Adding Additional Approvers
These instructions cover how an employee can add additional approvers to a workflow for approving requests or reports. Adding additional approvers is required if there are other funds, departments, or divisions paying for expenses.
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If you need assistance with logging into Concur, please go to Logging into Concur.
Adding Approvers inside an Expense Report
Step 1: From the Concur dashboard, click on Expense.
Step 2: Click on the Expense Report that needs additional approvers added.
Step 3: Click on Report Details dropdown and select Report Timeline.
Step 4: The Report Timeline window will display, select Edit next to Approval Flow.
Contact Concur Support for assistance on adding an approver on a Travel Expense Report.
Step 5: Edit Approval Flow window will display, select + Add Step to add an approver that needs to approve the expense report. Employees can choose where an approver can be added in the workflow.
Note: The employee needs to have an approval role in Concur to appear in the dropdown list.
Step 6: To add an approver you can filter or search by Last Name, First Name, Email Address, Login ID, and Employee ID.
Step 7: Once the approver has been added you can repeat steps 4-6 to add additional approvers.
Note: You can add multiple approvers in the same location of the workflow.
Step 8: Once you have added your additional approvers, click on the Save button.
Step 9: Click on the Close button to return to the expense report expense.
Step 10: You can finish completing your expense report and submit it for approval by clicking on the Submit Report button.
Need more help?
Contact Concur Support at [email protected] or at 657-278-3600.