As we are preparing for year end, I've been trying to get a jump start on sending reminders to our users who have old transactions that haven't been submitted in an expense report yet. I've ended up working off of two different standard intelligence reports: Unsubmitted Expense Entry Analysis Details (grouped by employee) and Unassigned Credit Card Transactions.
What I'm trying to do is see ALL unsubmitted company card expenses, so that I can sort by the date and send reminders to everyone who has anything over 60 days. Since the Unsubmitted report doesn't appear to include items that are not in expense reports, and the Unassigned report doesn't include items that are, I have to work from both.
What do all of you use in terms of reporting for this task? Is there one that I'm missing that would give me all of that info in one place? Did you build a report from scratch? I've thought about doing that, but reporting is definitely not my strong suit in Concur.
Any advice would be much appreciated!
Have you tried the other reports in the Accrual folder? (Public Folders -> Intelligence -> Standard Reports -> Accrual)
DeanR makes a great suggestion. I'd like to add one that might be less time consuming. Try using an Email Reminder. That way you don't have to go to Cognos, build a report, run the report, look at all the data, then compose an email. With the reminder, you build the condition to look at all employees with unsubmitted transactions older than whatever amount of days you want. Once the reminder is built, that night a job will run and send out an email to all employees with the unsubmitted transactions. You set up the rule and reminder, SAP Concur does the emailing for you.
If you need help with building an email reminder, feel free to send me a private message.
Thanks for the suggestion, but we already use the email reminders option. What I'm trying to do is reach out to those employees who choose to ignore those reminders with targeted, specific, and mildly scary messaging.
We have three levels of email reminders to employees who aren't submitting their expenses timely. The final one says their credit card will be suspended in 7 days and it's cc'd to the credit card administrator.
Since any type of suspension has to be done by our cc admin, they can reach out directly before they suspend or they can suspend if the user is a repeat offender.
Thanks for the suggestions! I'll definitely check out the accrual report and see if it works for me. I've tried the other one, and it unfortunately doesn't work for my purposes.
Yes building a new report in an option but another opton is to processs the Unsubmitted Expense Entry Analysis Details (grouped by employee) and Unassigned Credit Card Transactions re[prt amd then save as an excel file. THen you could select the columns of data the you want form each report into another excel file. Then you could sort the combined data to know what user to send the strongly worded overdue notification.
I am trying to help someone who has left the company -so they no longer have access to Concur ... it seems that there are som expense reports from Janaury 2020 that were not closed correctly...
I was not a delegate for this person but is there any way to send in the receipts that relate to these old reports??
@SarahC you can proxy in as the user, if you have the Proxy permission. If you do not, your system administrator will either; 1. need to assign you the permisson or 2. Be the one to proxy in and take care of the expense reports.
Only the proxy permission allows a user to go into an inactive Concur profile.