Dissallow expense types for certain company code

[luciamal1004]

Hello Concur Community,

I would appreciate your help regarding expense types configuration.

Would it be possible to disallow  certain expense types for 1 company code? On client (company) level we have many expense types, however some of them relate to e.g. french company code, so they are not relevant for other countries.

Could you please advice how to set it up correctly, so that end user won't see all expense types available in the system? I was thinking to assign expense types to a particular group  policy and to assign users to that policy. 

I couldn't find anything useful on internet. Is there any guidance available?

Many thanka

Lucia

[KevinD]

@luciamal1004 limiting expense type visibility is done by Policy. So your solution is what you would need to do. Create a Group, assign all users to that group that you want to hide certain expense types from, then assign the Policy with the needed expense types to that group.