How to DISABLE Expense Assistant

[SherriG]

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.

[KevinD · Accepted solution]

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