Concur does not differentiate between travel reimbursements, non-travel reimbursements, and Procard statement reconciliation. In the Concur system, they are all expense reports.
This is how the TR and TE designations are defined:
TR = All Concur Requests [R for request]
TE = All Concur Expense Reports [E for expense]
Regarding approvals in Concur, there are two different layers:
First layer = Direct Supervisor. Non-negotiable. Determined by the HR system and called 'reports_to'
Second layer = Up to 3 levels of designated approvers, as set up in the DOA Module, by Dept ID and Function ID [TR vs TE].
The DOA approvers are where a department can have the most control. However, it cannot be different for travel and procard. Whatever structure you choose will apply to all Requests [TR] and Expense Reports [TE] in the system.
To request additions or updates to the DOA for Concur - reach out to your college or division DRO for assistance.
If an employee's 'reports_to' is blank, or their 'reports_to' needs to be changed, please submit the Position Management Action Form in DocuSign that is linked from the Position & Job Reporting Structure Report webpage under People and Culture [formerly UP].