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Occasional Member - Level 1

Expense processor

Does anyone know if it's possible to not allow an expense processor manager to be the concur audit, manager approver and accounting reviewer? Or is there an audit rule that can be created to say if you approved as a manager you can't approve as accounting review? Basically I don't want some processors to have the ability to approval all levels of the workflow. 


Community Manager
Community Manager

@vcleworth you should be able to limit the reports the Processor Manager can see to only reports pending processor step and beyond. See my screenshot. When you go to the User Permissions screen, in the Step 1 field select Role. In the Step 2 field select Expense Processor Manager. You will see all the users who have this role appear on the lower right. Select the person's name you want to restrict. Underneath the Users without this role, you'll see all the groups. Scroll down a bit and you will see a field labeled "Access for processor". Select Display all reports pending processor step and beyond. This will cause only reports beyond manager approval to appear in the Processor Manager's processor queue. 




Thank you,
Kevin Dorsey
SAP Concur Community Manager
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