cancel
Showing results for 
Search instead for 
Did you mean: 
aespiritu
Occasional Member - Level 3

How to approve my own expense as an administrator

As an administrator on Concur I have access to view and approve expense of my colleagues once it goes through the approval workflow, however, when my supervisor approved an expense that I had created as a user, I don't see it in the administrator (me) approval cue.

 

Can someone please kindly advise. 

 

Thanks!

2 Solutions
Solution
Munari_alEXPert
Frequent Member - Level 1

dear @aespiritu

actually the system is correctly set up avoiding a user approving their own expenses for compliance purpose. There is not way you will be able to approve your expenses using your Concur credentials. You will need someone else approving those for you. You might give access as Expense processor to someone within your team, for example a person that replace you while on holidays? 

 

Kind Regards

Alessandro Munari - Travel Expense Project Manager

View solution in original post

Solution
KevinD
Community Manager
Community Manager

@aespiritu as @Munari_alEXPert stated, the system is designed to not allow users to approve their own expense reports. You will need to set someone else up with the Expense Processor role so they can approve your report. 


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.

View solution in original post

8 REPLIES 8
Solution
Munari_alEXPert
Frequent Member - Level 1

dear @aespiritu

actually the system is correctly set up avoiding a user approving their own expenses for compliance purpose. There is not way you will be able to approve your expenses using your Concur credentials. You will need someone else approving those for you. You might give access as Expense processor to someone within your team, for example a person that replace you while on holidays? 

 

Kind Regards

Alessandro Munari - Travel Expense Project Manager
Solution
KevinD
Community Manager
Community Manager

@aespiritu as @Munari_alEXPert stated, the system is designed to not allow users to approve their own expense reports. You will need to set someone else up with the Expense Processor role so they can approve your report. 


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.
aespiritu
Occasional Member - Level 3

@KevinD How do I set someone else up with the Expense Processor role?

KevinD
Community Manager
Community Manager

@aespiritu from the Concur home page, mouse over Administration. Select Expense Settings. Go to User Accounts. When the user accounts screen opens, click the last name of the person. This will open up their profile. Scroll to the bottom and look for a checkbox that says, "Can Process Reports". Check the box, click Save and BAM! Processor access granted. 🙂


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.
aespiritu
Occasional Member - Level 3

@KevinD Is there a way that the user who has the capability to process reports receive email notifications from the system to prompt them to do so? If yes, how is this set up? If not, what would be the alternative?

 

Thanks 

Anne 

KevinD
Community Manager
Community Manager

@aespiritu that is a great question. The answer is there isn't a way to set up a prompt/reminder for processors. When I first started here at SAP Concur, I found this to be odd until someone explained it. The reason is if the processor received an email when a report is ready for processing, what would happen in large companies where they have hundreds of users submitting reports and getting them approved? The processor's inbox would be inundated with prompt emails. 

 

The other reason is that the expectation of those in Finance or Accounting responsible for final approvals, make checking the Processor queue part of their daily routine since their approval is pretty much the most important. 

 

I know it isn't ideal, but the only alternative I can think of is for the processor to add something like an Outlook reminder or reminder in whatever your email client is.


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.
aespiritu
Occasional Member - Level 3

Thank you for your quick response @Kevin 

Would the same thing apply for first and second approval managers? My colleague had stressed that her manager receives email reminders from the system when her expense is overdue. I am not certain of the frequency of these notifications, but her ask is that ideally the approval managers receives them daily or every other day so that the users may receive their reimbursements in a timely manner. 

 

Thanks

Anne

KevinD
Community Manager
Community Manager

@aespiritu I know the manager is notified as soon as a report is submitted for their approval and then again after three days. I'm not sure if the reminder continues to send every day after the the three day reminder or not. You would need to test this out by having someone submit a report and then have the approver let is sit in their approval queue for several days. 

 

The other option is to adjust the amount of days a report sits in an approver's queue before being routed to that manager's manager. I think the default is 10 days, but you can make it less. If you go to Administration>Expense Settings>Policy>Expense Approvals, you will see the option to adjust the amount of days there. 

 

KevinD_0-1638551540289.png

 


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.