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AEM
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

1 Solution
Solution
KevinD
Community Manager
Community Manager

@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. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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.

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2 REPLIES 2
Solution
KevinD
Community Manager
Community Manager

@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. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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.
AEM
Occasional Member - Level 3

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