Are you experiencing difficulties importing your Travel Trips into Concur Expense? It can be frustrating when your expense reports are flagged due to missing travel itinerary information, especially when you believe you’ve booked your travel through Concur. This issue often arises from specific policy configurations within your company’s Concur setup, particularly concerning how travel itineraries are processed. Let’s explore a couple of immediate steps and longer-term solutions to address this problem and ensure smooth expense reporting for your travel trips.
Understanding Why Your Travel Trips Aren’t Importing
The core of the problem often lies in your assigned Concur Expense policy. Unbeknownst to many users, these policies can be configured to either allow or disallow the automatic import of travel itineraries. If your policy is set to prevent imports, you’ll encounter discrepancies and potential exceptions when submitting expense reports that require travel details. This might seem counterintuitive, especially if your company’s audit rules expect travel itineraries to be attached. It’s crucial to understand that this configuration isn’t necessarily an error, but a deliberate setting that may have been implemented for specific reasons within your organization’s expense management framework.
Immediate Workaround: Utilizing the Comment Field
While a permanent solution is being investigated, a quick and effective workaround is to use the “Comment” field within Concur Expense. When submitting an expense report related to your travel trips, simply add a statement in the comment section confirming that the trip was indeed booked through Concur. This action serves as a manual confirmation and should help bypass the automated exception flagging related to missing itineraries. This is a temporary fix to ensure your expense reports are processed without immediate roadblocks, but remember, it’s essential to understand the underlying policy configuration for a long-term resolution.
Seeking a Permanent Solution: Contacting Your Concur Administrator
For a lasting solution to the travel trips import issue, it’s imperative to reach out to your company’s Concur site administrator. This individual or team is responsible for managing and configuring your organization’s Concur system, including expense policies. They can investigate why your current policy is set up to block travel itinerary imports and determine if this is intentional or an oversight in the system’s initial configuration.
Identifying your Concur administrator might require a bit of internal navigation. A good starting point is to consult with your direct manager. They should be able to guide you to the appropriate contact person or department responsible for Concur administration within your company. Once you connect with the administrator, explain the issue you’re facing with importing travel trips and inquire about the policy settings. This conversation will be crucial in understanding the rationale behind the current configuration and potentially requesting a policy adjustment to enable seamless travel itinerary imports for future expense reporting related to your travel trips.
