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Chewie
Occasional Member - Level 1

How to give someone (who is not direct approver) ability to view expense reports submitted

Hi all, 

 

Scenario:

Staffs A, B and C submit their expense reports for approval to their assigned approver, D.

E, a director in the company, wants the ability to see the expense reports submitted to D for approval, but without being in the approver line (ie. D will remain the approver).  

 

Is there an option to satisfy E's request?

 

Thanks in advance!

2 Solutions
Solution
Brian_B
SAP Concur Employee
SAP Concur Employee

Hello Chewie,

Have you seen the Expense Processor (Audit) permission? This is a Group aware role separate from the approver permission that could be assigned to E's profile and allow them to review reports in flight for approval. 

 

The user assigned this role:

  • Can view expense reports within Expense Processor

  • Cannot update or delete expense reports

    NOTE: The user should only be assigned one of the Expense Processor roles. If the user is assigned multiple Expense Processor roles, the role with the greatest level of access will be applied.

    The levels of access, from highest to lowest, are:

    1. Expense Processor Manager
    2. Expense Processor
    3. Expense Processor (Audit)

       

      Full list of permissions can be found by visiting Help>Expense Admin help>Available Permissions and Roles>Expense Tab, link below: 

      https://help.sap.com/docs/CONCUR_EXPENSE/85f3db6f3c5945fe8414a08fc5f9e3fc/7374ae726a40412f93bfd04c06...

       

      Hope this helps and thank you,

       

       

      -Brian

View solution in original post

Solution
KevinD
Community Manager
Community Manager

@Chewie another option is to have Staff D add Staff E as their delegate and use the Can Preview for Approver. This does require user E to have the Can Approve box checked on their profile.

 

This gives Staff E the ability to see what is in Staff D's approval queue and also to see what Staff D has approved.


Thank you,
Kevin
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

3 REPLIES 3
Solution
Brian_B
SAP Concur Employee
SAP Concur Employee

Hello Chewie,

Have you seen the Expense Processor (Audit) permission? This is a Group aware role separate from the approver permission that could be assigned to E's profile and allow them to review reports in flight for approval. 

 

The user assigned this role:

  • Can view expense reports within Expense Processor

  • Cannot update or delete expense reports

    NOTE: The user should only be assigned one of the Expense Processor roles. If the user is assigned multiple Expense Processor roles, the role with the greatest level of access will be applied.

    The levels of access, from highest to lowest, are:

    1. Expense Processor Manager
    2. Expense Processor
    3. Expense Processor (Audit)

       

      Full list of permissions can be found by visiting Help>Expense Admin help>Available Permissions and Roles>Expense Tab, link below: 

      https://help.sap.com/docs/CONCUR_EXPENSE/85f3db6f3c5945fe8414a08fc5f9e3fc/7374ae726a40412f93bfd04c06...

       

      Hope this helps and thank you,

       

       

      -Brian

Solution
KevinD
Community Manager
Community Manager

@Chewie another option is to have Staff D add Staff E as their delegate and use the Can Preview for Approver. This does require user E to have the Can Approve box checked on their profile.

 

This gives Staff E the ability to see what is in Staff D's approval queue and also to see what Staff D has approved.


Thank you,
Kevin
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.
Chewie
Occasional Member - Level 1

Thank you both for your astute advice.