Working with a Pass or Fail Exception

Objective

After completing this lesson, you will be able to manage a pass or fail exception on an expense report.

Pass or Fail an Exception on an Expense Report

How to fail an exception

To fail an exception for an expense report, choose the predefined fail reason configured in the Audit Response menu. Choose a predefined fail reason if the expense item violates company policy. If the report has at least one failed exception, then the report will be sent back to the employee.

A predefined comment will appear in the Comment to Employee field. You can edit the comment if required.

SAP Concur configured expense type showing auditor response options.

Edit comments to a fail exception

The Comment to Employee for each failed exception is editable for you. This is the field where you can add more information for the employee on how to correct the expense.

Note

Predefined comments are localized to the submitter’s language. Edited comments will not be translated.

SAP Concur auditor response with comment for out-of-policy expense.

How to pass an exception

All exceptions must pass for the report to be approved and move to the next workflow step. If at least one exception fails, the report will be returned to the employee.

Auditor Response: to pass an exception in an expense report, choose one of the options:

Option 1:

Pass - Incorrect Exception

The expense item was incorrectly flagged as an exception and does not violate company policy. No further action is required from the employee.

Option 2:

Pass - Exception Pass

The expense item does not violate company policy based on the company-configured pass options. No further action is required from the employee.

Option 3:

Pass - Approve with Exception

This option contains a predefined, localized message explaining why the exception is passed. For example, educate on the company policy or include guidance for future spending and expenses.

Note

The Comment to Employee field is enabled for this response. The message is editable, but be aware that localization of the edited text is unavailable when modifying the comment.

SAP Concur auditor responses showing various options for exception handling.

Additional Information

The experience is covered in more detail in the Concur Expense Tools Guide for Verify

Available checks and a description of when exceptions or events are raised are covered in more detail in the Library of Audit Checks.

Let's Summarize What You've Learned

Select a predefined fail reason to reject exceptions that violate company policy; reports with failed exceptions return to the employee.
Edit the Comment to Employee field for failed exceptions to provide guidance; edited comments are not automatically translated.
Pass exceptions by choosing the appropriate auditor response; all exceptions must pass for report approval.
Reports returned for auditor exceptions can be reviewed and passed or failed again after employee resubmission.

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