Alerts can refer to a lot of things in Concur, so it is important to know what to do when you receive an alert and how to address it.
Not all alerts need to be resolved, so it is important to understand what types of alerts you can still submit travel with and which ones need resolving. A yellow alert is a notification creating awareness about a specific entry on a report. One common alert example is when a transaction date is outside of the travel dates.
A red alert, or error, is triggered when an entry in your trip does not comply with policy or when entries contradict one another. An example of this might be an out-of-state destination with an "In-State" trip type.
While alerts can sometimes be overwhelming, they can also be helpful in keeping a trip compliant with policy and encouraging travelers to double-check their entries.
Alerts also provide a quicker reimbursement process, and that makes our travelers happy!
If a trip has alerts, they can be seen on the trip tile of the Manage Expenses page. Look at detailed alerts by clicking on the tile and using the Alert dropdown arrow. You can look at alerts specific to the expense line by clicking one expense and using the arrows at the top of your screen to toggle.
As you test Concur Expense, be sure to read any alerts you receive and confirm you can resolve them. If you are unable to resolve an alert, or if you are unsure what an alert message means, email the Concur Helpdesk.