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Heacock1
Occasional Member - Level 1

Company Paid Vs Cash

Is it possible to change all my expenses in my report from "Cash" to "Company Paid"  as a bulk change or do I have to do it individually?

And what is the procedure to default it to "Company Paid"

1 Solution
Solution
NTS
Super User
Super User

Hi @Heacock1 

Go to your expense report and:

  • select all expenses to be modified.
  • Select Edit.
  • In the new pop up, go to Payment Type, select "Company paid"
  • Select next
  • In the new pop up select save.

NTS_0-1726214024295.png

Hope it helps

View solution in original post

4 REPLIES 4
Solution
NTS
Super User
Super User

Hi @Heacock1 

Go to your expense report and:

  • select all expenses to be modified.
  • Select Edit.
  • In the new pop up, go to Payment Type, select "Company paid"
  • Select next
  • In the new pop up select save.

NTS_0-1726214024295.png

Hope it helps

Heacock1
Occasional Member - Level 1

Thank you, this worked on the report that was sent back to me, however it does not show the same option available on reports I am about to submit, is that because it has to be reviewed and sent back before that becomes available?

And the second part of my discussion was how does my administrator set "Company Paid" as a default please.

Hi @Heacock1 

you can always edit reports that are on your side (new reports, reports sent back to you...), if you have already sent one you can recall it and modify the payment type if the report has not been sent for posting/payment.

 

As far I know payment types can be set as default by group not by user, this configuration only applies for Concur Web and not mobile. If you want to check this with you admin:

  1. Go to Administration> Expense > Group Configurations
  2. Go to Expense tab
  3. Click Modify on the group that you want to have a default payment type under Payment Types 
  4. Tick the box to set the default payment type

For mobile ExpenseIt will only consider 2 main payment types:

  • Out Of Pocket
  • Pending Card Transaction
KevinD
Community Manager
Community Manager

@Heacock1 I was going to chime in here until I read what @NTS responded with. Spot on.


Thank you,
Kevin
SAP Concur Community Manager
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