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It seems that it isn't possible for delegates to approve, edit or submit expense claims via the Mobile App, which is very annoying given that these are features that are available via the desktop app. Concur are encouraging users more and more to engage with the mobile app, but how can this be made possible whilst fundamental features are missing from the app?
In my company we have senior staff who are regularly on the move, and if someone in their team is on holiday and they need to cover their expense claim approvals, they are unable to do this as a delegate via their mobile app and they have to wait until they are at an office or hotel to log in to their laptop, and so the employee's reimbursement gets delayed.
Why haven't these fundamental features been rolled out yet for the mobile app, and is there any plan to do this in the future?
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@monteypoo Hello! You should be able to make edits as a delegate for sure. With version 9.111, the SAP Concur Mobile app is extending the delegate function. Now, regular Expense users can create, edit, and delete manual expenses while acting on behalf of another user.
This new functionality includes:
I am going to check with our Mobile team to confirm about the submitting and Delegate approval.
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@monteypoo I have attached a doc for you showing what can and can't be done in the mobile app, but also found the info below. It does look like there are some limitations as well for editing.
Delegates are NOT yet able to view the following:
E-receipts
Mileage expenses
Receipts
Currently, expense delegates can only see entries that are outside an expense report. They won't be able to see expense reports and entries that are inside reports.
Known limitations:
It is not possible to replace or delete images in manually created expenses (quick expenses).
It is not possible to attach receipts from available expenses, that were originally created by the user that is being acted on behalf of.
Delegate approvals is not currently supported on the mobile app. Therefore, this can only be done by logging in via computer on the SAP Concur website.
You can definitely submit an improvement request for these items:
To view current Improvement Requests or submit a new Improvement Request on the Customer Influence website, please follow the below steps:
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Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.