Pending Exception Review - How to assign to processor and track dates

[ambers2025]

Hello!

We recently implimented the PER process where Concur audit will pass expense reports to the processors under certian criteria. When this happens, is there a way to "check out" the report to the processor? ie: I need to research an answer and don't want another processor to pick it up.

Also, how can I track how long a report has been in the PER queue? 

Thanks! 

[KevinD]

@ambers2025 as a processor you can use the Requires Review button to place the report in a Review status. It will be flagged as such and will show the name of the person who put it in this status. 

[ambers2025]

Hello, 

As a processor, I do not have the option to assign a report to me that is in Pending Exception Review. I am unable upload a picture/screen shot on this forum due to company policy. Can you reach out to me directly? Thanks!