Limited Changes For Approvers

[mhenrybayc]

I was told by Concur that approvers do not have the option to change any information that employee input during report submittal. Approvers can only send the report back or add a comment.

Does anyone know of another method to have approvers be able to change expense type and other custom fields during their approval process? Essentially, we do not want the report to have to go all the way back to the employee.

[PoojaKumatkar · Accepted solution]

Hi @mhenrybayc ,

It is always recommended to send report back to the employee if any changes are required in the report. Logically it is not correct to do direct changes in the report without informing user. If they are doing any mistakes or selecting wrong values, then they should know what needs to be selected and this will only happen when you submit report back to the user and ask them to correct it. 

Regarding enabling setting for approvers to be able to modify expense type and custom fields, on Form Fields tab/Fields tab, you can double click on field to open properties pop-up window and update access for approver to Modify. With this access, approver would be able to modify expense type and custom field.

Note - 

• If you update properties from Form Fields section, then you need to update it for all expense entry forms and fields one by one.
• If you update properties from Fields section, then it will get updated in all associated forms where field is added.

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

[mhenrybayc]

Hello,

Where would I find forms and fields?

[mhenrybayc]

I just found out that is only available for professional edition. Thank you for all your help.