Custom Purpose in Concur Expense Report

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With the concur integration is there any way to enter a custom purpose instead of "business travel" when adding trips into an expense report?
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rn9243050

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Posted 1 year ago

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Amy

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Hi there. Setting a custom purpose isn't built into the integration. "Business travel" is the only option.
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rn9243050

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Amy, Thanks for your response! I'm one of about 1200 Nurse Practitioners working in a program called Housecalls. I do a lot of daily travel to meet my patients and automatic has been great for filing expense reports save this one hang up. if I can find a work around here (other than manually changing the purpose on each trip entry once in concur) I'm pretty sure at least 80% of my colleagues would become automatic users in a very short period of time. Do you know if there: Is a bulk editing option on the concur side? I will have an opportunity to present my experience to my team in early June, but I need a better solution than editing the purpose on every entry. Do you have any thoughts?
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Amy

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Hi! I definitely appreciate your need and the fact that you'd like to evangelize this to your fellow NPs. We don't have any knowledge of bulk editing on the Concur side but you could reach out to them directly and ask. I just found their Support page: https://www.concur.com/en-us/support

Unfortunately, we don't have the bandwidth or resources to make any adjustments to the integration on our side at this point.

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