My Task or Invoice Manager equivalent for Expenses

[joachimy]

Concur Invoice has a Back Office section in the Invoice Manager Dashboard which shows number of Unassigned Invoices, Unsubmitted Invocies and Pending Accounting Review.

Is there something equivalent for Expenses? At the moment, we have to go to Expense > Process Claims to view all submitted Expense Reports. We want to be able to see any unassigned credit card transactions as well as a quick way for processors to know that there are Expense Reports to process.

We find that the Invoice Manager Dashboard works well and are hoping there's a similar screen/view for Expenses.

Thanks

[KevinD · Accepted solution]

@joachimy Unfortunately there isn't an Expense Dashboard. The Process Reports screen is your best option. If you want to see unassigned credit card transactions all in one place, I would recommend using the Cognos Reporting tool to build a report that will show the unassigned transactions. Once the report is built, you can schedule it (if you have our Business Intelligence offering) to run every day, once a week, once a month, etc.. 

Now, what I just wrote is if you are on a Professional Configuration of SAP Concur. If you are on our Standard Platform, you most likely have our in-house Analytics reporting. I believe you can still see unassigned transactions though. 

Let me know if you have any questions.

[joachimy]

Thanks for your reply. The analytics reporting will have to do for now although something similar to the invoice dashboard will be alot easier.