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TTFUSA
Occasional Member - Level 1

Does Concur default expense categories?

Does Concur automatically attach receipts to credit card statement transaction?

Can Concur be configured to remember and default to the classifications assigned to recurring monthly expenses?

3 REPLIES 3
KevinD
Community Manager
Community Manager

@TTFUSA by default SAP Concur maps Air, Car and Hotel vendors to the matching expense type. However, if you have changed the names of these expense types or created new expense types for Air, Car and Hotel, it will not assign an expense type to these vendors. 

 

You can also use the Merchant Code Mapping option to configure certain vendor types to be assigned certain expense types.

 

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

Hi @KevinD , 

Any Amazon purchases are being mapped to Telephone/Telex/Fax and most of our employees neglect to correct it before they submit. I'm not sure how/if there is a way to change an individual vendor's Expense Type default. In this situation, I'd likely default anything Amazon to Supplies if possible. 
Please let me know!

 

Thanks,

Riley

KevinD
Community Manager
Community Manager

@rileyash Hello there. Amazon is tough because you can purchase so many things from them. So, for several employees their Amazon purchases get mapped to Telephone? That seems odd. I did look at your site and the Telephone/Telefax/Fax expense type is mapped. So, one of those merchant codes must fall under Amazon. 

 

The easiest solution I can think of is to just unmap all those codes. There are only 32 and you can select them all and unmap at once. This would bring Amazon purchases in as Undefined. However, the system will remember the expense type a user selects and apply that expense type to further Amazon transactions. 

 

You could test building the audit rule seen below. This could flag anything from Amazon as the vendor that isn't set to Supplies as the expense type. The "Not in" operator allows you to add other expense types to the list in case you want users selecting from a few different options. 

 

Let me know if this makes sense. I would probably skip the unmapping and just try the audit rule. You have to be careful because to test the rule, you would need to know a user who has an Amazon transaction in their Available Expenses currently and have them help you test. The rule would be live during that time, so the Alert might show up for others. 

 

If you have any questions, let me know.

KevinD_0-1716400408280.png

 

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.