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Nancy1968
Occasional Member - Level 1

Cutoff dates for reports when using Expense It

Our American Express billing cycle begins on the 26th of each month and runs to the 25th of the following month.  When our employees use Expense It, Concur automatically creates a report by month and therefore, two reports get generated.  Is there any way that the date can be manually changed so that the correct dates are captured and only one report is generated?  

2 REPLIES 2
MSteele
Routine Member - Level 2

We have the same problem with our credit card cycle.  However, I think you are talking about Expense Assistant.  ExpenseIt is on the app and allows users to take pictures of their receipts and adds them to their Available Expenses.  Expense Assistant is what automatically moves purchases into a report based on the month.  We've turned off the Expense Assistant so our users don't have the option to use it.  It was causing too much confusion and extra work to get the expenses into one report that covered 2 different months.

KevinD
Community Manager
Community Manager

@Nancy1968 @MSteele is correct in stating that this is Expense Assistant and not ExpenseIt. Unfortunately, you cannot customize Expense Assistant to match your statement periods.

 

I think @MSteele 's suggestion is your best option.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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