Adding Additional Approvers (New UI)

These instructions cover how an employee can add additional approvers to a workflow for approving travel requests and expense reports.

Adding additional approvers is required if there are other funds, departments, or divisions paying for expenses.

If you need assistance with logging into Concur, please go to Logging into Concur.

Adding Approvers in an Travel Request

Step 1: From the Concur dashboard, click on Requests.

Select the Requests tab

Step 2: Click on the Travel Request that needs additional approvers added.

Select the request

Step 3: Click on the Request Details dropdown.

Select the request details DropDown

Step 4: Select Request Timeline.

Select Request Timeline

Step 5: Request Timeline window will display and you will see Approval Flow.

The Request Timeline window is displayed

Step 6: Click on Edit.

Click on the Edit link

Step 7: Use the Add Step to add an additional approver.

Click the Add Step link to add a new step

Step 8: Click on the appropriate icon and type in the name of the approver that needs to approve the travel request.

The employee needs to have an approval role in Concur to appear in the dropdown to be added to the workflow.

The drop-down contains the list of employees who can be approvers

Step 9: Once the approver has been added you can repeat steps 6-9 to add additional approvers, as appropriate.

Additional approver information

Step 10: When you have finished adding approvers, you can click on the Save button.

Click the Save button to save the approval flow

Adding Approvers in an Expense Report

Step 1: Select the expense report you want to add additional approvers.

Expense report where you can add the additional approver.

Step 2: Go to Report Details and select Report Timeline.

Select Report Timeline

Step 3: The Report Timeline window will display and under Approval Flow, you will see the workflow.

Report timeline will display, showing where the Approval Flow is located.

Step 4: Select Edit next to Approval Flow.

To edit the approval flow, select Edit. Green highlights showing location.

Step 5: The Edit Approval Flow window will display. Select Add Step to add an additional Approver.

Use Add Step to add an approver. Green Highlights showing location.

Step 6: Use the User-Added Approver field to search for the approver.

Use the User-Added Approver field to search. Green highlights showing location.

Step 7: Once you find the approver, select their name.

Green highlights showing location of how to select the approver

Step 8: The additional approver will be added. Click Save when you are done.

Click the Save button to save the approval flow

Step 9: The Approval Flow will save. Click Close when you are done.

Close the Report Timeline window when you are done

Need more help?

Contact Concur Support at [email protected] or at 657-278-3600.