Overview
This article demonstrates how to check the status of a Request and Expense Report.
Essential Information
- The Approval Flow and Report Timeline functions provide a snapshot of who has approved the document, and who is next in line to provide approval.
- For more information on how to approve and how to change the workflow of a Request or Expense Report, please refer to KB0032238: How to Perform Tasks as an Approver in Concur.
- Please reach out to your department approvers (Supervisor, Financial Unit, Department Head, or Special Entertainment) if the document is pending their approval.
- If your department approver is unable to approve the document, please recall the document, change the approver, and resubmit for approval.
- For guidance on how to recall the document, please refer to KB0032247: How to Edit or Delete Concur Request and Expense Reports.
- If your department approver is unable to approve the document, please recall the document, change the approver, and resubmit for approval.
Next Steps
1. Watch the Concur: Request and Expense Report Status Training Video
Video: How to Check the Status of a Concur Request and Expense Report (Click above image)
2. Review the written steps below
NOTE: The following content is the same as what is covered in the video, only presented in a different format.
To Access the Approval Flow of a Request
1. Log into Concur using your Single Sign-On.
2. Select the Home dropdown and then click on the Requests module.
3. Select the Request
4. Select the Request Details then the Request Timeline from the drop-down menu, the Approval Flow reads from top to bottom.
5. To view the detailed Audit Trail, select the Request Details then the Audit Trail from the drop-down menu, which provides, Date/Time, Updated By, Action and Description.
To Access the Report Timeline of an Expense Report
1. Log into Concur using your Single Sign-On.
2. Select the Home dropdown and then click on the Expense module.
3. Select the desired Expense Report.
4. Select Report Details, then select Report Timeline from the drop-down menu.
5. The Approval Flow reads from top to bottom.
6. Select Report Details, then select Audit Trail from the drop-down menu, to view the detailed audit trail, which provides, Date/Time, Updated By, Action and Description.