T&E Report Automation

[amynajjar]

We currently utilize a bot to create reports and pull in transactions on a daily basis.  The on-going maintenance isn't great, especially related to UI updates. We found an API that can be used for report creation but not to pull expense transactions to a report. Wondering if anyone else is using other automation techniques in this area?

[KevinD]

@amynajjar the Expense Assistant feature will create reports automatically and pull in imported company card transaction and ExpenseIt items to that report. If the card charge and ExpenseIt item have a transaction date that falls in the month of the auto-created report, Expense Assistant pulls it in. 

Have you considered this feature? It is built into Concur Expense. Just needs to be activated for the site then opted into by each user.

[amynajjar]

Kevin,

I am not familiar with this feature. Could we set up a demo call perhaps?  My email is amy.najjar@kkr.com. I have also sent a note to my sales manager (Shannon Hogsteen) to see if this is something that she can help schedule.