• Accessing Required Approvals
• Reviewing P-Card Expense Reports
• Report Header
• Expenses: Line Item
• Expenses: View Receipts
• Approving Options
• Approving
• Approving and Forwarding
• Send Back to User

Step 1: You will see your Concur dashboard, along with the number of approvals that are required to be approved by you as an Approver.

Click on Required Approvals.

Step 2: You will see three tabs: Trips, Requests, and Expense Reports. You will also see the number of approvals you need to approve for each tab.

Select Expense Reports.

Step 3: In the Expense Reports tab, you will see Expense Reports that have been submitted to you for approval.

Click on the appropriate item.

In this example, JUL 2017 P-Card is selected.

Step 4: If you have a delegate set-up to preview expense reports, you will see a checkmark listed next to the report indicating that it is ready for you to review.

Step 5: After you click on the Expense Report, you can review Details and Receipts by clicking on any of the dropdowns. You can also download a PDF version of the Expense Report by clicking on Print/Email.

While reviewing expenses, it is highly recommended to review the entire Expense Report, with particular attention to:

• Details
• Report Header 
• Expenses  
• Line Item 
• View Receipts 

All expenses should be reviewed for the following:

• P-Card expense amount was selected appropriately
• P-Card expense amount is within the department’s budget
• Expense(s) have been itemized and match with the amount spent
• Receipts are attached to every expense

Step 1: To review the Report Header, click on Details in your Expense Report.

Step 1a: Click on Report Header under the Report section.

Step 1b: A pop-up window will appear.

You will see the Report Header of the Expense Report.

If any of the information needs to be changed, refer to Send Back to User for instructions on sending feedback of the report back to the user.

Once you are done, click on the X.

Step 1: Each P-Card expense is required to be itemized.

To review the expenses, determine an expense you want to review.

Then click on the drop-down arrow next to the expense.

Step 1a: You will see P-Card transactions that were itemized under IT Goods.

Click on that itemization.

Step 1b: An Itemization tab will appear on the right side of the Expense Report.

Review the fields to ensure correct information was entered.

Once you are done reviewing the itemization, proceed to do the same process on other expenses.

Step 1: To review the Receipts, click on Receipts in your Expense Report.

Step 1a: You can select either View Receipts in new window or View Receipts in current window, depending on your preference.

In this example, select View Receipts in new window.

Step 1b: A pop-up window will appear.

You will see all of the receipts attached to the Expense Report.

Once you are done, click on the X.

Step 1c: To review the receipts individually, click on one of the expenses.

Step 1d: Next, click on the Receipt Image tab.

This will show an image of your receipt of the expense.

Make sure the expense amount matches with the receipt.

After reviewing all the tabs, you will see three options:

• Approve
• Approve & Forward
• Send Back to User

The Approve button will approve the Expense Report, and move it to the next approver or notify the employee that the report has been approved.

• If you do not need to add additional approvers, proceed to Approving.

The Approve & Forward button will approve the Expense Report on your end and will forward the approval request to the next Approver (that you will designate).

• This option is best for situations where another department is paying for your employee’s expenses.
• If you are the Approver for your employee, but another department is paying for your employee’s expenses, proceed to Approving & Forwarding.

The Send Back to User button will send the Expense Report back to the user.

• Select this option if the employee needs to make corrections on the Expense Report.
• If you are sending the Expense Report back, proceed to Send Back to User.

Step 1: After you reviewed the employee’s Expense Report, select Approve.

Step 1a: A confirmation window will pop-up, asking you to accept or decline the Approver Electronic Agreement. Please read and respond.

Click on the Accept button to approve the Expense Report.

Step 1: After you reviewed the employee’s Expense Report, select Approve & Forward.

Step 1a: After you click on the Approve & Forward, a pop-up window will appear (as shown on the right).

Step 1b: Click in the User-Added Approver field, and another field will appear below.

The field below is where you can determine what category you would like to search by.

Click on the drop-down arrow by that field.

Step 1c: In this step, First Name was selected.

Do not forget to add a short comment to notify the alternate approver.

Click Approve & Forward.

Step 1: Select Send Back to User button when there are red exceptions, such as:

• Receipts/attachments are not attached to certain expenses
• Wrong naming convention
• Expenses not identified
• Expense amount is unreasonable (comments need to be added)
• Incorrect billing cycle dates

Step 1a: Type in the reason you are sending the Expense Report back to the user in the comment section.

Then click OK.