Approvers

• Typically the report is sent for payment.
• In some cases based on data in the report it may be routed automatically to additional central office approvers.
  • If spouse or domestic partner travel - BFS central office for approval.
  • Travel to a high risk country -Export control for approval.

DEA for an expense report is determined by employee’s primary job department in UCPath and it’s DEA in GMC.

DSA/DPA are GMC roles and are expected to assign Concur Approvers in GMC.

• Account Approver is skipped.
• Report will be sent to BFS central office for review. 

• Self-Approval is not possible in Concur.
• If DEA intends to travel reach out to Concur Administrator.

• Are additional approvers that departments decide a request or report needs.
• The role should be assigned in GMC.
• Additional approvers need to be manually inserted into Concur workflow
• DEA/Account approvers can insert additional approvers into Concur workflow.
• See how to add adhoc approvers
• Example: Department Director approval by Control Point.

• Backup approvers fill in responsibility of DEA (or) Account Approvers and the role should be assigned in GMC.
• DEA or Account Approver must add backup approver as their approver delegate in Concur.
• See Guide to Concur Delegates
• Example: DEA (or) Account Approver is out of office

• Yes, additional approvers can be added on an adhoc basis.
• The additional approvers must have an approver role assigned in GMC.

• No, DEA Approver cannot be a preparer in Concur.
• Self-Approval is not possible in Concur.
• Preparers and Approvers must be separate individuals in a department.

• Approvers can not change anything about a submitted request/report.
• The only actions an approver can take are Add an Approver, Approve, or Send Back to User.