Expense Report Approval — No Follow-Up Reminder Notifications for Approvers

[ReneeG]

Hi Community,

We're hoping someone can point us to a native configuration option we may be missing.

Our Setup:

Approval routing: Manager > Processor

Reroute to approver's manager if report stays pending for 7 days (enabled)

Notification enabled: "An expense report is submitted for approval"

The Problem:

Approvers receive a single email when a report lands with them, but no follow-up reminders if it goes unactioned. After 7 days the report reroutes to the next approver, who also gets just one email and no reminders. This creates a loop where reports stall indefinitely with no one being nudged to act.

Question:

Is there a native configuration in Concur Expense to send automatic follow-up reminder emails to approvers after a set number of days?

Thanks in advance.

[KevinD]

@ReneeG unfortunately on our Standard Edition, you do not have the ability to edit the email reminders. However, there is a workaround. 

You could use Cognos reporting to create a report that sends to managers who have reports in their approval queue. Basically the report would show any managers and their employees that have any report that is in a Submitted & Pending Approval status. I believe even if this auto-escalates after seven days, that manager it was escalated to would then receive the report. Also, the report would only show data for those the manager is responsible for.

Reports can be scheduled to run automatically on a daily, weekly, monthly and yearly basis. When daily is selected, you can tell it to run daily every 1 day, every 2 days, etc. 

I think what I have proposed would work, however I'm confirming with someone on our reporting team.