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CynthiaZ
Occasional Member - Level 2

Auto-populate Business Purpose on expense line items

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!

1 Solution
Solution
KevinD
Community Manager
Community Manager

@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.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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6 REPLIES 6
Solution
KevinD
Community Manager
Community Manager

@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.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
joshhorton
Occasional Member - Level 3

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
Community Manager
Community Manager

@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.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
RalT
New Member - Level 1

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

KevinD
Community Manager
Community Manager

@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. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
RalT
New Member - Level 1

thanks!