Hi Guys. I have a quick question & would really appreciate the help!
Is it possible to have Concur customize what items get flagged as requiring manager pre-approval, beyond items such as certain broad expense categories? Could you specify certain keywords on employee notes, line description, and vendor name as requiring manager pre-approval?
For example, let's say somebody purchases an item from 'Amazon.' Would it be possible for Concur to immediately flag any items with the keyword 'Amazon' as requiring manager pre-approval?
Really curious on the functionality & appreciate any help.
@SAPconcurcurios You could probably create an audit rule that contains a condition that is based on Vendor Description and then enter your keywords.
However, in the example you gave, the purchase has already been made, so pre-approval technically couldn't happen. In these cases if the purchase gets denied, I guess they would have to do a return. But then the issue of no refunds or returns after purchase could come up. In these cases is the employee now responsible for the expense out of their own pocket?