How to Select Approvers in Concur as a User


Overview


This KBA will walk you through the process of selecting your Approvers before submitting your Concur document

Critical Concepts


Steps to Take


If you Wish to Always be Asked to Choose your Approvers before Submitting your Concur Document

1. Log into Concur

2. Select Profile at the top-right corner

3. Select Profile Settings

4. Select Expense Preferences

5. Check the box next to the Prompt… For an approver when an expense report is submitted

6. Select Save

7. Repeat this process under Request Preferences if you wish to be prompted to add Approvers for Requests

8. Once the setting has been turned on, you will receive a prompt to choose your Approvers every time you submit a Request or Expense Report

9. If a name is already populated into the field, there is only one eligible Approver for the document

a. For any fields in white, type % into the field to view a list of available Approvers

10. Select your desired Approver

11. Select Submit Report when finished to continue the Expense Report submission process

Manual Edit of Approval Workflow

1. To manually edit the workflow for an Expense Report, select Report Details and then Report Timeline from the drop-down menu

2. Select the Edit button next to Approval Flow - the Edit Approval Flow screen will display

3. If a name is already populated into the field, there is only one available Approver for the document

a. For any fields in white, enter % into the field to view a list of eligible Approvers

4. Select your desired Approver

5. Select Save to save your selections

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494