Reminders - Provide Attendee List

[agolvcva]

We have employees that prepay or pay deposits for future events (2 or more months out) so when they submit their monthly expense report they don't have an attendee list to attach or input. Is there a way to set reminders for them to provide the attendee list on the event date or shortly there after? If not, what are my options to remind employees to provide the attendee names?

[MelanieT · Accepted solution]

@agolvcva Hello!  Thanks for reaching out to the SAP Concur Community 🙂  Can you clarify if the user is submitting the transaction before the actual event?  If so, there isn't a way to send a notification after the report has been extracted to the user to submit Attendees.  When they are submitting the expense, you could possibly set up a warning audit rule with just a reminder to submit attendees, but I don't think that this would solve the issue.  

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[agolvcva]

@MelanieT yes, the employee is submitting the expense prior to the event date. This is generally a deposit to hold the venue for the future event.

It sounds like I can't setup a reminder or alert. Is there a feature in Concur that allows the employee to set their own reminder or alert?

[leedau]

@agolvcva Thanks for the follow up post. Not at this time. This would be something you could submit as an improvement request. To view a new improvement request or vote on an existing improvement request, please visit the Customer Influence Website.