The expense delegation configuration accommodates your requirement when you use authorized approvers with limits. If you do not use such a approval setup in your organization then I would assume that this can be checked via Concur intelligence reports. Assumption being that you have the employee level information available in Concur.
Hope this helps.
Best regards,
Rohan
@travelexpexpertI see. So, your company doesn't want Employees that are at the same level preparing and submitting reports for one another?
The thing with delegates and using the Can Prepare and Can Submit options is that there is only one choice for restricting this and that is by only allowing someone to add a delegate to prepare and submit that is in the same group as the user. Other than that, you cannot restrict who an employee adds as a delegate.
I'm still unsure of why your company has the policy it does in regards to delegates. Why do you not allow an approver with the same level of approval authority to approve for someone else? Maybe if you could provide some explanation as to the policy and reasoning behind it.
@KevinDI understand your quandary and admire your persistence.
It's just the policy that has been implemented by management.
That said I wonder why SAP Concur has made the decission not to develop the delagate feature more flexible. This would not be a big delvelopement and after all they do offer a very flexible work-flow feature. I am sure the current policy is not going to change just because a 'system' can't support
It's just one of these perhaps marginal issues we encounter from time to time, like in some countries pre-approval seems to be by law but it dosen't merit implementing Request.
Ole
@travelexpexpert我不知道为什么委托功能并不是一点more flexible, but let me throw this out there. I've been here at SAP Concur getting close to 15 years. This is the first time I've had someone ask about this. What that tells me is, that it isn't something a majority of our customers have thought they needed. If I had to guess, that is why isn't more flexible. Now, we have had many many customers ask about adding the Delegate feature to our mobile app and that has been implemented.
You could consider submitting your idea of having the option to restrict approving delegation to approvers one level up or higher through our improvement request program. That way it has visibility to others and they can vote on it if it something they think their company can benefit from. Let me know if you want the link to our improvement request.
