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Create Report from Request with Expected Expenses Setting for All Request Policies

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Product news for Concur administrators

CONCUR REQUEST

June 2021 release

 

The Create Report from Request with Expected Expenses setting is now available on the New Request Policy and Modify Request Policy pages (Administration > Request > Request Policies) for all Concur Request policies.

 

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This setting applies to all expense reports created from a request, regardless of whether the expense report was created automatically or manually by clicking the Create Expense Report button on the request header.

 

The Create Report from Request with Expected Expenses setting determines what data is copied from a request to an expense report. You can choose to copy all expected expenses from a request, or you can choose to only copy travel allowance and mileage information from the request to the expense report.

 

If you choose to copy expected expenses, when expense reports are created from a request, the system will create expense entries based on the expected expenses in the request.

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