If your company uses the Report Recall feature, you (or your delegate) can recall an Expense Report at any time prior to a report status of Pending Payment. There is no limit to the number of times a report can be recalled.
To recall report:
- Navigate to the Expense tab at the top of the SAP Concur homepage.
- Click the expense report you need to recall.
- After the report opens, click the Recall button – (This is a blue button on the top right side of the screen as shown below in the screenshot. If you are on the SAP Concur Expense Legacy UI, the Recall button will show in orange, on the top right side of the screen.)
- A confirmation window appears. Click Yes.
- Once your Expense Report is recalled, you can now make the necessary corrections and Submit again, or delete the report, if needed.
When a report is recalled, the following actions take place in the system:
- An entry is written on the Audit Trail of the report.
- An email notification (if configured to do so) is sent to the report’s pending approver and to any approver delegate.
- The Workflow on the report is reset.
Note: the Recall button is only available to users if it is set up by the company’s configuration. If the Recall button is not enabled, then the submitted Expense Report cannot be recalled. If the Recall button is not available and you need to make a change to a submitted report, you will need to ask your manager or the processor to send the report back to you.
Administrators of Concur Expense can also recall or delete a report if need be.
- In order to recall a report that has been processed and is currently in a batch, go to Administration> Company> Tools> Payment Manager> Monitor Payees and search for the report that needs to be recalled or deleted.
- Select the necessary report and Place on Hold.
- Next you will need to search for the report from the Processor queue and recall the report to the Processor.
Reports can only be recalled to the processor if the batch is open and the report is set to On Hold.
