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cgrisillo
Occasional Member - Level 1

Making User Inactive With Active Expense Report

I have an employee that has just been terminated, but they have an active expense report that was submitted prior to their departure. The status of the report is currently waiting on manager review and approval. 

Can I still make this user inactive within Concur with an expense report that is pending approval, or will that void the report?

1 Solution
Solution
Munari_alEXPert
Frequent Member - Level 1

dear @cgrisillo 

You can make the employee inactive and the expense if get approved by all steps for payments, it will be paid.

If the manager instead reject it, or any steps before payment approvals, someone should be able to Proxy the employee and adjust/submit on their behalf. Having an employee inactive, if the bank details are correct, once the expense get approved, it will go through.

so, to your question, YES, you can make it inactive no problem and actually safer as the employee shouldn't log in to the system if not any longer an employee.

 

Kind Regards

Alessandro Munari - Travel Expense Project Manager
https://www.linkedin.com/in/alessandro-munari/

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1 REPLY 1
Solution
Munari_alEXPert
Frequent Member - Level 1

dear @cgrisillo 

You can make the employee inactive and the expense if get approved by all steps for payments, it will be paid.

If the manager instead reject it, or any steps before payment approvals, someone should be able to Proxy the employee and adjust/submit on their behalf. Having an employee inactive, if the bank details are correct, once the expense get approved, it will go through.

so, to your question, YES, you can make it inactive no problem and actually safer as the employee shouldn't log in to the system if not any longer an employee.

 

Kind Regards

Alessandro Munari - Travel Expense Project Manager
https://www.linkedin.com/in/alessandro-munari/

View solution in original post