Email Notification Batches

[syaffie]

My organization recently did a staff survey regarding the staff's experience thus far with Concur Invoice.  While many provided positive feedback one critique that was consistent was the amount of email notifications an invoice approver was receiving.  Currently an approver is setup to receive an email every time an invoice is sent for approval.  If someone gets 20 invoices on a daily basis they are receiving 20 emails.  To avoid clogging up someone's inbox, has anyone worked with Concur to send a daily notification email that batches all invoices? I would love to hear if anyone else is experiencing similar issues or if a company has found a solution to lessen the amount of notifications.

[KevinD · Accepted solution]

@syaffie great question. You can set up an email reminder that would be sent on a daily basis for approvers to look at their invoices waiting approval. The approvers would need to go to Profile>Invoice Settings>Invoice Preferences and uncheck the An Invoice is waiting approval checkbox. This will prevent them from receiving an email each time an invoice is submitted to them, and clean up the "clogging".  

The email reminder will send one email that tells the approver that invoices are waiting approval. This reminder batch will run each night. You can set the condition to send email once when the condition is met. How this works is the system will look at all approvers who have invoices needing approval and send them one email reminder to look at their approval queue. 

Are you familiar with SAP Concur's condition builder?  If not, here is our Invoice Email Reminder Setup Guide: https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Inv/Inv_SG_Email_Reminders.pdf

After reviewing this document, let me know if you have any questions.