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binxx006
Occasional Member - Level 1

Automate Naming Convention for Report Name

Hello,

 

Does anyone know if it is possible to automate the creation of Expense Report Name? For example, when a new report is created, the report name will be auto-populated with the combination of my First Name+Last Name+Today's Date?  The reason why I ask is that we moved to Concur Expense from Expensify, Expensify is able to auto-populate the name, which does save extra few seconds and better unification.

 

Best regards,

Bin 

1 Solution
Solution
KevinD
Community Manager
Community Manager

@binxx006 the only auto-naming we have is if you enable your employees to turn on Expense Assistant and then individually the employees opt into the Expense Assistant feature. This auto-names the reports with Month Name Expenses (date). It would look like this for September: September Expenses(09/01/2021). Other than that, employees would have to fill out the name manually. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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2 REPLIES 2
Solution
KevinD
Community Manager
Community Manager

@binxx006 the only auto-naming we have is if you enable your employees to turn on Expense Assistant and then individually the employees opt into the Expense Assistant feature. This auto-names the reports with Month Name Expenses (date). It would look like this for September: September Expenses(09/01/2021). Other than that, employees would have to fill out the name manually. 


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.

View solution in original post

binxx006
Occasional Member - Level 1

Thank you very much Kevin!