How to know when a Request has been Expensed?

[schernau]

Hi all,

We have Concur Request and Expense. We allow users to attach one Request to many Expense Reports.

My question is - is there a way in Concur Request UI to see what Expense Report a Request has been attached to? I can see from the Expense side which Request is attached, but I cannot view the other way around.

Thanks!

[KevinD · Accepted solution]

@schernauI did a quick test on this and I wasn't able to see from the Request the report it was attached to. I'm thinking you can only see requests attached to reports from the expense report itself.

[KevinD · Accepted solution]

@schernauI did a quick test on this and I wasn't able to see from the Request the report it was attached to. I'm thinking you can only see requests attached to reports from the expense report itself.

[SylvainMuller · Accepted solution]

Hi,

I'm responsible for the Concur Request product strategy.

As part of our "Product Direction", we want to add an Expensed Summary section in Concur Request showing ExpenseReports attached to the Request. It will:

• display the list of expense report(s) and centrally reconciled invoice(s) (from theConcur Expense - central reconciliation feature) attached to a request.
• give employees visibility into the expenses that have already been processed, to help them focus on the remaining approved expenses.
• be available on the NextGen UI for Concur Request only.

Look for future roadmap updates herehttps://roadmaps.sap.com/board?q=concur&range=FIRST-LAST#Q2%202021to see when we target a specific time of availability.

Meanwhile, I'd like to recommend you to leverage the "Total Remaining Amount" field. It corresponds to the total approved amount for that request, minus all Expense Report entries matched with this Request. You can display the "Total Remaining Amount" on the Request Header form and thus see whether it reached "0" (i.e. the Request has been fully expensed) or a positive amount (i.e. there might still be spending to submit in an Expense Report).

Regards,