Expense Field Popup

[btinkle]

Is there a way to have field requirements pop up when expense reports are completed.  For example: "complete addresses required" when the To/From fields for mileage are completed.

[btinkle · Accepted solution]

I believe the tool tip is what I need, how do I do that? 

[KevinD]

@btinkle there isn't a pop-up option, unfortunately. Also, I don't think you can configure the From and To fields to recognize a complete address. You can add a tool tip to a field that if the user mouses over can remind them to enter the entire address. Also, if addresses are an issue, you can require users to use the Mileage Calculator for mileage. Here they need to enter in full addresses so the system can calculate the route. The addresses then populate into the From and To fields on the report. 

[btinkle · Accepted solution]

I believe the tool tip is what I need, how do I do that? 

[leedau · Accepted solution]

@btinkle  Thanks for the follow up post in the SAP Concur Community. Here are the instructions for adding a tool tip. 

For those with the Expense Configuration Administrator permission:

1. Access Administration > Expense > Forms and Fields
2. On the Form Type drop-down menu, select Expense Entry
3. Under the Form Fields tab, select the desired Form to expand and show all available Fields
4. Select your desired Field and select Modify Form Fields (or double-click)
5. Enter your desired text under the Tool Tip field
6. Select Save

A user would have to hover to over to see the tool tip. SAP Concur also offers a customizable version of User Assistance by WalkMe, that can be added to your contract. This allows you to add customized guidance and messages within SAP Concur. If interested in this, feel free to reach out to your Customer Success Partner.

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

[btinkle]

@leedau Thank you so much!