Auto-populate Business Purpose on expense line items

[CynthiaZ]

Hi, it is possible to have the Business Purpose from the claim report header auto-populate the Business Purpose on individual expense items, including expenses captured via expense it into an existing claim report?  

Thanks!

[KevinD · Accepted solution]

@CynthiaZ you can have the Business Purpose field copy down, but this must be configured by your company's system administrator. However, your system admin can only do this if they have completed our Advanced Configuration training. If they haven't, then your site admin needs to submit a ticket to SAP Concur Support to have them configure the copy down option.

[joshhorton]

Hi Kevin

1. How does the business purpose copy down work?
2. Can you select multiple expenses and copy the business purpose to each? Say you want to put concur conference on 3 of your travel meals at one time?
3. Can this work for both credit card and out of pocket charges?

[KevinD]

@joshhorton The Business Purpose copy down, if configured this way, would copy down to all entries from what you entered on the Report Header. However, the system must be configured this way. If it isn't, then the answer to your questions 2 and 3 is yes. You can select multiple items, both card transaction and out of pocket, then use the Edit button to add the same Business Purpose to multiple expenses at once.

[RalT]

how does an admin gain access to the advanced configuration training??

[KevinD]

@RalT send an email to: training@concur.com. Mention you are interested in Advanced Configuration training. Someone from the training team will get back to you with the information. 

[RalT]

thanks!

[CaseyWaller]

I noticed this thread is a couple of years old, but I thought I'd chime in anyway, as your question about auto-populating the Business Purpose on expense line items is a great one and still relevant.
The feasibility really depends on the software you're using. Advanced systems often allow this level of customization, streamlining the expense reporting process. If this feature wasn't available back when you posted, there's a good chance that newer versions might offer this capability.
While we're on the subject of financial management, have you ever looked into Company Voluntary Arrangements? It's a financial arrangement that helps companies in debt to come to terms with their creditors. It could be a useful concept to explore if you're diving into the nitty-gritty of business finances.