Resolving Submission Errors - Expense Delegates - New UI

When an expense delegate completes an expense report and notifies an employee that the report is ready for review, the expense delegate can recall the report if there are errors or if they need to add additional information/expenses to the report. This guide provides information on addressing errors identified when the expense delegate selects Ready for Review, changing the “Ready for Review” status, and recalling an expense report.

Kristin Coombs
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11 steps
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22 seconds

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

Click [here ](https://duke.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=13ba4f06-b9aa-470d-8891-b21a0138b0a1)to watch a 4-minute and 52-second video addressing errors identified 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.

In the **Report Totals** pop-up window, confirm the report totals are correct and select **Ready for Review**.

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.

From the **Employee View**: 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

Click [here](https://duke.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=744e3f49-3bcc-45d2-a202-b21901421f35) to watch a 1-minute and 54-second video demonstrating how to change the Ready for Review status as an expense delegate.

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

Click [here ](https://duke.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=41f48603-f041-4438-b53c-b21800cf97de)to watch a 1-minute and 31-second video demonstrating how to recall an expense report as an expense delegate.

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 report will be listed as **Returned** in red.

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.