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peterlu
Occasional Member - Level 1

How to alert accounting once the expense report is approved?

Hello,

Is there a way to setup an alert to accounting once the expense report is approved? Thanks.

4 REPLIES4
SurjithK
Occasional Member - Level 1

What is the approval status when it send to Accounting ?

问候

Surjith

KevinD
Community Manager
Community Manager

@SurjithKThe default status is Approved & In Accounting Review. However, this name can be customized if need be.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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peterlu
Occasional Member - Level 1

Is there a way that Concur will send an email to accounting notifying the expense report is at "Approved & In Accounting Review" status? Thanks.

rohanpatil
Frequent Member - Level 1

Hi@peterlu,

You could theoretically setup a step rule in the approval step of the workflow and configure that step rule to send an workflow email notification to accounting email address. I am unsure as to why this is needed though. normally, Accounting will set a frequency (once daily) to check for claims ready for processing and then process them.


Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.


Best regards,
Rohan
Fellow Concur Site Administrator
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