Unable to forward to another user for approval

[bbuckman1974]

We have used Concur for many years. WE used to have an option when we approved an expense report to forward it to another manager for their approval before it was completed. Now the only options I see is approve or send back to employee. Can you please advise on this?

Thank you.

[andilillemoen23]

Good Afternoon,

This is called the approve and forward feature and has to do with the configuration. If you put in a case with support, they can get it to the team that can add this to your configuration if you are a professional customer. If you are a standard customer:

1. Go toAdministration>Expense Settings
2. Under thePolicyheading, look forExpense Approvalsthen clickEdit
3. In Step 2: Choose workflow preferences, enable允许经理添加另一个审批人列表from the list (uncheck box to disable)
4. ClickSave

Have a great day!

Andi

SAP Concur Consultant

[Tjustice]

This is a question I had as well and when I follow the instructions in the reply, I do not have a step 2 option. Does this mean we are a "professional customer"?