Understanding Delegates

[Royston_C]

Hi Everyone,

My name is Royston and im new to the SAP Concur Community. My organisation had recently implemented SAP Concur and many of us are still learning the amazing functionalities and what SAP Concur can do. I do have a question on Delegates and Segregation of Duties.

Assuming Staff A delegates to Staff B his/her Expense approval role, and staff B is A's line manager, in which A will approve B's claims. What happens when B submits his/her claims in Concur? Is he/she technically able to approve his/her own claims since he/she is also the delegate approver for A? Thanks in advance!

[KevinD · Accepted solution]

@Royston_C welcome to the community. Happy to have you here. You ask a great question. 

The system does not allow people to approve their own report in any situation. So, if A delegates approval to B and B submits and expense report (which would be in A's approval queue), B would be able to open the report but as soon as they try to approve the system will tell them they cannot approve their own report. In this case there are two options: 1. B waits until A is back in office to approve the report. 2. B reaches out to an Expense Processor who can go in and search for B's report and approve it for manager A. 

I hope this helps. Let me know if you have any other delegate questions. 

P.S. Even processors are not allowed to approve their own reports even though they are not Managers. The system is designed to have checks and balances therefore no one can ever approve their own report.