and ExpenseIt created items, so it won't really work for those who are entering out of pocket expenses. Reports are only created by Expense Assistant for items that come into SAP Concur, via corporate credit card feeds and ExpenseIt. I would not recommend Expense Assistant be turned on for users who do not have corporate cards. 

 

I hope this helps.

 

Kevin

 

Expense_assistant.jpg

DeanR
Routine Member - Level 1

Re: How to DISABLE Expense Assistant

Hi @KevinD 

 

While I agree that Expense Assistant is geared towards corporate cardholders, it doesn't work well in practice because the fixed calendar month cycle of EA doesn't align with the card provider's billing cycle, which spans months, and there is currently no way to change it.  Our users found that EA would be constantly creating two reports per billing cycle and they would have to manually move them between reports, which led to them choosing to disable EA as it wasn't saving them any time.

 

I also find it annoying that, if the user has disabled EA, there is a constant prompt for the user to enable it on their Expenses home page.

 

Cheers,

Dean

SAP Concur Employee
SAP Concur Employee

Re: How to DISABLE Expense Assistant

@DeanR you make a valid point about the billing cycle for corporate cards. I was just trying to inform the original poster that Expense Assistant doesn't work at all for out of pocket expenses. 

 

As for the prompt, this can be turned off. I don't have EA activated on my profile, but I no longer receive the prompt. Let me see if I can figure out how to turn it off. 

 

Kevin