Name: Using Expense Processor to Review and Approve Expense Reports in SAP Concur
Uploaded: 2025-4-11
Duration: 274 s
Description: You use the Expense Processor role to perform a final review of expense reports once all the appropriate managers have approved them.

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<div><div><div><p>You use the Expense Processor role to perform a final review of expense reports once all the appropriate managers have approved them.</p></div></div></div>

Using Expense Processor to Review and Approve Expense Reports in SAP Concur

You use the Expense Processor role to perform a final review of expense reports once all the appropriate managers have approved them. This function is typically performed by someone in payroll or accounts payable. On the Expense application, Note: to have access to the Process Reports area in the User Step of the Setup Wizard, in the User Permissions section under Expense, you must check either the Can Administer or Can Process Expense Reports checkbox. Select Processor. Select Process Reports. You can use the Expense Processor tool to perform several functions. In this demonstration, you will see how to process expense reports. Select Run Query. Reports ready for processing. This is the primary query that processors use. It returns a list of all expense reports that have been approved by all required managers and that are ready for a final review and approval by the processor. Reports Review in Progress. This query returns all expense reports that have been marked as requiring an additional review. Reports Review in Progress by me. This query returns all expense reports that you have marked as requiring an additional review. Select Reports Ready for Processing. You will see a list of expense reports and their approval status. This icon indicates that this expense report was sent back to the user for corrections at some point. This icon indicates there is at least one comment at the report header level. Place your mouse pointer over the icon to display the most recent comment. Select the icon to display the comment history for this expense report. This icon indicates that this expense report contains an exception. This is typically because an audit rule was violated when the report was created or approved. Select an expense report to open it. The Report Summary appears on the right side of the page. This area displays a summary of the money that will be disbursed  for this expense report. Select a line item to open it. The expense details open on the right side of the screen. This icon indicates that an item has been itemized. Select the right arrow icon to display the itemization details. Depending on your configuration, you might be able to edit some of the data. To hide the details, select the down arrow icon. To view additional information about this expense report, select the details drop-down arrow. Select Report Header to view the Report Header screen for this report. Depending on your configuration, you might be able to make some changes to the report header data. Select Totals to view how the money for this expense report will be disbursed. Select Audit Trail to view the history of an expense report, including who has reviewed and approved it and which exceptions have been triggered. Select Approval Flow to view the list of approvers that have approved this expense report. Processors will always have the ability to send an expense report to any additional approvers as needed. Select Comments to view the history of comments added to this expense report and to add additional comments. Select Allocations to review how expenses have been allocated. Depending on your configuration, you might be able to edit the allocations. Note: Depending on your configuration, you might also see options on the Details menu that provide information about cash advances or travel allowances. After completing the review of an expense report, you can mark it as requiring additional review, send it back to the employee, approve it, or send it to additional approvers for further review. Select Approve to approve these expenses and initiate the reimbursement process. Select another report to open. You use the Requires Review button to mark an expense report as being under review. This lets other processors know that an expense report is under review by someone else. Select Requires Review. Enter a Comment. Select OK. The expense report is now marked as being under review. Once the review is complete, use the Review Complete button to remove the Review in Progress designation. Enter a comment. Select OK. This concludes the demo. Thank you for watching.