How do I enable Recurring Itemization for Hotels?

[sgutierrez1026]

Hi,

I'm trying to streamline the process of itemizing hotel receipts for my users and would like to enable the Recurring Itemization feature. How can I do that?

Thanks in advance,

Stacey

[MelanieT]

@sgutierrez1026Hi Stacey! This would actually need to be done on our side, so you would want to create a Support ticket and let them know your request. I have attached a document on this though, so you can see what actually is being done on our side.

Let me know if you have more questions!

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

[sgutierrez1026]

@MelanieT谢谢你！我想我触发满意了lution button. After reviewing the attachment, I'm actually not talking about Auto Itemization, since we don't do credit card imports or many e-receipts (we upload PDFs), but rather recurring itemizations like the picture below. I had this at a previous employer and it's so much easier.

[KevinD]

@sgutierrez1026This should be available by default. Are your users not seeing this option?

[sgutierrez1026]

@KevinDNo sir. Here is my view.

[KevinD]

@sgutierrez1026could you click the Expense Type drop down and screenshot the different expenses available, please?

[sgutierrez1026]

@KevinD

[KevinD]

@sgutierrez1026your Hotel expense type is set to the Spend Category of Other. It needs to be set to Lodging - Track Hotel Spending. I believe you will need to submit a Support ticket to Concur Support to get an expense type modified.

[sgutierrez1026]

@KevinDThank you so much! I will do just that.