Travel Approvers FAQ

Travel Approvers Frequently Asked Questions regarding SFA's travel software, Concur.

Table of Contents:

• How do I see what is pending my approval?

• How do I view the approval status of an Expense Report I approved?

• Can an Approver Delegate receive the Primary Approver's approval emails?

• How do I forward a Travel Request or Expense Report to an additional approver?

 

How do I see what is pending my approval?

Items that are pending your approvals can be viewed in two different ways.

Approvers will receive an automated email from Concur when there is an approval in queue.

Your approval queue can be accessed in a few ways:

• Approvals (near the top of the page)
• Required Approvals (near the top of the page)
• My Tasks (near the bottom of the page)

 

Viewing your approval queue:

1. Login to Concur
2. Navigate to your approvals queue by clicking one of the following:
   • Approvals (near the top of the page)
   • Required Approvals (near the top of the page)
   • My Tasks (near the bottom of the page)
3. Approvals are broken down between Request and Expense, select the appropriate tab to see items that are pending your approval

 

How do I view the approval status of an Expense Report I approved?

As a Concur Approver, the default view shows the Expense Reports pending your approval.

You can change the View to display the Expense Reports that you have approved in the past and then view the Approval Flow of a selected Expense Report.

 

Viewing the approval status on a previously approved expense report:

1. Login to Concur
2. Click the Approvals tab
3. Click the Reports tab (near the top)
   • The default view is Reports Pending Your Approval
4. Click the View drop down
5. Select the desired view of Reports you Approved
   • Views include various approval time frames (this month, last month, last year, all reports you approved, etc.)
6. Results for the selected view will be displayed
7. Select the desired Expense Report row to open
8. Click the Details menu
9. Select Approval Flow
10. This will display the approval workflow and status in a new window 

 

Can an Approver Delegate receive the Primary Approver's approval emails?

Email notification permissions must be selected in the primary approver's Concur profile settings for the delegate approver.

The Primary Approver must grant permission for their Approver Delegate to receive email notifications.

 

To allow your Approver Delegate(s) to receive email notifications:

1. Log into Concur
2. Go to Profile
3. Select Profile Settings
4. Select Request Delegates or Expense Delegates on the left side menu to view your delegates
   • Approval Delegates should have Can Approve checked
5. Check the box in the Receives Approval Emails column for your Approver Delegate
6. Click Save

 

How do I forward a Travel Request or Expense Report to an additional approver?

Forwarding travel requests and expense reports allows the addition of an approver.

To add another approver:

1. Review the request or expense report
2. Click Approve & Forward
3. Search for and select the desired approver
4. The Approval Flow page may appear. If it does, review the approval path and click Approve
5. You will be sent back to your approval queue
   • This process can be repeated for each expense report pending your approval, if needed.