Submitting an overdue expense report for past employee

[CEL22]

I have an expense report for a previous employee that must be submitted because it contains company paid expenses.  However, there are 2 errors that I cannot clear. One says "the entry cannot be submitted until a Travel Allowance Itinerary is created". I don't want to add Travel Allowance since he is no longer an employee. The other is for one of the expenses that is over 120 days old.  I cannot override that error because I don't have an employee ID any longer. What can I do with this report?

[KevinD]

@CEL22 in your post you said "I don't have an employee ID any longer". How is that preventing you from overriding the error? I'm not sure why employee ID would be related to 120 days old expenses.  Can you please clarify?

As for the travel allowances, you might need to delete the report and start over. When you create the new report, just select No where it asks if you need to claim Travel Allowances.

[CEL22]

Thanks Kevin! Our 120-audit rule can only be overridden if I Modify the Audit Rule with the Employee ID.  Is there another way that I don't know about? I did already delete all of the Travel Allowance, but I understand why you are advising I may need to start a new report. I just wasn't sure if I could do that since the employee was no longer active in Concur. I would have to move all of the expenses into a new report? 😞

[dlamont]

@CEL22 , the Employee ID should still be in Concur, unless it was manually deleted?  if so, and you have user admin access, go in and "create" a new employee ID that you can use in the Audit Rule, then delete once submitted.

[KevinD]

@CEL22 inactive profiles do not stop you from acting on that user's behalf, including creating a new report. 

If your company has the system set up that requires all reports to have a travel allowance itinerary, what you could do is add the itinerary and then you will have an option to say which meals were included during the trip. Since there really was no trip, you can mark all meals as included which would take the meal allowances down to zero. The only thing is there sometimes is an incidental amount users are allowed which could show up on the report. I think you would see this on the meals provided screen though. I'd really have to go in and try this myself. 

Also, I think you could amend the audit rule using something other than the employee ID. I think you can use the employee's name. If this isn't super urgent, send me a private message with the name of the employee and I can go in and see how things are set up when creating reports.