@Jcomeau yes you can do this. The process to do this depends on what type of Concur configuration you are on. We have a Standard and a Professional. Do you know which you are on?
If you aren't sure how to tell, from the SAP Concur home screen, mouse over Administration. If you see "Expense Settings" in the drop down, you are on Standard. If you see "Company" and "Expense" or "Expense Admin" you are on professional.
Let me know which version you are on, then I can assist you. :-)
@lorivy before I answer, are you trying to set certain expenses to default to Company Paid or just have Company Paid set as the default for everything?
Where the Payment Type dropdown defaults to Cash, we'd like for it to be the one credit card we have loaded. (So I guess the 2nd part of your question.)
@lorivy Does your company import corporate card transactions? If so, then this isn't necessary. Corporate card transactions will come in with the appropriate payment type and will override what you have set as the default. This setting is what you want the default payment type to be for expenses that users manually create.
Does this make sense? Also, when you set the default payment type to Company Paid, what happens if the user paid out of pocket and did not remember to change the Payment Type? They might not get their reimbursement. This happens a lot because since the Payment Type field will auto-populated, a lot of users will gloss over it.
Just putting in my two cents from 12 years of experience working here. :-)
We do not import transactions. And not terribly worried about the last question because we're a relatively small bunch - but definitely appreciate the expertise.
The screenshot you sent, is that applicable to us, a Standard user?
@lorivy The screenshots I posted do not apply to you. There is a different way to assign payment types to travel segments in Standard. However, it won't apply to you if you are not using Concur Travel.
So, do you have a lot of expenses that are company paid? I'm just curious as to why you want to use this payment type as the default. :-)