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Harsha
Occasional Member - Level 3

Expense claims review before approval

Hello All,

 

Some of the executives in our company want someone to review the expense reports submitted for their approval before them. This allows them to spend less time reviewing the expense reports.

 

Please let me know if there is an option to configure this in the approval workflow. Thank you in advance.

 

Regards,

Harsha

2 Solutions
Solution
KevinD
Community Manager
Community Manager

@Harsha 

1. The expense previewer must have an Expense Approver role. I don't believe so since they will not be approving. Side note: This previewer cannot also be given approval delegation even if they are an approver in the system for this person. They can only preview. 

2. When the previewer clicks on "Notify Approver", does the approver receive an email? I haven't tested this, but I'm about 99% sure that yes, they will receive an email. Just like when a report has been submitted for approval. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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View solution in original post

Solution
Harsha
Occasional Member - Level 3

Hi @KevinD,

 

I tried to set up a delegate a previewer without an expense approver role, the system did not give an option to preview the reports as a delegate. So the delegate requires an expense approver role.

Thank you for confirming that the system does send a notification to the approver after the previewer has verified the expense report. The approvers also see a check box against the expense report in the approval queue.

 

Thank you again for looking into this so quickly.

 

Regards,

Harsha

View solution in original post

7 REPLIES 7
willoughbys
Occasional Member - Level 2

This actually just came up this morning. We are setting up the administrative assistants to receive a notification when a report is pending Admin approval. The assistant will log on as delegate for the admin and review the reports then add a comment that it's been reviewed, or simply let them know.

KevinD
Community Manager
Community Manager

@Harsha you can accomplish this without touching your workflow. Workflow changes tend to complicate things, especially when what you are asking is for a small subset of employees. 

 

What you can do is set all the executives up with a delegate that is allowed to Preview for them. This allows them to look it over prior to the executive. However, if they are just allowed to preview, they might not be able to send it back to the employee. I'll check on this and let you know, but this is much simpler than trying to do a workflow change. 


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.
KevinD
Community Manager
Community Manager

@Harsha I checked on this and the Preview for Approver allows the previewer to send the report back if corrections are needed. If no corrections are needed, they will have the option to Notify Approver. I hope this helps.


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.
Harsha
Occasional Member - Level 3

Hi @KevinD,

 

This is perfect. I looked up at the Delegation configurations and saw this option. I made changes in our test environment and it worked. Thank you for your quick updates as always!

 

A couple of points or questions I have:

 

1. The expense previewer must have an Expense Approver role.

2. When the previewer clicks on "Notify Approver", does the approver receive an email?

Please confirm.

 

Regards,

Harsha

Solution
KevinD
Community Manager
Community Manager

@Harsha 

1. The expense previewer must have an Expense Approver role. I don't believe so since they will not be approving. Side note: This previewer cannot also be given approval delegation even if they are an approver in the system for this person. They can only preview. 

2. When the previewer clicks on "Notify Approver", does the approver receive an email? I haven't tested this, but I'm about 99% sure that yes, they will receive an email. Just like when a report has been submitted for approval. 


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
Harsha
Occasional Member - Level 3

Hi @KevinD,

 

I tried to set up a delegate a previewer without an expense approver role, the system did not give an option to preview the reports as a delegate. So the delegate requires an expense approver role.

Thank you for confirming that the system does send a notification to the approver after the previewer has verified the expense report. The approvers also see a check box against the expense report in the approval queue.

 

Thank you again for looking into this so quickly.

 

Regards,

Harsha

KevinD
Community Manager
Community Manager

@Harsha thank you for clarifying, I stand corrected. 🙂


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.