Capturing data similar to Reason Codes without rejecting transaction

[ethanash91]

We are new customers for Intelligence/Consultative Intelligence and are eager to get our compliance reporting fully reflecting there. Right now, we have some challenges where our corporate policy requires manual review of the nature of expenses and other "soft" language that isn't possible to fully capture in Audit Rules. We were informed by Support that Reason Codes are only possible when a transaction is rejected. Is there another way to flag a transaction with a reportable "reason" without actually rejecting the transaction?

[leedau]

@ethanash91 Thanks for posting in the SAP Concur Community. You could potentially add a custom field to the expense entry form or use the comments field. You can then consider the visibility and requirements for the field. 

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

[ethanash91]

@leedau I like this idea! Would it be possible to add the custom field and make it invisible to users prior to the Accounting Audit, effectively allowing an "audit tag" without rejection that's invisible to expense submitters and approvers, but reportable in Intelligence?

[KevinD · Accepted solution]

@ethanash91 I'm sure @leedau won't mind if I answer this. The answer is Yes. You can make a field Read-only, Hidden, Modify for Submitters, Approvers and even Processors.

In your case, you would make the field Hidden for Users and Approvers. You do need full site access to modify fields, so if you haven't completed our Advanced Configuration training, you would need to submit your request to Concur Support and have them do this for you.

[ethanash91]

@KevinD and @leedau  you both rock! I am going to put a ticket in to get this rolling ASAP. Thank you so much for the quick and creative responses - this is going to help our team and our organization immensely!

[KevinD]

@ethanash91 this was all @leedau I just rode on her coattails. 🙂 Glad we could help.