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VZ
Occasional Member - Level 2

Removing or Inactivating Expense types

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.

VZ_0-1692132434533.png

 

2 REPLIES 2
rohanpatil
Super User
Super User

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


Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.


Best regards,
Rohan
Fellow Concur Site Administrator
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KevinD
Community Manager
Community Manager

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

 

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

 

KevinD_1-1692219777343.png

 

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

 

KevinD_2-1692219825582.png

 

 

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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