Expense Report
Get Started
- The approver receives an email notifying them of an expense Report pending their approval
- Sign into Concur or click the link provided in the email
- Access pending approvals from either
- My Tasks: Required Approvals on the homepage dashboard or
- The Approvals module
- Select Expense Reports to access documents pending approval
- Click on the Report Name to open the document
Hot Tip: For on-the-go approvers, the SAP Concur mobile app enables Default Approvers (e.g. supervisors) and Cost Object Approvers (e.g. PIs) to quickly approve trips even if you are away from the office.
Review & Approve
- Open the Report Header to view primary trip information
- Open the “Detailed Report” to view a full summary of all expenses, payment types and associated allocations
- Select individual expenses to view their details
- Attach additional receipt images and documentation if needed
- Adjust the "Approved Amount" of an expense if needed
- Once reviewed, select one of the following actions in the top-right:
- Send Back to User –If the Report needs corrections or is not approved, this sends it back to the traveler for correction and resubmission
- Approve – Moves Report to the next step in the approval flow
- Approve & Forward – Opens window to approve and send Report to an additional approver
Add an Approver
- Select “Approve & Forward” from the top-right action options
- Search for and select the additional approver
- Add comments if needed
- Click “Approve & Forward”
Alternatively
- Select "Approval Flow" from the Details drop-down menu
- Click the blue “+” to add an approval step
- “Save Workflow” or “Approve” from here
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