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CSTMarcine
Occasional Member - Level 1

Auto populate business purpose

I have advance settings.  Most of the expenses are  shown as "optional" to put in business purpose as we use the system, if it wasn't company travel you would not use the credit card.  

 

An employee sent me a screen video shot where the business purpose auto populates whatever was just used for the previous expense.  This example was for a hotel charge, and shows auto populate as business purpose as Gas for Rental Car because that was the item right before the hotel.  Then he has to manually override.  

 

Need help with a configuration and stop the auto populate.  Looking forward to your suggestions.  

5 REPLIES 5
LidyaUmbul
Occasional Member - Level 1

It affects me too! Two staff member had recently lodged a complaint about the same issue. Can anyone let me know if there is any solution to this? Thanks 

KevinD
Community Manager
Community Manager

@CSTMarcine and @LidyaUmbul this would be handled in the Forms and Fields area of SAP Concur Expense Administration. Likely you will not have access to this area, so I suggest submitting a ticket to SAP Concur Support. 

 

We only give access to Forms and Fields to customers who have completed the Advanced Configuration training. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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LidyaUmbul
Occasional Member - Level 1

Hi @KevinD how do i submit a ticket ? Which email address can i send them to? Thanks 

KevinD
Community Manager
Community Manager

@LidyaUmbul when you sign in to SAP Concur, go to Help in the upper right corner. From that drop down there might be a Contact Support option. If you do not see it, then that means your company's Authorized Support Contact will need to submit this ticket on your behalf. 

 

Let me know if the Contact Support option is there for you or not.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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larasmith
Occasional Member - Level 1

Go to the help dropdown menu on top of your Concur home screen and select Contact Support > Support > Create a Case

Use these steps for any changes you need to have made to Concur that you can't do yourself.