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.

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. 

Concur dashboard. On the top there are four separate tabs. These tabs are the following: Requests, travel, expense, and app central. The expense tab is highlighted by a green square with a green arrow pointing towards it.

Step 2: Click on the Expense Report that needs additional approvers added.

Under Manage Expenses, there is a JUL 2018 San Diego report that has not been submitted. There is a green arrow pointing towards it.

Step 3: Click on Report Details dropdown and select Report Timeline.

The Report Details tab has been clicked on. Within the drop down that emerges, the Report Timeline has been selected, and there is a green arrow pointing towards it.

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.

Under the Report Timeline, the approval flow is shown. The option to edit is selected, and there is a green arrow pointing towards it.

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.

Under Edit approval flow, there is an option to click on + Add Step. This option is selected, and there is a green arrow pointing towards it.

Step 6: To add an approver you can filter or search by Last Name, First Name, Email Address, Login ID, and Employee ID.

Under User-added approver, there is a drop down filter that emerges displaying 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.

Under the Edit approval flow, the approvers are displayed., with the user added approver.

Step 8: Once you have added your additional approvers, click on the Save button.

Under Edit approval flow, there is save button that is selected, with a green arrow pointing towards it.

Step 9: Click on the Close button to return to the expense report expense.

In report timeline, the green arrow is pointing towards the close button on the lower right hand corner.

Step 10: You can finish completing your expense report and submit it for approval by clicking on the Submit Report button.

Once all the edits are finished, the green arrow is pointing towards Submit report button on the right hand side.

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.