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New Member - Level 1

Can I set Payment Type default to Company Paid not Cash?

Can I set Payment Type default to Company Paid not Cash?

12 Replies
SAP Concur Employee
SAP Concur Employee

Re: Can I set Payment Type default to Company Paid not Cash?

@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. :-)


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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New Member - Level 1

Re: Can I set Payment Type default to Company Paid not Cash?

we are on the professional version

Occasional Member - Level 1

Re: Can I set Payment Type default to Company Paid not Cash?

Kevin, I have the same question.  Appear to be on Standard version.

SAP Concur Employee
SAP Concur Employee

Re: Can I set Payment Type default to Company Paid not Cash?

@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? 

 

 


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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Occasional Member - Level 1

Re: Can I set Payment Type default to Company Paid not Cash?

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.) 

SAP Concur Employee
SAP Concur Employee

Re: Can I set Payment Type default to Company Paid not Cash?

@barbgasafehaven and @Jcomeau sorry for the late response. See my screenshot below on how to do this. Keep in mind a couple of things:

  1. You might not have permission to update Group Configurations. It all depends on your administrative access.
  2. Setting the default payment type can cause issues for users where they forget to change the payment type from Company Paid to what it needs to be. This will only affect Out of Pocket expenses. Corp card charges will default to the Corp Card payment type.
  3. The second screenshot allows for mapping a payment type (Company Paid) to travel segments. This will only work if you are using Concur Travel and works best if you have a Ghost or BTA Card. 

Company Paid.png

 

Travel_Segments_Payment_Type.png

 


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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SAP Concur Employee
SAP Concur Employee

Re: Can I set Payment Type default to Company Paid not Cash?

@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. :-)


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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Occasional Member - Level 1

Re: Can I set Payment Type default to Company Paid not Cash?

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?

SAP Concur Employee
SAP Concur Employee

Re: Can I set Payment Type default to Company Paid not Cash?

@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. :-)


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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