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rebecca-tamucc
Occasional Member - Level 1

Request information doesn't export into a request

Following the Concur updates, when I create a new travel expense report from an existing travel request, the account information doesn't carry over and I have to re-enter it.  The previous version, it all imported.  Is there a fix for this?

2 REPLIES 2
KevinD
Community Manager
Community Manager

@rebecca-tamucc when you say the "account information doesn't carry over" what do you mean exactly?


Thank you,
Kevin
SAP Concur Community Manager
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rebecca-tamucc
Occasional Member - Level 1

When I create a request, my university requires that I enter the account information.  This would be the fields of System Member, Department/SubDepartment, Account, Account Attribute.  Previously, when I would create an expense from an approved request, this information carried over, along with the other details.  I could change it if I needed to, but I didn't have to re-enter it.  Now, the other details carry over (Trip Name, Trip Start Date, GSA Meal rate, etc.) but these fields of System Member, Department/subdepartment, Account, Account Attributes do not and I have to enter them again.