Approval Authority for Financial Transactions in Concur

As part of our ongoing efforts to strengthen compliance, accountability, and consistency in financial operations, a new policy has been implemented regarding Concur Request and Expense Report approval delegation. The full policy can be found at: "Approval Authority for Financial Transactions, Policy on"

Effective February 1, 2026, employees will no longer be able to delegate their approval authority in Concur. 

What Is Not Changing

This change does not affect the following roles or access:

·       Assistants and Travel Arrangers

·       The Preparer Delegate role for creating Concur Requests or Expense Reports

·       Reporting access

What This Means

Anyone with an approver role in Concur (e.g., Supervisor, Fiscal Officer, Principal Investigator, etc.) will no longer be able to delegate their approval authority for Concur Requests or Expense Reports.

Alternative to Delegation: Previewer Delegate Role

Concur offers a Previewer Delegate role as an alternative to delegation of approval. You will only be able to preview approvals if you are a supervisor in CORE CT or a primary FO on a KFS account.

A Previewer Delegate can:

·       Review Requests and Expense Reports before they reach the approver

·       Receive email notifications when a Request or Expense Report enters the approver’s queue (be sure the “can receive emails” is checked when giving permissions.

Open

·       Send a system notification to the approver when they have completed their review of the Request or Expense Report

·       Send Requests and Expense Reports back for correction, if needed

There is no limit to the number of Previewer Delegates that can be assigned.

Please refer to the “How to Add a Delegate” guide on the http://Travel.uconn.edu website

Delegation

Authorized Approvers in Concur are allowed to delegate their transactional approval responsibility to another Concur Approver if the employee will be out of the office for ten (10) or more consecutive business days and are not expected to perform or monitor University operations during that time. Approval authority cannot be delegated to a subordinate who holds a lower position at the University in relation to the Authorized Approver. Users may complete the “Concur: Account Delegate Exception Form” in Kuali Build to request a temporary delegation of approval. This form will route to the Department Head and Accounts Payable for review.

We appreciate your cooperation in implementing this important change. If you have questions or need assistance, please contact travel@uconn.edu.