Adding an Additional Approver to an Expense Report

The approval workflow is manually established, with the flexibility to add steps as required. Concur automatically routes Expense Reports to the following departments if they meet specific criteria:

  • Office of Sponsored Projects Administration (OSPA)
  • Office of Research Services (ORS)
  • Financial Aid
     

To Add an Additional Approver

  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 Expense > Manage Expenses
     
  4. Select the Expense Report to review the details. 
     
  5. Select Report Details > Report Timeline.

     
  6. Select Edit on the Approval Flow.
     
  7. Select the 3 dots to add an additional approver above or below one of the automatic steps. 
     
  8. Enter the last name of the New Approver. Select the appropriate user's name to populate in the field. 
     
  9. Select Save after making all desired updates.
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Approver Visibility:

  • Standard Approval Steps: The names of the assigned individuals will appear as the request progresses through the workflow.
  • Cost Object Approver: The name(s) will not be visible until the request reaches (or has completed) that specific step in the workflow.
     
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