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Concur is configured to send reminders to both cardholders and approvers to help them meet the deadlines established in policy.

8.6.1. Unsubstantiated Transactions

Reminders will be sent to the cardholder for transactions that have not been substantiated. This includes being pulled into an expense report and submitted for financial approval. You will be advised that reports are to be submitted within 28 days of the post date.

• Reminders will be sent at 7, 14, 21 and 26 days and you’ll 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. Additionally, this will count as a violation of policy

Note: if you have reported to your CFAO prior to day 28 that you are travelling, the card will not be suspended, nor will it be a violation of policy. Please disregard notice.

8.6.2. 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.

8.6.3. 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.