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Table of Contents
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Reviewing a Request
An email will be sent to the appropriate approver when a request requires approval.
From the Concur homepage, navigate to the top of the page and click Approvals. The Approvals view displays.
Click the Requests tab. A list of requests pending approval displays.
Click the Request Name or Request ID of the appropriate travel request. The travel request details display.
Review the travel request details.
If the Requests contains any Alerts, click the drop-down arrow to the top right to review.
Click the Request Details drop-down arrow and select Request Header from the list. Review travel dates, purpose, destination, business purpose, account number, etc.
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Business Start and Business End Date should reflect the business travel dates, excluding any personal dates that may apply. Personal travel dates should be noted in the Personal Travel Date fields, as applicable. |
Add Additional Information/Comments as desired to the Request Header. 9.
Review the Expensed Expenses menu. Click each expense to review details, including Estimated Amount.
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If a request does not include Air ticket, Car rental or hotel expenses that approver expects this traveler to incur during the respective trip, approve CAN send back to the traveler to update accordingly, and then traveler will resubmit for approval. |
Click the Attachments dropdown, and then click View Attachments to review any attachments added to the Request. Approvers can also click attach documents to attach documents to a Request.
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Click Approve to approve the Request. The request moves to the next step in the approval process. The next approver in the workflow receives an email, identifying a new request is pending their approval.
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(1) As an approver you can alternatively Approve or Send Back the Request via the Concur Mobile App. (2) If any part of the travel includes International travel, banned states, level 3 or 4 country/region, and/or embargo country, additional approval is automatically built into the Concur approval timeline. (3) If the travel will be conducted by a nonresident alien student, the Fiscal Officer approver must complete the "Business Expense Certification" field. Concur will prompt the approver to complete this field when required. For additional information, refer to http://tax.uconn.edu/concur . |
Edit Approval Flow/Approve and Forward
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