Notify Expense Processor of Reports Ready to be Processed

[sp1ksmith]

Is there a setting somewhere that will notify our expense processor(s) that an expense report has been approved by the submitter's manager and/or second approver and is ready to be processed?  I've looked everywhere that I think I could (both the company expense settings and the user profile settings) and didn't see anything for this.

Thanks.

[Munari_alEXPert]

dear @sp1ksmith 

I guess it might be possible but really not advisable since the processor could have a filter set on their profile for expenses ready to be approved, avoiding unnecessary notifications.

Eventually there would be the need to create a specific query on their profile. here it is an example https://www.concurtraining.com/training-videos/40916

Instead of amount the processor would need to create a query with:  

Report --> "Approval status" equal to --> "Approved and Accounting Review" OR you might find useful also this link http://www.concurtraining.com/training-videos/40926

[KevinD]

@sp1ksmith there isn’t any setting to notify Processors of reports that are ready to process. 

[Karthikhemadri]

Does send email in workflow settings not work in this case?

whenever w report reaches to Processor queue, we need an email notification to trigger to specific email ID. Can you suggest a way to do that

[KevinD]

@Karthikhemadri well, I asked this question internally and you are correct, you can use the email option in workflow. I believe it will only allow to send to one specific email address. If you want multiple processors to be notified, then there would need to be multiple send email rules set up in the workflow.

Do you have permissions to modify workflows? If not, you will need to submit this to SAP Concur Support. 

[Karthikhemadri]

@KevinD yes, it is working. as you said we cannot add more than 1 email id to send emails provided client uses generic mail box where all the processors can access emails.

our client uses generic shared mail box, we created one dummy profile to the same in Concur and triggered email to the same.

[Snell]

The Professional version of Concur, if you have the appropriate permissions, you can just add a rule within the workflow at that process step for it to trigger an email to a desired mailbox.

[NatalieUlmer]

Hi Kevin, 

we have a workflow where the processor is approving the report (checking receipts etc.) before the actual approver. We would like to notify the processor about a new submitted report. You are saying this is possible using the workflow email notifications but I couldn not figure out where to put the email address of the recipient (=processor) and the general set up guide does not help here. 

Is there any description how to set up such a notification?

Thanks

Natalie 

[KevinD]

@NatalieUlmer could you provide a screenshot of the screen you were on, please? Also, do you have full site access to update workflows?

[NatalieUlmer]

Hi Kevin, I figured it out and our rule within the workflow works - thanks for your support! 

It's great to learn something new, this community is fantastic 🙂

[KevinD]

@NatalieUlmer great to hear and we appreciate your "shout out" about how fantastic this community is. I would agree with you 100%. However, I may be a little biased in this regard. 🙂

[RR0303]

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