Approvers

Approvals

The outline below contains the high-level steps and options. Refer to the user guide for details and screenshots: Concur User Guide for Approvers - provided by CSU.

Approver Overview

• • Types of Approvers

  • General Approver Responsibilities

  • Approval Notification and Time

Approving a Request (Card Services, Hospitality, Travel)

The steps to open a request for review and approval are the same regardless of the type of request. However, there may be differences in the information provided in each type of request. 

Review and approve, or send the request back to the employee, based on compliance with CSU system wide and SJSU policy.

• Approvals Page - select Authorization Requests in the Approvals box OR in the left menu, select the Approvals icon >  Requests.

• Review Card Services Request - review the card type, chartfields, and any other relevant data for the request.

• Review Hospitality Justification Form Request - auto-approved for our campus when no exceptions are present.

• Review Travel Request - review destination and take note of any personal days or provided meals

• Approve the Request - after reviewing all line items of a request

• Send Back to User - return the request to its owner for correction.

• Approve & Forward - During your review, you may choose to add an additional approver after your approval.

• Edit Approval Flow - Optional: You can add an additional approver(s) before or after the remaining approval steps. Use in place of a delegated approver. Delegation should be reserved for temporary coverage of your approver duties.

Approving an Expense Report or Procard Statement Report

The steps to review and approve an expense report or a ProCard statement report are the same. However, there may be differences in the types of expenses submitted on each report, so review each line item and attached documentation thoroughly.

Approvers are either the direct supervisor of the report owner, the DOA (cost object) approver of the chartfield(s) used, or both.

• • Approvals Page - select Authorization Requests in the Approvals box OR in the left menu, select the Approvals icon >  Requests.

  • Review an Expense Report or ProCard Statement Report - On the Expense Summary page, review any Exception messages at the top, any linked Requests or Cash Advances in the Summary tab.

Additional details to review for travel expense reports: personal days properly exclude expenses; any linked Travel Request or Hospitality Justification Form Request.

• • Approve the Report - after reviewing all line items of a report

  • Send Back to User - return the report to its owner for correction.

  • Approve & Forward - During your review, you may choose to add an additional approver after your approval.

  • Edit Approval Flow - Optional: You can add an additional approver(s) before or after the remaining approval steps. Use in place of a delegated approver. Delegation should be reserved for temporary coverage of your approver duties.

Helpful Icons When Approving

Concur icons will be displayed on line items to provide a quick visual on important details to assist with approval actions.