Travel & Entertainment AggieTravel

Expense Preferences

On the Expense Preferences page, you can define:

To use these options:

  1. Click Profile → Profile Settings → Expense Preferences (in the Expense Settings section of the left-side menu).
  2. Make the desired choices. 
Send email when... Description
The status of a cash advance changes If selected, an email is sent when the status changes, such as from Issued to Approved.
A cash advance is submitted for approval If selected, an email is sent to a cash advance approver when a cash advance request has been made by one of the travelers in the approver's group(s).
The status of an expense report changes If selected, an email is sent to an employee when the status of a submitted expense report has changed, such as from Filed to Approved or Paid.

The only exception is when an approver sends the report back to the employee for resubmission. When this happens, a status email is not sent, but a different "Send Back to Employee" email is sent.
New company card transactions arrive If selected, an email is sent to an employee when new Travel & Entertainment Visa card transactions are imported.
Faxed receipts are successfully received If selected, an email is sent to an employee when new faxed receipts have been received by Concur's imaging service.
An expense report is submitted for approval If selected, an authorized approver is sent an email when an employee submits an expense report for the approver to approve.
The status of an authorization request changes If selected, an email is sent to an employee when the status of a submitted authorization request has changed, such as from Filed to Authorized.

The only exception is when an approver sends the authorization request back to the employee for resubmission. When this happens, a status email is not sent, but a different "Send Back to Employee" email is sent.
An authorization request is submitted for approval If selected, an email is sent to an authorization request approver when an authorization request is made by one of the employees in the approver's group(s).
Display... Description
Make the Single Day Itineraries page my default in the Travel Allowance wizard

If selected, the Single Day Itineraries page displays by default instead of the Create New Itinerary (for standard itineraries) page.

  1. Click Save.

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