Hi all. Our organization is implementing Concur and will be managing the payments to staff outside of Concur. Our existing process looks like this: Staff completes an Excel claim form, Claim form is sent to manager for approval, Approved claim forwarded to Finance for final approval, then entered into our A/P module for payment. Once the A/P batch is final, whether Electronic payment or cheque, we require 2 signing authorities to release payment from the bank. All the backup is included in the approval request in PDF format so they can view it easily and sign for payment.
With Concur, all of the backup and approvals are within Concur. Is the best suggestion to have cheque signers go into Concur and manually search for every transaction for the dual cheque/payment signatures? Or is there an easier way for cheque signers to review all of the backup. Thanks
