How do I submit an Expense Report for approval?
Submitting an Expense Report for approval in concur.
What is it?
After creating your Expense Report and adding all of your Expense items to the Report, you are ready to submit it into the Approval Workflow. After you click the Submit Report button, you must ensure that you accept the User Acceptance Agreement.
Who’s it for?
Anyone who needs to submit Expense Reports for approval.
How do I do it?
After you have added Expense Items to the Expense Report you created:
1. Click Submit Report. The User Electronic Agreement window appears.
Depending on your browser view (zoom), you may need to scroll down the User Electronic Agreement text to activate the Accept & Continue button.
Note: If desired, you can zoom out on most browsers by pressing Ctrl – (Control key and the minus sign) on your keyboard before clicking Submit to read the User Electronic Agreement text without scrolling and keep the Accept & Continue button active.
2. Scroll to the bottom of the User Electronic Agreement, if required, and click Accept & Continue.
The Report Totals window appears.
3. Click Submit Report. If you do not have a Supervisor in Concur, you may need to choose an Initial Reviewer from your Department for initial approval routing. For more details, visit the Concur Tips page: How do I choose an Initial Reviewer when submitting an Expense Report?