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UNC-Chapel Hill is currently using the legacy version of the Travel Allowance Wizard in Concur but we are eligible to update to the new UI. We have run into a snafu that I'm wondering if anyone else has experienced and found a work-around for. Our default Payment Type is "Please Select Payment Type" and there is a hard-stop Audit Rule which requires users to update this payment type accordingly. We set this up during implementation so that expenses would not default to Out of Pocket in case that's not how they were paid. For example, we allow the payment of Conference Registrations via P-Card but we do not reconcile our P-Card in Concur. Users are encouraged to add the expense to their Expense Report, however, with the "Paid by P-Card" payment type to capture the full cost of the trip in Concur.
As we are testing the new Travel Allowance UI, we have found that the payment type for the first day of travel is defaulting to "Please Select Payment Type" while all other days of travel are defaulting to "Out of Pocket." This occurs when the Travel Allowance is added to the Travel Request and then the Expense Report is created from the Request. It does not occur if you simply start an expense report from scratch and add the Travel Allowance. Concur Support has advised that the only way to fix this is to change our default Payment Type to "Out of Pocket," which would not be our preference. Has anyone else run into something similar and found a way to get around it? Thanks in advance!
Posted : 01/10/2024 11:09 am
Hi Rebecca. I just ran a test in our sandbox (we're also evaluating the new TA service). I added per diem and an airfare charge to a five-day travel request, got it approved, and then turned it into an expense report from the request. The expense report was created without the airfare expense, but with each day's Daily Meal Per Diem and Daily Allowance (Incidentals) lines. All of them loaded with our "Please Choose..." payment type.
How are you setting the default payment type? I went looking for that setting and couldn't immediately find it.
Feel free to reach out to me directly at JWild@ucar.edu. We can work through it and then report back here with our findings.
We are encountering some other issues that are keeping us from upgrading. When we add the TA to a request, no line items are created for the per diem (meal nor lodging) and the request total doesn't include the per diem amounts. We're not sure if the per diem is even included in the Standard Request Extract (SRE). Concur Support has been investigating this for weeks without progress. Additionally, the travel allowance adjustments screen shows amounts for lodging, but doesn’t include them in the reimbursement amount for the traveler.
We originally saw line items for the meal per diem (but not lodging) and Concur Support made a change to ensure the per diem amounts were included in the request total. They were unsuccessful and caused the meal amounts to no longer create line items.
Frankly, it's kind of a mess, and I'm not encouraged by how long it's taking to get any progress from Support (we're actually utilizing some unused consulting hours for this).
Justin
Posted : 01/10/2024 12:03 pm
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