Concur Expense Report - Has anyone set-up reporting on the account and contact level?

Question

I trying to associate expenses via the Concur connector with Accounts & Contacts but I am at a loss. HELP.

I can easily do it with Opportunities as the package already has field built in; screenshot attached. However, I cannot do it with Accounts & Contacts. How do I get this field into the page layout? Under package dependcies it details the opportunity can I edit for other tabs, screenshot attached? The Concur guide states its possible, what I am missing?

Concur Expense Report - Has anyone set-up reporting on the account and contact level?

Sachin Das · Accepted Answer

Hi

According to this article

https://appexchange.salesforce.com/servlet/servlet.FileDownload?file=00P3000000B43wfEAB

Contact records within Salesforce can be accessed instantly and

added as attendees in Concur’s Expense solution, reducing manual

entry, duplicates and the need for data-maintenance routines.

• Users can associate expense reports, entries and allocations

with existing opportunities in Salesforce enabling accurate

reporting and benchmarking for cost-of-sales.

However I shall test the app and update you if any options available

Regards

Sachin

Lisa Anderson · Answer

Nathan - did you ever figure this out?  I'm struggling with the exact same thing.  We don't use Opportunities so that reporting functionality isn't useful to me.  Thanks.  Lisa

Concur Expense Report - Has anyone set-up reporting on the account and contact level?

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