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susilaselvaraju
Occasional Member - Level 1

How to skip bank details update

is it possible to skip bank account details capture for Mexico profiles? The reimbursement is done through cheque, but we need to capture the expense report in concur for approval. How to set the profiles accordingly?

1 Solution
Solution
KevinD
Community Manager
Community Manager

@susilaselvaraju bank account requirement is set by Groups, not by individual profiles. So, if all the Mexico employees are put into the same group, you can exclude that group from the bank account requirement.

 

You will need full site access to change groups. If you do not, you will need to submit a help ticket to Concur Support to make the changes.


Thank you,
Kevin
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

@susilaselvaraju bank account requirement is set by Groups, not by individual profiles. So, if all the Mexico employees are put into the same group, you can exclude that group from the bank account requirement.

 

You will need full site access to change groups. If you do not, you will need to submit a help ticket to Concur Support to make the changes.


Thank you,
Kevin
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.