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pfarber
New Member - Level 1

Approval reminder

How does one prompt a reminder email to the approver for a pending report?

5 REPLIES 5
cjmarimo
Super User
Super User

Hello @pfarber 

 

I think you could do this (only for Professional edition)

 

Go to: Administration->Expense

cjmarimo_1-1718030464974.png

Go to: Email Reminders-> Rules tab

cjmarimo_4-1718030853620.png

 

cjmarimo_6-1718030971628.png

 

Go to: Email Reminders-> Emails Reminders tab

cjmarimo_2-1718030635574.png

 

Associate the reminder to the rule

cjmarimo_7-1718031270620.png

 

Concur Expense: Email Reminders (Expense - Professional/Premium edition) 

 

BR,

cj

 

 

pfarber
New Member - Level 1

unfortunately, I don't see these options on my view....

I'm the submitter, trying to prompt a reminder email to my manager.

 

Thank you, Patty

@pfarber 

 

You can enter the report and send the report to your boss with a comment.

cjmarimo_0-1718032144119.png

 

cjmarimo_1-1718032241886.png

 

cjmarimo_2-1718032307779.png

 

And your boss will receive this email with your report attached

cjmarimo_0-1718032584332.png

 

 

 

pfarber
New Member - Level 1

Thank you!!  🙌

 

KevinD
Community Manager
Community Manager

@pfarber when you submit a report, your approver is notified immediately that the report is in their queue. If they do not approve the report after a certain amount of days, the system will remind them. Once you submit, there isn't anything you can do in SAP Concur to send your approver a reminder. You would need to email them or send them an IM.


Thank you,
Kevin
SAP Concur Community Manager
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