Enhancement Request - Expense Type at Invoice Detail Level

[acunderwood82]

Asked this question via Case submission - Is it possible to add Expense Type at the Invoice Details level? We have it at the Itemization Summary level, but we have several users that have requested it be at the Invoice Detail level. 

Received response - By design expense type is in the Invoice Line Item Detail. In the Invoice Header where you see the Invoice Name and Invoice Number, we cannot add the expense type. 

Not quite sure why the Expense Type cannot be added to the Invoice Detail level similar to other fields such as PO Number/Project Number.

[PoojaKumatkar]

Hi @acunderwood82 ,

As confirmed by Concur support, it is not feasible to add expense type field on invoice details section. It is by design available under Invoice line item form. 

Please note that Invoice details is mainly used to capture common invoice details such as PO number, invoice number, invoice date, total amount, shipping and tax amount etc.  whereas invoice line item is used to capture line-item details where details may vary per expense type.

Also, as you are aware, in line item form, expense type is a system standard field which is by default tied up with their respective GL codes in the backend. Logically, you cannot select multiple expense types on header and tied up with GL codes as there is no standard field available on invoice header and by design you cannot link it with GL codes.

Hence, technically it is not feasible as Concur invoice module doesn't support this.

[KevinD]

@acunderwood82 Expense Types also require different fields than the Invoice header, so a different form would be needed to capture the necessary Expense Type details.