This page will provide an overview of how to review and approve a travel request that has been submitted for approval through Concur.
Table of Contents
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.
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.
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.
Approving a Request
After reviewing request header details, expected expenses and attachments the Approver has options to:
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.
(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
Concur allows any approver that currently has a request in their queue to add additional approvers to the Approval flow of the request timeline, as desired.
Click the More Actions drop-down arrow and select Edit Approval Flow or Approve & Forward from the drop-down menu.
Click Add Step. Click within the User-Added Approver field, and then click the filter icon to select the search criteria.
Type the approver’s respective information in the search field.
Click to select a valid entry from the list of approvers. Click Add Step again and continue as needed to add additional approvers.
Click Save.
Click Approve. An email is sent to the new approver to notify them of a new request pending their approval.
Send Back to Employee
When a travel request is incorrect (e.g., does not conform to University policy, is not approved for budgetary means, or for any other reason, etc.) you can send the request back to the employee.
Click the More Actions drop-down arrow and select Send Back to Employee from the drop-down menu.
In the Add Comment field, enter a comment to the employee, explaining the reason for sending back the request.
Click Send Back. The request is sent back, and an email notification is sent to the employee.
Additional Support
For help with Concur, contact travel@uconn.edu.
For additional reference material, refer to the Training and Resources page located on the Travel Services page.