Return Reason Codes

[ambers2025]

Hello!

How many returned reason codes does your company have in Concur? What is best practice? Would you be able to share what your company uses for returned reason codes? 

Thanks! 

[KevinD]

@ambers2025 hopefully someone whose company uses return reasons will respond, but what I can say in my almost 17 years of experience at Concur, most companies do not use this feature and just have their managers/approvers free-form type why the report is being returned. Anyway, just wanted to share that. 

[cjmarimo]

Hello @ambers2025  @KevinD 

       Our managers/approvers use free-form type.

       Sometimes a list doesn't fit the reason that applies.

BR,

cj

[LisaMarieBrie]

Same here, we use the free flow box of up to 1500 characters, although the managers send back comments are typically short.  However for our AP Processors, there's just too much detail required for our expense reports with Sunshine Act.  We have a spreadsheet with the Audit Category, Audit Finding, and Standard Send back text so that our processors can just copy and paste.  

[adsoderholm]

Hi Lisa - Would you be willing to share a copy of your Audit spreadsheet? I think that is a great idea to have a copy and paste type of response for processors. We have 3 people auditing reports and they all have different ways of responding. So, there is no easy way for me to look at the comments and categorize them to see why reports are continually being returned and what employees need more training on especially when it comes to the Sunshine Act.  Thank you