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mbrown2626
Occasional Member - Level 1

Approve and Forward ONLY

We have some assistants to Concur Approvers who do an initial overview of expense reports. They are not currently set up as Concur Expense Approvers. Is it possible for them to see expense reports submitted to the Approvers (VIA delegate?) and review them and then somehow forward them to the approver that they have reviewed them?

 

I assume the only way to accomplish this is to have the assistants set up as Concur Approvers, have Delegate privileges for the Approver and then they could Approve and Forward to final approver after they have reviewed them correct?

1 REPLY 1
KevinD
Community Manager
Community Manager

@mbrown2626 you can set a delegate up with the Can Preview for Approver option only. This allows them to review, but not approve. Once reviewed, the person sends to the approver so they can approve it. I'm not sure if this would still require the delegate to have the Expense Approver checkbox checked on their profile or not, you'd have to test that out.

 

KevinD_0-1687969800070.png

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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