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AEM
Occasional Member - Level 3

Expense Processor as 1st level approval

Dear Concur Community,

 

I hope all is well,

 

Can we have the expense processor as a 1st level approver and the manager as a 2nd approver? What would be the pros and cons of having such a workflow?

 

Best

Andrew El Marj

 

2 Solutions
Solution
KevinD
Community Manager
Community Manager

@AEM you absolutely can have the processor step first. Most people have the processor as the last approver since these people are usually in the Finance or Accounting department and have more authority when it comes to spending. To me, as long as both the manager and processor see the report, that should be sufficient. However, companies vary in their approval process so it really all depends on what your policies and processes are. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

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Solution
DeanR
Routine Member - Level 3

We have that set-up, and the main pro for us is that the Expense Processors pick up a lot of user errors and get the user to fix them before the report gets to the manager.  Examples can be expense policy violation (Processors are generally more in-tune with policies than managers), incorrect Expense Type, missing or incorrect receipts, etc.

 

It means the managers are only getting 'clean' reports to approve.  Previously they would have their time wasted reviewing the same report two or more times if the initial submission had errors. 

View solution in original post

3 REPLIES 3
Solution
KevinD
Community Manager
Community Manager

@AEM you absolutely can have the processor step first. Most people have the processor as the last approver since these people are usually in the Finance or Accounting department and have more authority when it comes to spending. To me, as long as both the manager and processor see the report, that should be sufficient. However, companies vary in their approval process so it really all depends on what your policies and processes are. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
Solution
DeanR
Routine Member - Level 3

We have that set-up, and the main pro for us is that the Expense Processors pick up a lot of user errors and get the user to fix them before the report gets to the manager.  Examples can be expense policy violation (Processors are generally more in-tune with policies than managers), incorrect Expense Type, missing or incorrect receipts, etc.

 

It means the managers are only getting 'clean' reports to approve.  Previously they would have their time wasted reviewing the same report two or more times if the initial submission had errors. 

athakar
Occasional Member - Level 2

We have the same kind of set up except in our case all expense reports get approved by Project Managers. So we skipped the line managers approval step by selecting exemption option in the profile so that  the report goes to the Processor directly and then to the project manager for approver.  Hope this helps.