Hotel Expense Itemization Exception

[willtardy]

The expense in question is a one-night stay at a hotel with two taxes (occupancy and city). When I itemize the expense, the room's portion of the expense gets flagged with an exception alert. I have itemized as both a single itemization and as a recurring expense and get the same exception alert. As far as I can tell the amount is well within the company's and client's cost thresholds. 

[KevinD]

@willtardy could you post a screenshot please of the entire alert and message? Be sure to blur out any personal information.

Also, the system has two types of alerts: The first one is an orange triangle. These are warnings/reminders and do not prevent report submission. The second is a red circle with a white x. These must be corrected and do prevent the report from being submitted. So, if the alert you are seeing is the orange triangle, you will still be able to submit your report.

[willtardy]

The error icon was the red wheel. Since I made the post, I solved the error. The issue was that I needed to complete a travel allowance itinerary for the hotel stay. Completing the itinerary was very simple, but I had no way of knowing how to navigate to that element of the expense report. I just got lucky after clicking on every available link/tool. A more descriptive error message would have saved me hours of trial and error. 

[PoojaKumatkar]

Hi @willtardy ,

Your company must be using a travel allowance feature for the hotel expenses. In such cases, the sequence of creating expense entries should be as follows:

1. Complete report header information and save. 

2. Create a travel allowance itinerary for the travel dates. 

Two options to access this page are:

i. After saving the report header for the 1st time it will take you to the travel allowance page. Here you can create an itinerary and then go to the next step that is expense entries creation.

ii. In case if you missed step i then in the expense entries creation page you will get 'travel allowance' hyperlink which will take you to the same page (i). Add an itinerary and save.

3. Create hotel expense entry , itemize it and on itemization page select 'travel allowance' checkbox so that your hotel expense entries will get linked to your travel allowance itinerary. 

Note that, your hotel dates should be within your travel allowance itinerary dates. 

This sequence you should follow. 

Regarding exception message, you can reach out to your Concur admin and suggest to update an exception message indicating about the travel allowance option so that it will be helpful for the users. 

Regards

Pooja