Configure Company Notes on Home Page

[heatherdebar]

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

[KevinD]

@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.

[heatherdebar]

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

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

[PoojaKumatkar]

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.

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

[cjmarimo]

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]

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

[cjmarimo]

@nalhemyariirex 

In this link you can find the roles you need to have access

https://help.sap.com/doc/a59c2f72d5ca4d0d8989cba58be79cc5/2022_12/en-US/Permissions.pdf

[nalhemyariirex]

Thanks @cjmarimo ,  all good here.