Receipt Status rolls back to Tax Receipt when copying

[SKSK]

Why doesn't copying an expense copy the selection of Receipt Status?

Every time I copy an expense whose Receipt Status is No Receipt, it is changed to Tax Receipt in a duplicated expense.

[PoojaKumatkar]

Hi @SKSK ,

This must be happening because in your Concur site, at backend under tax administration, default receipt status has been set up as 'Tax Receipt'. System will only take No Receipt/Receipt option if it is configured as default option under tax administration. Hence, there is no issue. System behavior is correct as per configuration done at backend. 

Attaching below screenshot for your easy understanding.

If this answers your query, then please mark solution as accepted.

[SKSK]

Hi Pooja,

Thank you for your reply.

I can't reach the window you are showing.

Only the person with proper rights can access it and change the setting?

Regards,

SKSK

[PoojaKumatkar · Accepted solution]

Hi @SKSK ,

Yes, it is a backend configuration done for your Concur site and it will be applicable for all employees. To access this configuration item, person must have Expense Configuration Administrator (unrestricted) role.  

I would suggest reaching out to your company Concur Administrator and check whether they have setup 'tax receipt' as default receipt type in tax administration. You can check with them whether they can setup 'Receipt/No Receipt' as default option, however, it will be completely your company's decision what receipt type can be setup as default based on company policy. 

If this answers your query, then please mark solution as accepted.