Reviewing and Approving An Expense Report

  1. Log in to concur.charlotte.edu.
     
  2. On the Concur homepage, navigate to the left-hand side of the screen. 
     
  3. Select this icon to open Approvals > Approvals Home. 

     
  4. Select Approvals Home, then select the Report name to review the Expense Report details. 
    Note: There are three options:
    • Approvals Home - see pending Approvals for Travel Requests and Expense Reports. 
    • Requests - see previously approved Requests. 
    • Reports - see previously approved Travel and/or PCard Expense Reports.

       
  5. Select each expense to open the Expense Details, including viewing receipt images. 
    Note: Select Receipts >View Receipts in new window to see all attachments for this Expense Report in one window. 
     
  6. Select the Details dropdown menu to review the following information:
    • Report Header – details providing context about the report.
    • Totals – dollar totals.
    • Audit Trail – complete history of activity and audit messages.
    • Approval Flow - workflow approvers.
    • Comments – comments added by delegate, employee, or approvers.
    • Allocations – displays funding source allocation. On the Allocations for Report screen, select Summary to see details.
    • Travel Allowances > Expenses & Adjustments - displays the Travel Allowance adjustments. 
       
  7. To view a detailed outline of the Expense Report, navigate to Print / Email > * Travel & Expense Detail Report

     
  8. To add an additional review and approval of the Expense Report, see the Adding an Additional Approval Step to an Expense Report guide.
     
  9. Select Approve to certify that the Expense Report has been reviewed and complies with University policies.
     
  10. In the Approver Submit Agreement pop-up box, select Accept.

    Once reviewed and approved, the Expense Report is then removed from the Reports Pending your Approval list. 

    Note: To send the Expense Report back to the employee, select Send Back to Employee. When sending a Request or Expense Report back to an employee, enter a comment explaining the reason for returning.

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