The Concur Mobile App complements the Concur web solution. In some cases, you'll need to use the Concur web solution to enable certain features in your profile in order to use them on your mobile phone. The following instructions will explain how to enable or use this feature in the web solution https://www.ConcurSolutions.com.
Introduction and Overview
Objective
After completing this lesson, you will be able to explain the expense report approval process for Concur Expense.
Concur Mobile App Complements Concur Web Solution
Introducing the Expense Report Approval Process
There are two key roles in the expense report process:
- User (submitting the expense). The user creates and submits expense reports, sometimes deleting, correcting, and resubmitting as needed.
- Approver (approving the expense). The approver reviews submitted expense reports and approves them for reimbursement or sends them back for corrections. Depending on your company's policies, an approver can add more review steps for an expense report, for example, if the expense report amount exceeds your approval limit or if the report contains allocations to a cost center that is not within your approval authorization. Your approver returns your expense report for you to correct and resubmit if any changes or additional information is required. The approver might be the user's direct manager, a senior or executive manager, a finance approver, a project approver, or other designated approver.
Note
Your organization may not have purchased or enabled all the products and features discussed in this lesson.
Viewing Your Expense Report Approval Workflow with Report Timeline
Are you wondering what happens to your expense report once you click the Submit button? Are you anxiously waiting to be reimbursed for an expensive trip and want to see where your expense report is stuck so you can "nudge" the approver? The Approval Flow window of the Report Timeline displays the route that your expense report follows once it is submitted. It must be approved by this route as defined by your organization.
Steps
With your expense report open, select Report Details→Report Timeline. See Figure 4.1 below.
The Report Timeline window appears. See Figure 4.2 below.
Review the information to determine where your expense report is in the approval process.
Select Close.
Result
Note
Not all workflow steps appear before submitting your report, as some workflow steps are based on audit rules that are executed after you submit the report. Your organization may not have purchased or enabled all the products and features discussed in this lesson.
SAP Concur Web Version
This task can be performed on the web version (the course in the below table) or on the SAP Concur Mobile App for Android (the instructions in this lesson, unless otherwise indicated) and iPhone.
| Title | Web |
|---|---|
| Getting Started with Concur Expense Learning Journey for Customer Users | https://learning.sap.com/learning-journeys/getting-started-with-concur-expense-learning-journey-for-customer-users |
Feel free to bookmark this for future reference. It will open in a new tab.
SAP Concur Mobile App QuickStart Guide (Mobile Android)
The SAP Concur Mobile App QuickStart Guide (Mobile Android) is an excellent resource to download and reference during and after the training. The topics covered will be similar but may not follow the same exact sequence as the training.
Feel free to bookmark it for future reference. It will open in a new tab. Once you've completed the download or bookmark, return to this tab to resume the training.