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sp1ksmith
New Member - Level 1

Notify Expense Processor of Reports Ready to be Processed

Is there a setting somewhere that will notify our expense processor(s) that an expense report has been approved by the submitter's manager and/or second approver and is ready to be processed?  I've looked everywhere that I think I could (both the company expense settings and the user profile settings) and didn't see anything for this.

 

Thanks.

2 REPLIES 2
Munari_alEXPert
Frequent Member - Level 1

dear @sp1ksmith 

I guess it might be possible but really not advisable since the processor could have a filter set on their profile for expenses ready to be approved, avoiding unnecessary notifications.

Eventually there would be the need to create a specific query on their profile. here it is an example https://www.concurtraining.com/training-videos/40916

 

Instead of amount the processor would need to create a query with:  

Report --> "Approval status" equal to --> "Approved and Accounting Review" OR you might find useful also this link http://www.concurtraining.com/training-videos/40926

 

 

 

 

Kind Regards

Alessandro Munari - Travel Expense Project Manager
https://www.linkedin.com/in/alessandro-munari/
KevinD
Community Manager
Community Manager

@sp1ksmith there isn’t any setting to notify Processors of reports that are ready to process. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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