Concur Compliance Reporting

[jasong1989]

Anyone have any best practices for accurate reporting on "booked outside Concur" reporting?

[JessicaL]

We use an Audit Rule that detects when trips are not booked with Concur - the user has to add a comment but can still submit - and we use the standard report under Compliance for Expense Exception Analysis. The "Travel" and "TripLink" reports tend to not have all the data for our configuration, so we base it on the audit rule. But, if you want a travel report, I would be interested to see what others use for this.

[jasong1989]

Really appreciate the feedback! Which audit rule are you referring to? 

[KevinD]

@jasong1989 There is an audit rule called No Matching Travel Reservation. Give this a look and see if it will help you. It is specifically for Airfare, Car Rental and Hotel expense types. If any of these are entered on an expense report and not associated to a booking done in Concur, it will flag the line item with a red exception. You can change the exception level if need be, in case you only want these items flagged with the yellow warning. If you notice the Exception code for this rule it is TRVRES. I mention this because in Cognos reporting, you can build a report that shows expenses that have this Exception code. 

I hope this helps. 

[NancyManchester]

Hello. I have this need also, to report travel booked outside of Concur; compliance to policy of using Concur and/or via the designated TMC agency.

@KevinD I do not have that Audit Rule or Exception in my Concur Expense Admin options - is this a standard option that I have loaded/added? Would I submit a support ticket for that?

thank you,

Nancy

[KevinD]

@NancyManchester They are there, just need to know what to search for. Below are screenshots of the exception and the two audit rules. The two audit rules are not active, so it might be as simple as just activating them. These screenshots are from your site. 🙂

[NancyManchester]

@KevinD Hi Kevin, thank you for the quick reply! Is there any documentation to review how/if this will work in our install? Could its effectiveness be diminished if we have certain other configurations enabled or disabled? I am new to Concur admin/config so sorry to ask so many questions and your support is greatly appreciated!

[KevinD]

@NancyManchester I believe these might be out of the box audit rules, so they should work with any SAP Concur site. There could possibly be some implications of activating them and a possible conflict with other audit rules, but I wouldn't be able to say for sure.

There is an easy way to test the rules if you have test users set up and/or a test group. You can apply the rules to a test group only so it wouldn't affect real users. That way you can see if there are any negative implications or conflicts before turning them on for actual employees.