Notify an person when an expense report is approved

[sgalindo]

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! 

[tstagliano]

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

[sgalindo]

I like that, how do I do it?

[KevinD]

@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.

[tstagliano]

within the workflow, you will need to create the step with the rule for the employees employeeid and then the rule action would be to Send Email where you can enter the recipients email address and either a pre-defined template or some custom text.

[sgalindo]

Thank you both for the advice. 

I reached out to Concur Support since I do not have the access to create workflows. Concur support was able to create the workflow, however the email notification does not have a link to the expense report which it was I was hoping for. So I am just going to email the expense report to the employee that needs to be notified.