Approver

Expense Report

Get Started

  1. The approver receives an email notifying them of an expense Report pending their approval
  2. Sign into Concur or click the link provided in the email
  3. Access pending approvals from either
    1. My Tasks: Required Approvals on the homepage dashboard or
    2. The Approvals module
  4. Select Expense Reports to access documents pending approval
  5. 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

  1. Open the Report Header to view primary trip information
  2. Open the “Detailed Report” to view a full summary of all expenses, payment types and associated allocations
  3. Select individual expenses to view their details
  4. Attach additional receipt images and documentation if needed
  5. Adjust the "Approved Amount" of an expense if needed
  6. Once reviewed, select one of the following actions in the top-right:
    1. Send Back to User –If the Report needs corrections or is not approved, this sends it back to the traveler for correction and resubmission
    2. Approve – Moves Report to the next step in the approval flow
    3. Approve & Forward – Opens window to approve and send Report to an additional approver

Add an Approver

  1. Select “Approve & Forward” from the top-right action options
  2. Search for and select the additional approver
  3. Add comments if needed
  4. Click “Approve & Forward”

Alternatively

  1. Select "Approval Flow" from the Details drop-down menu
  2. Click the blue “+” to add an approval step
  3. “Save Workflow” or “Approve” from here

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