Administrative Systems (AFIT)Concur Approving in ConcurAdding Additional Approvers (New UI)

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.

Concur portal. The requests tab on the top-left corner is highlighted by a green square. There is also a green arrow pointing towards it.

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.

Under Request, there is a green arrrow and highlight showing how Request Timeline needs to be selected.

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.

Within the approval flow tab, the appropriate add step option had been clicked on and it created a drop-down menu. This drop-down contains the list of employees who can be approvers. With this example, the individual named has been selected.

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

Approvers. There are a total of three approvers that have been included in the approval flow.

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.

Expense report where you can add the additional approver.

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

To add an approver, select Report Details, then Report Timeline. Green highlights showing steps.

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.

When you find the approver's name, select it. Green highlights showing location of how to select the approver.

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

Select Save button to update the workflow. Green highlights showing location of Save button.

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

Close the Report Timeline window when you are done. Green highlights showing where to find to the Close button.

Need more help?

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