EXPENSE OVER 60 DAYS OLD

[RVINOYA]

I would like to request assistance with two expense reports (6XK4LV and  601T9H) that are both over 60 days old. 

Because of their age, they now require approval from a firm vice president of the firm, before they can move forward in the approval/reconciliation process. 

At the moment, I don’t have the ability to reassign these reports to the next level approver. 

We’re looking for support in identifying a solution, either by manually approving the reports, manually advancing them, or reassigning them to the appropriate next-level approver so this can be resolved.

My Senior Associate is Stacey Kandas 607699.

[KevinD]

@RVINOYA are you able to submit these reports? Also, is it mandatory that the reports be first approved by the VP or does the VP just need to approve the reports at some point before the reports are reimbursed? 

Since you cannot reassign the reports yourself, which is very common, you likely will need to submit the reports to your default manager who would then use the Approve and Forward option to send it to the VP. The only other option would require some changes to the workflow that would allow you to choose the approver of your report, but I wouldn't recommend this since it is a one-off situation. 

If your situation is a somewhat common occurrence, your company may want to consider adding a workflow step with conditions that say If report is greater than 60 days old, then change approver to the VP. It is a pretty easy thing to update in the workflow. 

Now, if your company doesn't have the Approve and Forward option turned on, they might want to do it temporarily so you can get the reports sent to the VP. 

Lastly, I went into your company's site and I see a profile for you, but it is set to Inactive. Did your company switch to a new instance of SAP Concur or do they go by  some other name now? If your company has a new name, please let me know. You can send it in a private message if you prefer to keep it private.