Hi, I'm a delegate for over 20 employees. Is there a way for me to run a report showing all outstanding expenses that haven't been allocated yet?
@chrisdan you can run a report using Cognos reporting that would show this.
Do you know if you have Cognos access?
I do have Cognos access but have never used it for Concur.
There is a standard report in the Intelligence Standard report folder, under Accrual for Unsubmitted credit card transactions. You could run this and then filter out for just your people.
Do you know if there is a way to filter by year?
I definitely didn't find an Intelligence Standard report folder. Thanks for the tip. Still lots to learn.
To access the reporting function, I believe you need to request your organization administrator to grant you access permission to use the intelligence reports. Once the access is granted, you will start seeing that option on your home page named as "Reporting".
Ah. I will certainly request access. Thanks!