Resolving Submission Errors - Expense Delegates | Scribe

    Resolving Submission Errors - Expense Delegates

    • Kristin Lawrence |
    • 0 step |
    • 20 seconds

      Scenario 1 – Error Displays when an Expense Delegate Selects Ready for Review

      The expense delegate completes the expense report and selects Ready for Review. In some instances, Concur displays exception messages. Expense delegates should review warning messages and correct hard stop (red) errors
      Please note: You will receive a warning exception message alert indicating if a receipt is not attached to an expense. In the Expense, the attach receipt icon identifies expenses without attached receipts. Concur will trigger a hard error message if receipts are required and not attached. The error message will display until the employee submits the expense report, even if an expense delegate attaches receipts before notifying the employee.
      A pop-up window will display, informing you that the owner (employee) can only submit this report once all errors are resolved. If you can correct the issues, select **Resolve Errors** and take the appropriate action to fix the errors. If you cannot fix the errors, ensure the employee understands they are responsible for resolving them and select **Send for Review**.
      This message will display if receipts are not attached to an expense. Expense delegates should add the appropriate receipts before sending them for review. You can find instructions in the *Submitting Receipts QRG*. If the employee still needs to provide receipts, you can submit the report for employee review. The employee can attach the receipts or, if appropriate, complete the Missing Receipt Declaration before submission.
      If an expense delegate sends an expense report for review without receipts, notice different exceptions appear. In the example below, you will see a message indicating that an expense delegate submitted the expense report and a hard error message that the receipts must be attached.

      Scenario 2 – Changing the "Ready for Review" Status

      If you notify an employee that an expense report is ready for review and realize there is an error or need to add additional information, open the expense report and select Not Ready for Review. This action removes the status associated with an expense report.
      Continue working on the expense report and make the necessary changes. Once you've made the changes, select **Ready for Review**.

      Scenario 3 – Recalling an Expense Report

      If an employee has submitted an expense report for approval, the expense delegate can recall the expense report. Open the expense report and select **Recall Report**. The employee must submit the expense report again to restart\ workflow.
      A pop-up box asks you to confirm the action to recall the expense report. Select “Yes” to continue the recall or “No” to cancel.
      You will briefly see a message confirming the success of the recall. **Ready for Review** will replace **Recall Report**.
      The expense report status will display as “**Returned**” for both the expense delegate and the employee.
      Visit [concur.duke.edu/training](http://concur.duke.edu/trainingfor) for a library of Quick Reference Guides and other\ resources.
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