Removing or Inactivating Expense types

VZ · ‎Aug 15, 2023

I am looking for a way to inactivate or remove expense types that we created but no longer use.

Or I would just like for them not to appear as expense type when employee is searching or using smart box for them to populate. this is just a few but a good example.

rohanpatil · ‎Aug 16, 2023

Hi @VZ ,

Employees select policy when creating expense report and the expense types are maintained as Active/ Inactive in the policy. If you do not want the employees to see a particular expense type then you need to deactivate them in the corresponding policy. Hope this helps.

Best regards,
Rohan

Best regards,
Rohan

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Best regards,
Rohan
Fellow Concur Site Administrator
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KevinD · ‎Aug 16, 2023

@VZ to provide a visual to what @rohanpatil said...

On the Policies screen, select the Policy, then click Expense Types.

Next, click the name of the expense type, then Deactivate.

Thank you,
Kevin Dorsey
SAP Concur Community Manager
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