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This page provides a general overview of an approver’s role in the CBS module of Concur.
Table of Contents
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Opening an Expense Report
When a CBS report is submitted through Concur, an email is sent to the identified approver(s), notifying them a report is pending their review.
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A reminder email is sent to an approver 5 days after the initial email, if the approver has not approved nor returned the report for correction. |
Reviewing an Expense Report
As an approver, you will need to review submitted CBS reports and approve them. A list of pending reports, CBS waiting for approval, can be found on the Approvals tab | Statement Reports once you log into Concur.
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Alternately, you can click each link in the Expenses list to review each expense details individually. |
Comments
Click the Details dropdown.
Click Comments.
Review for any applicable comments.
Add comments, as needed.
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Any comments pertaining to a specific expense line item will be listed, as non-modifiable text, at the top of the expense details. |
Receipts and Other Attachments
The Receipts area is designed to be a document repository available with each CBS report. You will find individual expense receipts, as well as various other supporting documents.
To View Receipts and Other Attachments
From the main expense report view, click Receipts dropdown.
Select View Receipts in New Window.
Approving a CBS Report
If it is determined that the report is ready to be approved, follow the steps immediately below.
From the main expense report view, click Approve. An attestation displays.
Read the details of the attestation.
Click Accept. The report will no longer appear in the Reports Pending your Approval list
Sending Back an Expense Report
As an approver, you will review submitted CBS reports and come across situations when additional information and/or corrections are required before approval can be granted. You can send the entire CBS report back to the Pro-Card Holder adding a required comment, which will require that the Pro-Card holder update the CBS report and resubmit.
From the main CBS report view, click Send Back to Employee. The Send Back Report window displays.
Enter a Comment for the Pro-Card holder, explaining why you are returning the report, and then click OK.
Adding an Additional Approval
Concur allows any approver to assign an additional approver in Concur, as desired.
From the main CBS report view, click the Details dropdown and then click Approval Flow. The Approval Flow for Report: screen displays.
Scroll down to the User-Added field.
Click one of the blue “+” icons.
Click the one of the “+” icons to add an approver to the approval workflow. A User-Added Approver field displays.
Click within the User-Added Approver field, and then click the Search Approvers By dropdown.
Click to select criteria to search by.
Type the approvers respective information in the search field. A filtered list of users displays.
Click to select a valid entry from the list of approvers.
If your review of this CBS report is complete, and ready for approval, click Approve.
If additional review is required for this report, click Save Workflow.
Continue the report review, as needed, and then click Approve once the review is complete. An email is sent to the user-added approver, notifying that a report is pending their review and approval.
Additional Support
For help with Concur, contact pcard@uconn.edu.
For additional reference material, refer to the Training and Resources page located on the Travel Services page.
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