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azmah
Occasional Member - Level 1

Recall Concur claim submitted or approved

I remember there is an option to recall our claim after submitted or after approved. Unfortunately, I forgot how to do this.  Can any body help me on this? Many thanks.

3 REPLIES 3
Munari_alEXPert
Frequent Member - Level 1

dear @azmah 

 

To Recall an Expense Report, log into your Concur and do the following:

1: Go to 'Expense'

2: 'View Reports'

3: Select the expense report you would like to recall

4: Select 'Recall'

5: Select 'ok'

 

You can only do it before the report being approved, otherwise you would need to ask your manager or your Concur Administrator to reject it back to you.

 


Kind Regards

Alessandro Munari
gcazacu
Occasional Member - Level 1

Also, if you are the Expense Manager in your company (final stage for approving) you can recall a claim that you approved if you remember the amount or the name of the employee. Go to Process Claims and it's the third (empty box) under Run Query. In there you have different options, I used Amount Approved but you can choose whichever it's suitable for you. Once you find the claim you approved but had wrong/missing information you can recall it to yourself from right side button that says Recall to Processor.    You can also send it back to employee if you want. 

azmah
Occasional Member - Level 1

Great. Thank you!