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Who Me Too'd this topic

Who Me Too'd this topic

cmakai
Routine Member - Level 3

Where does Attendee detail come from? (SYS) Is there a way that Title can be pre-filled?

For Meals with Attendees Expense Type:

 

We've set our Attendee Type Code to "SYSEMP", which allows a search of all of our Concur company employee/users.  

 

The person can search by many options, and four of the six result fields will be pre-filled as it brings back the information for your attendee.

cmakai_0-1727209968067.png

 

What's missing is the Title, which is important to us, as policy dictates the highest level should be paying for the meal. 

 

I've gone back through documentation on the forms, but they all point to the Title in a Search option, as opposed to the option to include Title to be pre-filled.  I'm not sure if the SYSEMP is linked in the back end to our Employee Import File (350 record), but we do include the  Job Title which pulls into our system and reporting. 

 

Is there a way to pull this into the Attendee SYSEMP data so our users do not have to repeatedly type in the Title? Many times they are not exactly sure of the title.  It seems because there is a search option by Title there should be away to allow it.

cmakai_1-1727209678259.png

 

Who Me Too'd this topic