'Review in Progress' status in the Invoices Processor role

[Rebecca]

Has anyone noticed in the Processor role in Invoices that you can now set an invoice to be 'Pending Review' from the Actions tab?

This feature is extremely useful for us as the AP team know that an invoice is being looked at.

Unfortunately the feature hasn't been set up properly as there is no filter selection in the Processor grid to filter for invoices which are currently 'Review in Progress'.  

So if an AP sets an invoice to be in Review they are unable to search for it again!!!

I have raised a case with Concur about this but they have told me that I have to submit a solution suggestion.

Does anyone have any idea how I can escalate this further to get a quicker response?

This is not adding additional enhancements, its about having the functionality of an existing feature set up properly.  

Thanks

Rebecca

[AmberLee]

You're absolutely right that this shouldn't qualify as an enhancement but more like quality control. Regrettably I've never had the privilege of "admining" (is that a word?) the Invoice side but I have done extensive research and I could swear this was included as a huge selling point that came with the basic package.

We need to get this question in front of a Concur Invoice specialist to see if they have better insight.

Intended to tag all the Concur folks from this community but drawing a blank on their specific usernames. I'll go look them up and tag them below.

@KevinD @KellyR @ChadM

[AmberLee]

@AshleyB @MeggieC @MitchellW @Josh

[KevinD]

I logged into one of our training sites and went to the Invoice Processor screen. Using the View dropdown, I saw the following:

I'm not sure why you wouldn't see these same two options for viewing Invoices that are in review. It is a pretty standard Processor status in Expense that has been around for several years, so I'm fairly certain that it would be the same for Invoice. Can you PM me your company name? I'd like to go in and take a look at your site.

[Rebecca]

@AmberLee - thanks for adding the relevant people to this thread!

@KevinD - we hadn't spotted it in the Query menu.  When I raised a case no-one told me this either.

The AP team use the search boxes at the top right hand side of the Processor grid to search for the invoices that they need to approve.  Why wasn't the Pending Approval status added there too ?  Can it be added there for completeness?

Thanks

Rebecca

[KevinD]

Rebecca,

You mean why wasn't the "Review in Progress" status added to the dropdown list you show in your screenshot? That I don't know. Possibly because it is found under the Query dropdown and also it might not be considered an Approval Status. I'm just guessing here as I'm not on the R&D team and don't know there reasoning behind this. Isn't it easier to just choose the query from the Query button dropdown rather than enter in the search criteria as you show in your screenshot? It's a lot less clicks because the query is already built for you. Are you seeing the Review in Progress options in the Query dropdown?

[Rebecca]

@KevinD that's exactly what I mean.  It is easy to run the query (once you know that it exists).  What we can't understand is why you would add an invoice status (eg Review In Status) to the Processor role but then you don't add that option to the search filter on the Processor grid?  You can perform a search for every other status but why not this one?  From a user perspective it is easier to search for everything in the same place.  Now I have to tell the AP team if you want to search for Review in Progress you have to run a query for it.  Its just not consistent.  

[KevinD]

Rebecca,

I see your point. I checked with a colleague and as I suspected, the reason it is not in the status dropdown is because Review in Progress is not an actual approval status. If you look at the status should still be in Accounting Review status, so the status didn't really change. It is somewhat of sub-status.

[Rebecca]

@KevinD  the category in which the Review in Progress status appears on the search filter menu is irrelevant.  The fact is it should be there as every other invoice status appears in there. 

[dayfrench]

Hi Rebecca,

In the "Process Requests" queue, you can search for "Requests Pending Review" and "Requests Pending my Review." Is this what you are looking for?

 Thanks,

Dana French

Wintrust

[Rebecca]

Hi Dana,

I need to have those two options on the drop down menu in the search box on the Processor grid. 

They are missing at the moment.  

It doesn't make sense and very confusing for users to have to go to Query to search for one status type and search in the grid for another. 

Thanks

Rebecca