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SimonWray
Occasional Member - Level 1

Concur Expense Prof Ed Add & Remove Expense Report Fields?

As a general system administrator, how can we add & remove fields within an Expense Report? This is for Concur Expense Professional Edition.


e.g. we'd like to hide field

LN_KEY, City of Purchase


Can we change the rules for these fields? e.g. their mandatory status.

3 REPLIES 3
KevinD
Community Manager
Community Manager

@SimonWray many of the fields can be modified. However, there is a huge caveat. To modify, what we call Forms and Fields, you need to have a certain permission. We refer to this as having Unrestricted Access. This only comes if you have completed our Advanced Configuration training. 

 

Has anyone at your company taken this training?


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

Thanks for the quick response @KevinD . No, I'm fairly sure we've not undertaken that training. How can we go about requesting that training? 

KevinD
Community Manager
Community Manager

@SimonWray send an email to: training@concur.com and ask about Advanced Configuration training. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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