New Expense UI - Expense Assistant?

[Anonymous User]

In the new UI, how do you activate the Expense Assistant for an employee?

[ClayT · Accepted solution]

Greetings,

While Expense Assistant feature is available and working in the NextGen UI,  the "Try it" trial does not display to the user like in the current UI.

In NextGen UI, the Expense Assistant function may be enabled from the user’s profile in Expense Preferences.

More information on features not yet available here:  http://www.concurtraining.com/customers/tech_pubs/NextGenEXP/UpcomingEnhancements.pdf

[Anonymous User]

Thanks @ClayT!

[ClayT]

Of course! Let us know if that worked for you.

[Anonymous User]

It sure did; thank you!

[Airfern1953]

Great thanks so much

[smartg]

Not sure where the right place for this is. My feedback on the new UI is that the receipt preview is very poor quality compared to the old one. When you go to pick an expense and attach it you can't enlarge it. when you go back into an expense there seems to be one one you can enlarge and one you can't but even when I found an option to enlarge it the quality was very poor. 

[Airfern1953]

Curious as to feedback on Expense Assist pros cons? Can it be enabled by individual and then disabled if it doesn't suit user?

[KevinD]

@Airfern1953 individual users can opt in or out of this feature. They can opt out from the Manage Expenses screen. There is a link that allows them to stop the process of Expense Assistant. They can also opt in our out from Profile>Profile Settings>Expense Settings>Expense Preferences.