Maintaining Authorized Approvers

Objective

After completing this lesson, you will be able to manage authorized approvers in Concur Expense Professional Edition

Authorized Approvers

Authorized Approvers are users who have the standard Expense Approver role plus additional permissions that allow them to approve reports under specific conditions. They may be assigned either a Limit or Exception Level.

Review the terms below to learn more.

Limit Approval: The approver can approve an expense report when the total amount is equal to or below their assigned limit.
Exception Approval: The approver can approve reports that contain exceptions within a defined minimum and maximum exception level.

An Authorized Approver may have one or both permissions, and workflows can include any combination of standard approvers and authorized approvers to meet a company’s approval requirements.

Screenshot of the Workflows section in Concur Expense, showing the Authorized Approver List tab selected. The left pane displays a folder structure with various countries under the Global group, and Brazil is highlighted. The right pane lists cost object approvers for Brazil, showing columns for group, approver, authorized currency, approval limit, level, and whether exceptions can be approved. Four approvers are displayed for Brazil, with approval limits in BRL and US Dollar.

Configure Authorized Approvers

Review the following steps to learn how to configure authorized approvers.

Steps

On the Workflows page in Expense Admin, select the Authorized Approvers tab and then the Authorized Approvers sub-tab.
Select the appropriate level within the listed approval hierarchy and then select New.
Search for the Approver and enter the approval limit. If your company is using exception approvals, be sure to select Can approve exceptions. When you’re done, select Save.

Result

The selected approver’s approval limit is saved and visible on the Authorized Approvers sub-tab.

Summary

Authorized Approvers have the Expense Approver role plus permissions to approve within limits or exception levels.
Limit approval lets them approve reports with totals at or below their assigned amount.
Exception approval lets them approve reports with exceptions within defined minimum and maximum levels.
To add an authorized approver, go to Workflows > Authorized Approvers, select a hierarchy level, and select New.
Enter the approver, set limits, enable exception approvals if needed, and save to display on the Authorized Approvers tab.

Reference

Topic	Link
Assign the Proper Rights to Authorized Approvers	SAP Help Portal

Next lesson