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Occasional Member - Level 3

Segregating Expense Process per Business Units

Hi Concur Community,

 

Can an Expense Processor have visibility to process expense reports that are assigned only to his Business Units? I can seem to find a way to segregate the expense reports per business unit except using the "Create New Query" on the Processor Page

 

Cheers,

Andrew

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SAP Concur Employee
SAP Concur Employee

Re: Segregating Expense Process per Business Units

@AEM If Business Unit is a custom field you have, then yes, using the Create New Query is how you would segregate out reports by Business Unit. The other way is to use the Group button on the processor screen. When you click this button, you'll see some groups listed that you can use to also segregate out reports. 


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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SAP Concur Employee
SAP Concur Employee

Re: Segregating Expense Process per Business Units

@AEM If Business Unit is a custom field you have, then yes, using the Create New Query is how you would segregate out reports by Business Unit. The other way is to use the Group button on the processor screen. When you click this button, you'll see some groups listed that you can use to also segregate out reports. 


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

View solution in original post

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Occasional Member - Level 3

Re: Segregating Expense Process per Business Units

Hi @KevinD 

 

This is exactly how I am picturing it - using the custom field - Business Unit.

But then, other Expense Processors (assigned to other BU) would get access by clicking on "Reports Ready for Processing"

 

Much appreciated for the insights