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thomasniel
New Member - Level 1

Easily Determine If I've Already Expensed An Item

I am seeking a way to easily determine if I've already expensed an item.  I seek a means to quickly identify a previously expensed item by it's amount and/or by the vendor, and/or by catagory.  Alternatively, if there were a way to export all individual transactions, say for the past year, into a spreadsheet, I could conduct my searches there.

 

Thank you for your thoughts and ideas.

 

 

1 Solution
Solution
KevinD
Community Manager
Community Manager

SAP Concur has a default setting to look for duplicate transactions on the same expense report and across reports. So, if you have added the same expense to two different reports, you should see a yellow exception for that expense saying it might be a duplicate expense. That is the only way I know of. 

 

There is not an export option to download all previous transactions/expenses to a spreadsheet to do a search. 

 

Kevin


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

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1 REPLY 1
Solution
KevinD
Community Manager
Community Manager

SAP Concur has a default setting to look for duplicate transactions on the same expense report and across reports. So, if you have added the same expense to two different reports, you should see a yellow exception for that expense saying it might be a duplicate expense. That is the only way I know of. 

 

There is not an export option to download all previous transactions/expenses to a spreadsheet to do a search. 

 

Kevin


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.