tbowman
Occasional Member - Level 2

Ability to allocate multiple line items in accounting review stage

I would like the capability to allocate in mass - multiple line items at one time- in the accounting review stage.  This is possible in the employee view but, not in the approval views. Currently, as an approver, I have to select each individual line item and allocate one at a time or send the report back. This has an impact of productivity. 

3 REPLIES 3
asansolo
SAP Concur Employee
SAP Concur Employee

Hello @tbowman ,

 

Thank you for reaching out on Community! Can you clarify if you are reviewing as a processor or an approver in the accounting review stage? I tested with a colleague as a processor and was able to do what your asking about. We did this by going to 'Details' and then selecting 'Allocation' where we were able to mass select all lines and allocate at once time. Feel free to share screenshot of your view, please just ensure no personal information (for example, the employee's name) is displayed or you can send it to me in a private message on here.


Thank you,
Andrea
SAP Concur Community Moderator
tbowman
Occasional Member - Level 2

I am an approver. 

KevinD
Community Manager
Community Manager

@tbowman you should be able to select multiple line items. Can your provide screenshots of what you are seeing as an approver, please? 

 

I did a test the other day on this and was able to select multiple line items.


Thank you,
Kevin
SAP Concur Community Manager
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