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.
Step 2: Click on the Travel Request that needs additional approvers added.
Step 3: Click on the Request Details dropdown.
Step 4: Select Request Timeline.
Step 5: Request Timeline window will display and you will see Approval Flow.
Step 6: Click on Edit.
Step 7: Use the Add Step to add an additional approver.
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.
Step 9: Once the approver has been added you can repeat steps 6-9 to add additional approvers, as appropriate.
Step 10: When you have finished adding approvers, you can click on the Save button.
Adding Approvers in an Expense Report
Step 1: Select the expense report you want to add additional approvers.
Step 2: Go to Report Details and select Report Timeline.
Step 3: The Report Timeline window will display and under Approval Flow, you will see the workflow.
Step 4: Select Edit next to Approval Flow.
Step 5: The Edit Approval Flow window will display. Select Add Step to add an additional Approver.
Step 6: Use the User-Added Approver field to search for the approver.
Step 7: Once you find the approver, select their name.
Step 8: The additional approver will be added. Click Save when you are done.
Step 9: The Approval Flow will save. Click Close when you are done.
Need more help?
Contact Concur Support at [email protected] or at 657-278-3600.