Concur released an automated expense report feature, Expense Assistant, in September 2017. This feature builds an expense report from available expenses automatically as expenses load into the system. It is designed to make your Concur Expense experience better, save your time, and speed up the expense report cycle.
How does it work?
When you have eligible available expenses, Expense Assistant adds them to any open expense report automatically. An open report can be a user-created expense report or an expense report auto-created by Expense Assistant.
Expense Assistant will bold all line items that have not been reviewed so that you can easily tell which items are new and automated. They will also send a weekly summary email regarding automated transactions on an open Expense Report.
Expense Assistant will not submit an expense report. You must still, as always, review and submit the report to your manager for approval.
What do I need to do?
When Expense Assistant was first launched many users were automatically opted in. If you were not automatically opted in for Expense Assistant, you will see a blue box with an information icon with “Enable Expense Assistant” bolded on the Expense tab within Concur.
If you wish to opt out of Expense Assistant, click the “Stop this process” link that appears between the Active Reports and Available Expenses sections on the Expense tab within Concur.
Concur has provided an Expense Assistant FAQ with answers to many anticipated questions. If you have additional questions or need further assistance, please contact PantherExpress Customer Service by submitting an inquiry.