Re: How to get COA approver list ?

Henry · ‎Jul 17, 2022

Hi experts

We want to reconcile the COA approver with our uploaded template 710.

How to get COA approver list from Concur system?

Could you give me some advice for this issue?Thank you in advance !

KevinD · ‎Jul 25, 2022

@Henry to view the Cost Object approvers in the SAP Concur System, you can go to Workflows. From here click the Authorized Approvers tab. Next, click the Cost Object Approver List tab.

Keep in mind, you might need certain permissions to access the Workflows screen and the two tabs I mentioned. I provided a screenshot as well.

Thank you,
Kevin
SAP Concur Community Manager
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scoathy · ‎Jan 30, 2023

Good afternoon and Happy Monday, @KevinD! Sorry to reboot such an old post but I am wondering what permission I need to see the approver lists? I'm the administrator for our org and thought I had all the permissions available but I can't expand the list to actually see the approvers and search function does not work for me either (capture below)

I need more juice apparently! LOL

KevinD · ‎Jan 31, 2023

@scoathy the permission you need is either the Shared Configuration Administrator or the Expense Configuration Administrator. The roles without (restricted) in the name. Likely because COA has to do with workflow, you cannot expand the list.

To get these permissions you need to have attended and passed our Advanced Configuration training. This will give you full site access. However, to quote the move Spider-Man, "with great power comes great responsibility". 🙂

If you are interested in learning about the Advanced Config class, you can send an email to: training@concur.com.

Thank you,
Kevin
SAP Concur Community Manager
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scoathy · ‎Jan 31, 2023

@KevinD, that is what I thought too and I have those after completing advanced config about 14 months ago. I've opened a support case

KevinD · ‎Jan 31, 2023

@scoathy well, you should have access then. It's strange you can see the list, but not make edits to it.

Thank you,
Kevin
SAP Concur Community Manager
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scoathy · ‎Jan 31, 2023

right?! I obviously don't have the juice! LOL thanks Kevin!

scoathy · ‎Feb 1, 2023

there is a bit of a secret decoder ring process to actually see the approvers. you can't simply click and view... now I know that and created a job aid for the future. LOL. 🙂

qinwei · ‎Jun 16, 2023

I have the same question about an easy way to get list of COA, I can see the list of COAs, but I need to find an easy way to retrieve them in electronic format, we have hundreds of COAs in the list. I don't see how I can download the list, such as export to Excel, even I cannot copy and paste the list from the page. Is there API to retrieve the list? Any suggestion is very appreciated.

Wei