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sgalindo
Occasional Member - Level 1

Notify an person when an expense report is approved

Is there a way to notify a Concur user when a specific person's expense report is approved? This user does not need to approve the report. They just need to be notified upon its approval so they can perform a reclassification of prepaid expenses.

 

I was thinking about adding them as an expense delegate and check the Can receive emails box but I am hoping there is better option to this. 

 

thank you! 

3 REPLIES 3
tstagliano
Routine Member - Level 2

you could add a specific rule within the expense workflow for this specific user and then have the action be to generate an email that will be sent to someone else

Thomas Stagliano, M.I.T.
sgalindo
Occasional Member - Level 1

I like that, how do I do it?

KevinD
Community Manager
Community Manager

@sgalindo you would need to have access to be able to modify workflows. You would only have access to this if you have completed our Advanced Configuration training. If you haven't you will need to submit your request to Concur Support to have them make the change.


Thank you,
Kevin
SAP Concur Community Manager
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