- By default, approvers will receive an e-mail when a request is added to their approval queue.
- If integrated with Concur Travel, prompt approval of requests is critical to minimize cost fluctuations of travel itineraries.
Steps
Open the Request to Approve
Select the request to approve from the Approvals tile.
Open the Request Header
Select Request Header from the Request Details dropdown.
Review the Header
Review the details and then select Close or Cancel.
Note
Depending on the configuration, approvers may be able to make changes during the approval process.
Open an Expense
Select an expense to open.
Review the Expense
Review the details and then select Cancel. Repeat this action to review all of the expenses.
Note
- Depending on the configuration, approvers may be able to make changes during the approval process.
- In some cases, the details may contain detailed travel information from Concur Travel.
Take an Approval Action
You can use the Approve button to approve the request. Additional options can be found under the More Actions dropdown. In this example, we will approve the request.
Confirm the Approval
Select the Yes button to confirm the approval of the request.
Result
This request has been approved and will continue to the next step of the approval process. Repeat this process for any other requests in your approval queue.
Now that you've practiced approving a request, we will take a brief look at the Request Processor tool.