Section 1: Permissions
Concur Expense: Email Reminders Setup Guide 1
Last Revised: August 10, 2019
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Email Reminders
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Section 1: Permissions
A company administrator may or may not have the correct permissions to use this
feature. The administrator may have limited permissions, for example, they can
affect only certain groups and/or use only certain options (view but not create or
edit).
If a company administrator needs to use this feature and does not have the proper
permissions, they should contact the company's Concur administrator.
Also, the administrator should be aware that some of the tasks described in this
guide can be completed only by Concur. In this case, the client must initiate a
service request with Concur Client Support.
Section 2: Overview
The Email Reminders tool is used to manage email messages that can be sent to
users to remind them to perform certain actions, such as:
• Managing receipts: To remind a user that company policy states that they
cannot be reimbursed until the processor receives the receipts for an expense
report
NOTE: These are simply reminders; they do not prevent reimbursement of an
expense report. However, the admin can create an audit rule to
prevent reports from being submitted without receipt images attached.
• Approving: To remind the approver that company policy states that they
should approve expense reports or cash advance requests within a certain
period of time
• Using company card transactions in an expense report: To remind the
user that company policy states that they should attach company card
transactions to an expense report within a certain period of time
• Cash advance remaining balances: To remind the user to associate an
outstanding cash advance with an expense report
The Email Reminders tool sends the email to the user based on the time interval
defined within the configuration. For example, the email can be sent to the user if
the expense report was submitted seven days ago and the receipts have not yet
been received.