Get the free Approve a Concur Expense ReportQuick Reference

Approve a Concur Expense Report Quick Reference For the full instructions see http://maislinc.umich.edu/mais/pdf/PR TE Approve ExpenseReport SS.pdf 1. Open an Expense Report a. Concur notifies approvers

How to fill out approve a concur expense

How to fill out and approve a Concur expense:

1. Login to your Concur account using your username and password.
2. Navigate to the Expense tab and click on "Create New Expense Report" or "Start Expense Report".
3. Fill in the necessary details for the expense report, such as the purpose, dates, and currency.
4. Attach any relevant receipts or supporting documents to the expense report.
5. Enter each expense item individually, providing a clear description, category, and amount for each expense.
6. If required, allocate expenses to different cost centers or projects.
7. Review the expense report for accuracy and make any necessary adjustments or additions.
8. Once you are satisfied with the report, submit it for approval.
9. The expense report will be sent automatically to the designated approver(s) within your organization.
10. The approver(s) will review the expense report to ensure compliance with company policies and guidelines.
11. If the expense report requires any changes or additional information, the approver(s) may request edits or clarifications.
12. Once the expense report is approved, it will be processed for reimbursement or reimbursement may be issued directly.
13. The employee will be notified via email or within the Concur system regarding the approval status and next steps.

Who needs to approve a Concur expense:

1. Managers or supervisors: Approvals are typically required from immediate supervisors or managers responsible for overseeing the employee's expenses.
2. Finance department: In some organizations, the finance department may also need to review and approve expense reports before reimbursement.
3. Compliance or policy teams: Companies may have specific compliance or policy teams who ensure that all expenses adhere to company guidelines and regulations.
4. Higher-level management: Depending on the company's hierarchy, expenses above a certain threshold may require approval from higher-level management.

Note: The specific approval process and hierarchy may vary between organizations and may depend on individual company policies and guidelines. It is best to consult with your company's Concur administrator or HR department for accurate information regarding the approval process.

For pdfFiller’s FAQs

How do I edit approve a concur expense in Chrome?

Adding the pdfFiller Google Chrome Extension to your web browser will allow you to start editing approve a concur expense and other documents right away when you search for them on a Google page. People who use Chrome can use the service to make changes to their files while they are on the Chrome browser. pdfFiller lets you make fillable documents and make changes to existing PDFs from any internet-connected device.

How do I fill out approve a concur expense using my mobile device?

You can easily create and fill out legal forms with the help of the pdfFiller mobile app. Complete and sign approve a concur expense and other documents on your mobile device using the application. Visit pdfFiller’s webpage to learn more about the functionalities of the PDF editor.

How do I edit approve a concur expense on an Android device?

The pdfFiller app for Android allows you to edit PDF files like approve a concur expense. Mobile document editing, signing, and sending. Install the app to ease document management anywhere.

What is approve a concur expense?

Approving a concur expense involves reviewing and giving authorization for a business expense submitted through the Concur expense management system.

Who is required to file approve a concur expense?

Employees or individuals who have incurred business expenses and need approval from their manager or supervisor.

How to fill out approve a concur expense?

To fill out an approve a concur expense, log in to the Concur system, enter the necessary details of the expense, attach supporting documentation, and submit it for approval.

What is the purpose of approve a concur expense?

The purpose of approving a concur expense is to ensure that business expenses are valid, in compliance with company policies, and approved for reimbursement.

What information must be reported on approve a concur expense?

Information such as the date of expense, description of expense, amount, purpose, category, and any supporting documentation must be reported on an approve a concur expense.