I'm a new Concur admin.
Is it possible to hide an approved itinerary for expense reports that have already been submitted for payment?
We want to avoid the possibility for users to assign a travel itinerary that has already been used in another expense report with "sent for payment" status.
Thank you for your help,
@anstilli Travel Itinerary items can be deleted out of the system if you have your site configured to allow travel segments to be deleted without adding them to a report. I just checked your site settings and you do not have this feature enabled, so you are not going to be able to delete the itinerary items.
However, if you provide me a name of one of the employees this relates to, I'd like to take a look to make sure we are talking about the same thing.
Please send me a private message with the name of the employee and I'll go in and take a look.
Thank you for your support and answer.
We must not delete the itineraries. We have discovered that a user can link the same itinerary to different Expense Reports with possible risk to overpay a travel allowance. We have to prevent this situation
I think Kevin did not answer your question. He is talking about travel segments that become available expense; you are talking about travel itineraries that are linked to travel allowance. And I don't think it is possible to assign the same itinerary to another travel allowance once it has been expensed. Your concern is non-existed. No need to hide an used itinerary, it is simply become locked and unusable once it has been expensed.
thank you for your answer. It is true that the itinerary become locked once it has been expensed, but it can still linked to an other expense. This is what happens on our system.