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tsidebottom
Occasional Member - Level 1

Request Approvals in Mobile App?

Does anyone know how if there is a setting I need to adjust or that my users need to adjust so that my users can take action on Concur Requests using the Concur mobile app?  Right now my users can see that there are requests to be approved but they are unable to take any approval or return actions from the app.   They don't have any problem approving expense reports from the app, it's just the requests.

5 REPLIES 5
KevinD
Community Manager
Community Manager

@tsidebottom from what I found, if a company has made a customized approval status for their travel requests, that approval step cannot be done in the mobile app and would need to be done on the web version. 


Thank you,
Kevin
SAP Concur Community Manager
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tsidebottom
Occasional Member - Level 1

Thank you Kevin.   Would that include a customized workflow steps?  We didn't customize our statuses, but we did customize our request workflow steps. 

@tsidebottom From what I read it only mentions custom statuses, not custom workflow steps. I believe you can create a custom workflow step that uses one of our standard workflow statuses. 

 

I've posted internally to get clarification. I'll let you know what I find out.


Thank you,
Kevin
SAP Concur Community Manager
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KevinD
Community Manager
Community Manager

@tsidebottom hello again...revisiting this topic. When you say that approvers are not able to take any action on requests, what is the status of the Request? 


Thank you,
Kevin
SAP Concur Community Manager
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tsidebottom
Occasional Member - Level 1

Internally we tested what users were claiming.  Our workflow requires at least one approver of requests.  In our test we had a request in the submitted for approval stage.  The first approver saw the request in the app on their Apple phone, approved it through the app, but it didn't leave the approver's queue on the app.  Further testing revealed that the mobile user needs to refresh the app to see that the request is no longer visible.  Otherwise, the approver believes (as was the case here anyway) that the approval though the app didn't process.  I think we're good.