Manage approvals from Microsoft Teams

Manage Concur expense approvals using Virtual Agent actionable notifications in Microsoft Teams to resolve the approval directly in the Virtual Agent conversation without involving a live agent.

Before you begin

• The Virtual Agent integration is supported only for users who have a user record in your ServiceNow instance. Users must link their accounts to Microsoft Teams and enable Virtual Agent notifications.
• Install the Approvals hub integration with the SAP Concur (sn_ex_cnc) plugin.

For more information on receiving notifications, see Conversational Integration with Microsoft Teams and Enable Virtual Agent notifications. For more information on Virtual Agent, see Virtual Agent.

Role required: approver_user

Procedure

1. Launch the Microsoft Teams application.

2. Open the Now Virtual Agent chat window.

3. Enter Show notification in the chat window.

4. View the report by selecting View Report.

   You can also view the report later by selecting Skip and entering Show notification in the chat window.

5. View expense and receipt items by selecting Expenses and Receipts.

   A maximum of 12 expense items are displayed in the report. To view all items, select View full report.

6. Approve or reject the report.

   Note: You cannot accept or reject a report if the assigned approver has been modified or the report has been updated or closed.

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Parent Topic:Employee actions

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