On this page, you can define:

• Email

• Prompts

• Display

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 employers in the approver's group(s).
   The status of an expense claim changes	If selected, an email is sent to an employee when the status of a submitted expense claim has changed, such as from Filed to Approved or Paid. The only exception is when an approver sends the claim 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 company 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 claim is submitted for approval	If selected, an authorised approver is sent an email when an employee submits an expense claim for the approver to approve.
   The status of an authorisation request changes	If selected, an email is sent to an employee when the status of a submitted authorisation request has changed, such as from Filed to Authorised. The only exception is when an approver sends the authorisation 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 authorisation request is submitted for approval	If selected, an email is sent to an authorisation request approver when an authorisation request is made by one of the employees in the approver's group(s).
   A card feed import completes	If selected, an email is sent to the Company Card admin that informs them the company card job has completed.

   Prompt...	Description
   For an approver when an expense claim is submitted	If selected, when you submit an expense claim, you are prompted to select an approver. If you have a default approver, that person's name appears automatically but you can select another approver if desired.
   For an approver when an authorisation request is submitted	If selected, when you submit an authorisation request, you are prompted to select an approver. If you have a default approver, that person's name appears automatically but you can select another approver if desired.

   Sign me up for...

   Description

   Expense Assistant using this method:

   If used, the Expense Assistant feature is enabled for you. Your company may provide you with none, one or two options. If you chose to use the calendar-based option, By Month, Expense Assistant adds all expenses in your Available Expenses list to any open expense claim. An open claim can be a user-created expense claim or an expense claim auto-created by Expense Assistant. Expense Assistant continues to add all new incoming expenses that have a date that matches the calendar month of the expense claim to that expense claim. If you chose to use the trip-based option, By Trip, Expense Assistant creates an itinerary on the day your flight is ticketed and then adds all expenses in your Available Expenses list if those expenses have dates that correspond to your trip itinerary. On the date your trip begins, if this claim is now closed or if your trip did not have a flight to trigger the automatic creations of an expense claim, the start of the trip triggers the automatic creation of an expense claim. Expense Assistant continues to add all new incoming expenses that have a date that matches your itinerary to that expense claim.

   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. NOTE: This applies only if your company uses the Travel Allowance wizard. If your company does not use the Single Day Itineraries page, then this profile option does not appear.

3. Click Save.