Concur Expense reimbursement approval (3rd approval check)

[satyam_behera]

Hello,

I have uploaded my hotel and cab bills for one of my visits to the India HO. However, the system is indicating a requirement for a third-level approval (tax-related), and my expense claim is still pending clearance.

[PoojaKumatkar]

Hi @satyam_behera ,

You can open your expense report and navigate to Report Details → Report Timeline to check whether an approver is listed for the third-level (tax-related) approval step.

• If an approver name appears, you can contact them via email or your team’s chat tool to request approval.
• If no approver is listed, it’s best to reach out to your local Concur Administrator and ask them to investigate. They can connect with the appropriate approver and help move things forward.

If you’re unsure who your local Concur Administrator is, you can ask your manager for assistance.

If this answers your query, then please mark solution as accepted.

[satyam_behera]

Hi Pooja,

it shows the below message 

[PoojaKumatkar]

Hi @satyam_behera ,

From my understanding, the Tax Reviewer step is essentially the processor or finance approval stage. Typically, for this step, the system does not display an approver name until the report is fully approved. Since the processor role is usually assigned to a group rather than an individual, any team member with the processor role can review and approve the report. 

To identify one of such user name, you can try below:

• Open previously submitted any expense report which is fully approved.
• Go to Report Details → Report Timeline and check who has approved that report as Tax Reviewer.
• Reach out to that person over email or Team's chat and request to approve your report. 

If this is your first report, it would be best to contact your local Concur Administrator for assistance.

If this answers your query, then please mark solution as accepted.

[satyam_behera]

Hi Pooja ,

It Doesn't show anyone's name. It just shows approved external validation & it shows it has been set to auto approve

[PoojaKumatkar]

Hi @satyam_behera ,

Unfortunately I don't have access to your company's Concur site hence, wont be able to check the current setup and guide. However, we can take Kevin's help.

@KevinD - Can you please check whether Tax Reviewer is an Expense Processor step or External Audit step? Also, can you please share local Concur Administrator's POC details with him on PM.

[KevinD]

@satyam_behera I checked your site and the 3rd Approval (Tax Related) is done by someone at your company that is an Expense Processor. You will not see a name because the Processor role is usually given to several people and reports go into a queue accessible by any processor. This means the report isn't assigned to any one Processor. 

Anyway, it shouldn't take this long for a report to get fully approved. I will send you a private message with two names of people with the Processor role that you can speak with about this.