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Occasional Member - Level 1

Concur Expense report is grouped per month

Does anyone know how to get the expense report to stop grouping all my expenses by month so i can sort them by category?  It automatically places all my expenses into 1 report for the month (be is made in September) (seperate for October)- when i want to group them accordingly i can't because they are automatically categorized in their own reports... how can i get my old version back?

1 Reply
SAP Concur Employee
SAP Concur Employee

Re: Concur Expense report is grouped per month

@melissasgrant so, you'll be happy to know this is an easy fix. 


Follow these steps:

1. Log into SAP Concur.

2. From the home screen, click the little drop down arrow next to the word Profile in the upper right-hand corner.

3. From the window that appears, click Profile Settings.

4. On the left-hand side of the screen, click on Expense Preferences.

5. From the Expense Preferences screen, you should see some text that reads "Sign me up for". There will be a field with a drop down arrow next to the words "Expense Assistant using this method". 

6. From this field, select None. 


This will turn off the feature that is auto-creating your expense reports.


Kevin Dorsey
SAP Concur Sr. Training Consultant

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