Approvals - Manage Display Settings

[kmielke]

Is there a way to change the display settings within the Approvals section? Managers have noted that it would be easier to review their employees' expense reports if there was a way to toggle between the expenses/receipts using arrows (similar to what is available within the Expense section) or if there was a way to customize the View drop down list to group by different data? I've included a screenshot of the drop down list to which I am referring:

[PoojaKumatkar]

Hi @kmielke ,

With reference to below article, display settings are not available for approver role. Currently It is available for Processor role only.

If this answers your query, then please mark solution as accepted.

[kmielke]

Hi Pooja - So there's nothing that can be done for the approvers?

Additionally, I don't want the receipts to pop out in a new window. I just wish the system would allow the same display type within the Approver tab as there is within the Expense tab (shown below)

[PoojaKumatkar]

Hi @kmielke ,

For approver screen, there are two options to view receipts:

1. You can hover your mouse on receipt and it will open receipt pop-up window for which you can adjust the screen manually. 

2.  Click on Receipts >> select View receipts in current window option. This will open receipts window beside expense entry, similar to expense user view/screen.

Note - I just discovered this setting while looking for solution in system. 🙂

If this answers your query, then please mark solution as accepted.

[kmielke]

Hi Pooja - I see that option to showcase the receipts off to the right, however, it doesn't correlate to the related expense:

In order to see the receipt for the selected expense, the approver would need to either scroll through all the receipt copies, or select the Receipt Image tab. It just creates extra steps for the approver, not making it very user friendly.

Unfortunately, it seems like Concur is falling extremely short in this aspect.

[PoojaKumatkar]

Hi @kmielke ,

Unfortunately only for the expense user UI has been updated, not for the expense approver or expense processor.

However, if you enable settings explained in option 2 explained above in my previous response, it enables receipt tab on right hand side and with that you can see the receipt associated with the selected expense only. So you can keep on selecting expenses one by one and associated receipt will be visible besides just like expense user sees it but with old UI. 

I understand it is not as per the expectation but it will still reduce some clicks and toggle btwn expense and receipt tab. 

Regarding scrolling, if multiple pages receipt is attached then yes, approver need to scroll down to see all the pages. This is same as expense user.

As of now this the only option available.

[kmielke]

Hi Pooja - The image from my previous response was taken after following the steps in option 2. It does not display just the receipt image for the selected expense only. It displays all of the receipts from the expense report in one long PDF, not in any particular order. Therefore, it does not reduce any manual effort on the approvers end and requires scrolling through all receipts.

Is there an email for suggestions for Concur developers? I cannot imagine that we are the only ones who would like to see enhanced display settings for Approvers.

[PoojaKumatkar]

Hi @kmielke ,

Apologies for my previous response. Yes, you are correct, and I agree with you that option 2 is not the suitable option. While testing, I attached same receipt and did not check all pages by scrolling down and hence I did not observe this issue earlier. Just now I tested and observed the same issue with option 2. 

Regarding suggestion or enhancement request, lets add Kevin here. He will share link with you.

@KevinD - Can you please share the link here where kmielke can submit enhancement request. 

[KevinD]

@kmielke while I understand where you are coming from with your ask, I will be totally honest here. The system has functioned this way for as long as I can remember and I've been at SAP Concur 16 years. I mention this because in those 16 years, I haven't come across too many comments on how the approver and processor screens function in regards to viewing receipts. This tells me it isn't really much of an issue for a majority of our customers. 

You can certainly submit an enhancement request and see if it gets the votes needed to be implemented. Here is the link: https://pages.community.sap.com/topics/influence-adopt. Scroll down and you will see the SAP Continuous Influence link.