Link expense report to approved request

[edoardo]

Hello community,

I've created an expense report from schratch but I need to link it to an already approved request. How can I do? I need to redo it using the blue button "Create Expense Report" in the approved request 😨😞 or can I link it in some way without re-doing it again?

tks in advance

[leedau · Accepted solution]

@edoardo Thanks for posting in the SAP Concur Community.

The user can link a Concur Request to an expense report by following these steps: 

From Expense:

1. Open the desired Expense Report
2. Click Report Details
3. Under Linked Add-ons
4. Click Manage Requests
5. The Requests window will appear
6. Click Add
7. Select the checkbox(s) for Request to add to the report
8. Click Add to Report
9. Click Close

From Request:

1. Go the Available Request and select it
2. Click the Create Expense Report button.

• This button appears on the Request header if:
  • The Request is approved, or was cancelled after approval
  • The Request is not yet Closed/Inactivated
  • The user's current Reimbursement Currency is the same as the currency used in the Request
  • The Assignable to Report option in the Request Policy used is set to: Unlimited or One
    • If set to One then the Request must not yet be linked to another report
    • If set to None, the request cannot be used on any expense report and will never have the Create Expense Report button

I hope this helps. 

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[edoardo]

@leedau Thank You for the tip, solution "From Expense" worked fine, !