@barbarab you are able to reassign the expense categories of Expense Types. Under Expense Admin>Expense Types, go to the Expense Categories tab. Here you can assign expense types to other categories. I've provided a screenshot as well. Let me know if this is what you are looking for.
I coudnt see Expense Catergory Tab in the login. Do we enable this tab in site settings? If can ping you theEntiry ID to you seperately.
@Venkat please send me the Entity ID. You can private message me if you want.
We resorted and reassigned the expense categories a few years ago. We removed some, retained some and made the expense type user friendly like
I would suggest that you proceed with caution:
Concur did the change for us - but wanted to lock out everyone whilst they updated - this was not possible for us.
Things to consider - Expense claims in flight - how will you handle them. Once you remove / change an expense type those wating approval are also
Audit rules that reference an old expense type - they do not get updated automatically eg changing an expense type called
"taxi' to taxi/uber did not update the audit rule - causing further confusion
Future reporting requirements - how will the old changes fit in? eg if you have an expense type taxi - how will you add that to the new
expense type taxi/uber. What sort of records does your company require you to retain and for how long?
If you pay Concur to Audit for you - make sure you have updated any relevant Audit rules
Policies - policies are linked to expense types - you will need to make sure that you have added any new expense to the correct form and
any unwanted expense - removed from the policy and marked inactive
It is so much more than changing an expense type list. Overall - the users are happy with the change