How do I choose an Initial Reviewer when submitting an Expense Report?
Learn how to choose an Initial Reviewer when submitting a Concur Expense Report.
What is it?
When you submit an Expense Report in Concur, the report will be routed to your Supervisor for approval. If you do not have a Supervisor in Concur, you may need to choose an Initial Reviewer from your Department for initial approval routing.
Who’s it for?
Those submitting Expense Reports who do not have a Supervisor in Concur and need to choose an Initial Reviewer for initial approval routing.
How do I do it?
1. After you complete your Expense Report, click the Submit button, then click Accept & Continue and Submit Report on the proceeding windows. If you require an Initial Reviewer, the Edit Approval Flow window appears.
2. Enter an asterisk “*” in the Initial Reviewer field. The names of all the available Initial Reviewers for your Department appear.
3. Select an Initial Reviewer from the list.
4. Click Submit Report.