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viveshar
Occasional Member - Level 1

Role to edit expense categories

Hi,

 

Ia m looking for a role using which I can perform the below activities in the Concur test instance.

  • Rename expense categories
  • Update the fields in existing expense categories.

I am looking for the roles that can do the above activities without having to attend the Advance Configuration Training.

 

Regards

Vivek 

1 REPLY 1
Jacki_K
Occasional Member - Level 3

Sounds like we may be doing the same thing.  We've submitted a ticket via Service Admin.  We were advised to start with small changes and submit a case per requested change.  We're just completing our first case.  Simple change really.  

But...same thing.  We're auditing the Parent Expenses....and categories for each so they align with a bit more clarity.  

We've broken this whole process down and expect to have maybe 15 cases with Service Admin.