Managing Confirmation Agreements

Objective

After completing this lesson, you will be able to manage user and approver agreements in Concur Expense Professional Edition

Confirmation Agreements

Confirmation agreements in workflows are used when a company needs employees to acknowledge a legally required statement. They can be configured to appear for the following actions:

  • Submit: A user submits an expense report or cash advance
  • Approve: An approver approves an expense report or cash advance

Once the terms are accepted, Concur records the acknowledgement in the audit trail to meet legal and compliance requirements.

Screenshot of the Workflows section under the Confirmation Agreements tab. The interface lists three confirmation agreement names: User Electronic Agreement, Approver Electronic Agreement, and New User Agreement.

Configure Confirmation Agreements

Review the following steps to learn how to create a confirmation agreement.

Steps

  1. On the Workflows page, on the Confirmation Agreements tab, select New.

    Screenshot of the Workflows section under the Confirmation Agreements tab. The New button is highlighted in pink. Below, three confirmation agreements are listed: User Electronic Agreement, Approver Electronic Agreement, and New User Agreement.

  2. The Confirmation Agreement window appears. Complete the appropriate fields and select Save.

    Screenshot of the Workflows section on the Confirmation Agreements tab. A pop-up window labeled Confirmation Agreement appears. Fields highlighted in pink include Name (set to Agreement), Title (set to User Agreement), Text (set to By submitting this report, you agree that all receipts and expenses were accrued as a result of legitimate business needs.), and Editable By Group(s) (set to *Global). The Save button at the bottom right of the pop-up is also highlighted in pink. The background shows a list of existing confirmation agreements.

Result

The agreement is now available for association with your workflow. Note that you must have unrestricted administrator access to associate a confirmation agreement to a workflow.

Summary

  • Use confirmation agreements to capture required legal acknowledgements during Submit or Approve actions in Concur Expense workflows.
  • Concur stores accepted terms in the audit trail to support legal and compliance requirements.
  • Create an agreement from Workflows > Confirmation Agreements and select New.
  • Complete the agreement fields, then select Save to make it available for workflow use.
  • Only unrestricted administrators can associate confirmation agreements with workflows.

Reference

TopicLink
Confirmation AgreementsSAP Help Portal

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