Reviewing the List of Requests Pending Your Approval

Let's take a closer look at the key details of the approval process for Concur Request. Here are the important points to keep in mind:

• All users expected to approve a request must be assigned the Request Approver role by their system administrator.
• In some special cases, a user could also be made an Authorized Approver or Cost Object Approver, giving the approver the ability to approve only in certain cases, based on the details of a request. This course will not go into that level of detail.
• By default, approvers will receive an e-mail when a new request is added to their approval queue.
• In most cases, the system is configured to send the approver reminder e-mails if they take too long to approve a request.
• Depending on the configuration, approvers may have the ability to edit the request prior to approval.
• Approvers will always have the ability to approve a request or send it back to the user for corrections. The system can be configured to let approvers manually route the request to more approvers when needed.
• If a request is sent back to the user, it must go through the entire approval process again, upon resubmission.

If a user is assigned the Request Approver role, the SAP Concur homepage includes tiles for Required Approval and Approvals.

The Required Approvals tile shows the user the number of approvals in their approval queue. This number includes ALL items pending their approval: requests, expense reports, invoices, and trips. The user can select this tile to see the detailed list of those items.

The Approvals tile shows the user the number of approvals in their approval queue as well as a high-level summary of a few of them.

The user can select See All to see a detailed list of those items.

The user can select a specific item to see the details of that particular item.

Depending on the configuration, approvers might have the ability to approve multiple requests at the same time.

• To approve requests, users must be assigned the Request Approver role by a system administrator; special roles like Authorized Approver or Cost Object Approver may can also be applied on top of the basic permission.
• Approvers receive email notifications when new requests enter their approval queue, and reminder emails if action is delayed.
• Approvers can approve, edit (if configured), or send requests back for correction; returned requests must undergo the full approval process again upon resubmission.
• The system can be configured to allow approvers to forward requests to additional approvers if necessary.
• Approvers see Required Approval and Approvals tiles on the SAP Concur homepage, displaying the number of pending items (requests, expense reports, invoices, trips).
• Selecting these tiles allows users to view lists or details of pending approvals, and, if configured, to approve multiple requests simultaneously.