Processing Expense Reports

Objective

After completing this lesson, you will be able to configure processor queue preferences.

Processor Queue Preferences Overview

You can use Preferences to manage the default query, choose the rows displayed in the list, open the next report in the list after a workflow change, and automatically display receipt images when you open a report.

The image displays the SAP Concur Expense Processor page titled “Reports Ready for Processing.” It shows a toolbar with Run Query, Group, List Settings, and Create/Manage Queries buttons. A table lists expense reports with columns for report name, submit date, employee name, approval status, report total, receipt status, cash advances, and payment status. Some rows show warning icons for entry level exceptions. Action buttons on the right include Delete Report, Mark Receipt Status, Clear Exceptions, and Change Approval Status. A Preferences panel is open with options to set a default query, limit the date range, choose rows per page, select a time zone, and toggle options to open the next report and automatically show receipts.

Configure Processor Queue Preferences

To configure Processor queue preferences:

Steps

  1. From the Process Reports page, select Preferences.

    The image displays the SAP Concur Process Reports page with the Processor tab selected. Action buttons include Run Query, Starting Group, Group, List Settings, and Create/Manage Queries. Additional controls include Mark Receipt Status, Clear Exceptions, and Change Approval Status. A Preferences drop-down appears on the right. A search area shows Report Name and Begins With filters, an input field, and a Go button. A results table below lists columns for Report Name, Submit Date, Employee Name, Approval Status, Report Total, Receipt Status, Cash Advance, and Payment Status.

  2. Select your desired preferences:

    1. In the Default Query field, select the query to run when the page is opened. Select None Selected if no query is regularly used.

    2. In the Rows in List field, select the number of rows to display on the page if there are multiple pages of results.

    3. Select the desired time zone for date/time searches.

    4. Select or clear the Open next report in list after workflow change check box.

    5. Select or clear the Automatically show receipts when report is opened check box.

    The image displays the SAP Concur Process Reports page with the Preferences panel open. It shows fields for Default Query (None Selected), Limit queries to reports dated within (3 months), Rows in List (50), and Time Zone ((GMT +01:00) Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna). It includes two checkboxes: Open next report in list after workflow change, and Automatically show receipts when report is opened. The page header shows Processor selected with action buttons for Run Query, Starting Group, Group, List Settings, and Create/Manage Queries.

Summary

  • Set default queries to streamline report processing.
  • Manage the number of reports shown per page.
  • Select your preferred time zone for accurate searches.
  • Automate opening the next report after workflow changes.
  • Choose to automatically view receipt images when opening reports.

Learning

SAP FacebookSAP YoutubeSAP LinkedIn