Adding Additional Approvers (UI Upgrade)
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.
Click on any of the links below to skip ahead to that section.
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@example.com or at 657-278-3600.