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Occasional Member - Level 1

Auto-populate Business Purpose on expense line items

Hi, it is possible to have the Business Purpose from the claim report header auto-populate the Business Purpose on individual expense items, including expenses captured via expense it into an existing claim report?  



Community Manager
Community Manager

@CynthiaZ you can have the Business Purpose field copy down, but this must be configured by your company's system administrator. However, your system admin can only do this if they have completed our Advanced Configuration training. If they haven't, then your site admin needs to submit a ticket to SAP Concur Support to have them configure the copy down option.

Thank you,
Kevin Dorsey
SAP Concur Community Manager
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