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Auto-Create Report Setting for All Request Policies

Jody
SAP Concur Employee
SAP Concur Employee
0 0 58

Product news for Concur administrators

CONCUR REQUEST

June 2021 release

 

The Auto-Create Report setting is now available on the New Request Policy and Modify Request Policy pages (Administration > Request > Request Policies) for all Concur Request policies. *

 

* These changes are part of the next generation user interface (UI) experience.* These changes are part of the next generation user interface (UI) experience.

 

 

When the Auto-Create Report setting is enabled, expense reports are automatically created from requests on a request's start date if the request has been approved, and there are no other expense reports associated with the request.

 

NOTE: When the Auto-Create Report setting is enabled, users can still manually create expense reports from requests.

 

The following options are available for the Auto-Create Report setting:

 

  • On Request Start Date – Enables the Auto-Create Report setting.
  • None – None is selected by default.
    When None is selected, the Auto-Create Report setting is disabled.

When expense reports are created automatically from requests, the expense reports are created with the same information as expense reports manually created from requests.

 

When an expense report is created from a request, the request header information is copied to the expense report, and the Create Report from Request with Expected Expenses setting in Request Policies determines whether the expected expenses, travel allowance itineraries, and mileage information for the request are copied to the expense report.