To process expense reports in SAP Concur, you will need the following roles:
- Expense Processor or Expense Processor Manager role if in Professional edition
- Can Process Expense Reports role if in Standard edition.
To process an expense report:
- Log into SAP Concur and click Expense at the top of the screen.
- Mouse over Processor then select Process Reports/Claims.
- Click Run Query.
- Select Reports/Claims Ready for Processing. This will list all available expense reports you have the authority to approve.
- Click on an expense report to open it.
- Review all the expense entries.
- Verify and mark that the receipts have been received.
- To approve, click Approve on the top right corner of the page.
- If any information is incorrect, you can select Send Back to Employee instead.
- Add a comment clarifying why it is being sent back.
- Specifying if any changes need to be made to the report prior to submitting again.
Note:
- If the processor step is the last one on the workflow, the report will be sent for payment after it is approved by the processor. If it is not the last step, the report will go to the next approver in the workflow.
- As a processor, you will not be able to approve your own expense report.
For more information on processing expense reports, click here.
