How to alert accounting once the expense report is approved?

[peterlu]

Hello,

Is there a way to setup an alert to accounting once the expense report is approved?  Thanks.

[SurjithK]

hi 

What is the approval status when it send to Accounting ?

Regards

Surjith

[KevinD]

@SurjithK The default status is Approved & In Accounting Review. However, this name can be customized if need be.

[peterlu]

Is there a way that Concur will send an email to accounting notifying the expense report is at "Approved & In Accounting Review" status?  Thanks.

[rohanpatil]

Hi @peterlu ,

You could theoretically setup a step rule in the approval step of the workflow and configure that step rule to send an workflow email notification to accounting email address. I am unsure as to why this is needed though. normally, Accounting will set a frequency (once daily) to check for claims ready for processing and then process them.