Default Expense Type - International Transaction Fee

[Kaluckb]

Our team members routinely have international transaction fees charged when using their corporate card on a foreign trip.  These charges obviously have no receipt and import directly in to Concur under the Vendor Name "International Transaction" regardless of the origin of the charge/service purchased.  This then defaults to expense type "Booking Fee" for all of our employees, which is incorrect. Is there a way to direct vendor "International Transaction" to  default to expense type "International Gain/Loss" for the entire company?  If yes - can that default be locked so that users cannot change it?

Appreciate any help!

[KevinD]

@Kaluckb The Expense Type field cannot be locked. If the vendor for these always comes in as International Transaction, you could try to create an audit rule that says: If Vendor Name Equals International Transaction AND Entry Expense Type Not Equal to International Gain/Loss. Set the rule to a 99 level exception and this will cause a hard stop and not be allowed. 

You would need to test this with a test user first. Also, very important, when creating the audit rule, you will see a Vendor and Vendor Name option. Do not choose Vendor, you will need to use Vendor Name. 

Give it a try and let me know if it works for you.

[Kaluckb]

@KevinD   If I understand correctly, the first step would be to change the Vendor Name to default to a specific Expense Type, yes?  How do I do that?

[KevinD]

@Kaluckb actually no. I believe @MelanieT provided a little more explanation. 

[MelanieT]

@Kaluckb The audit rule would be to make sure that if the Vendor Name is International Transaction, and if the Expense Type is not International Gain/Loss, then it will hard stop the user from submitting the report.  Once they change the expense type to International Gain/Loss, then that would clear the exception.  Let us know if you have more questions!

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