8.6. Concur Email Reminders
Concur is configured to send reminders to both cardholders and approvers to help them meet the deadlines established in policy.
8.6.1. Unassigned Transactions
- Reminders will be sent to the cardholder for transactions that have not been included in an expense report. You will be advised that reports are to be submitted within 28 days of the post date. Reminders will be sent at 7, 14, and 26 days and you鈥檒l be encouraged to notify your CFAO if you are traveling and unable to meet the 28 day time limit.
- On day 29, you will be advised that your card will be suspended until the transactions are substantiated and report submitted. Additionally, this will count as a violation of policy
Note: if you have reported to your CFAO prior to day 28 that you are traveling, the card will not be suspended, nor will it be a violation of policy. Please disregard notice.
8.6.2. Unsubmitted Report
Reminders will be sent to the cardholder for reports that have been prepared, but have not yet been submitted for approval. You will be advised that reports are to be submitted within 28 days of the earliest transaction post date.
- Reminders will be sent at 21 and 26 days and you鈥檒l be encouraged to notify your CFAO if you are traveling and unable to meet the 28 day time limit.
- On day 29, you will be advised that your card will be suspended until the report is submitted. Additionally, this will count as a violation of policy
Note: if you have reported to your CFAO prior to day 28 that you are travelng, the card will not be suspended, nor will it be a violation of policy. Please disregard notice.
8.6.3. Unapproved Report
A reminder will be sent to the approver on day 7 reminding them that policy requires that reports must be approved within 9 days. On day 10, the approver will be advised that it is a policy violation to not approve reports within 9 days.
8.6.4. Returned Reports
Reminders will be sent to the cardholder reminding them that a report was rejected/returned from an approver, and needs to be resubmitted. Reminders will be sent at 7 and 14 days.