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heatherdebar
Occasional Member - Level 1

Configure Company Notes on Home Page

Is it possible for me to change the "Company Notes" on our home page? 

 

7 REPLIES 7
KevinD
Community Manager
Community Manager

@heatherdebar you should be able to. If you sign in, click Home in the upper left. In the Home menu under the Administration side of the menu, select Expense. This will bring up the Expense Admin screen and options. Look for the Company Information option. Here is where you can update/add Company Notes.


Thank you,
Kevin
SAP Concur Community Manager
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heatherdebar
Occasional Member - Level 1

I do not seem to have this option. Is this where it should be?

heatherdebar_1-1731355879260.png

I am a Travel and Expense Administrator so I think I should have access. Thanks!

 

PoojaKumatkar
Frequent Member - Level 1

Hi @heatherdebar ,

 

By looking at your screenshot, it seems you are on Standard Edition. With reference to below article and user guide given, company notes cannot be added/edited in Standard Expense.

PoojaKumatkar_0-1731391848439.png

 

PoojaKumatkar_1-1731391938231.png

 

 

If this answers your query, then please mark solution as accepted.

 

Thanks!
Regards,
Pooja
cjmarimo
Super User
Super User

Hello @heatherdebar 

 

There are two types of company notes:

  • Expense
  • Travel

And this has been discussed in the topic:

https://community.concur.com/t5/Admin-Group-Forums/Updating-Company-Notes/m-p/86486#M11927

 

BR,

cj

nalhemyariirex
Occasional Member - Level 1

@cjmarimo i'm getting access denied, can you help providing instructions for travel company note customization?

nalhemyariirex
Occasional Member - Level 1

Thanks @cjmarimo ,  all good here.