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  2. Approvers

Approvers

How many approvers can a department have?

  • Departments can have ONE Department Expense Approver (DEA).
  • Departments can have ONE Account Approver per chart string in the GMC.
  • Approvers can have have up multiple delegates.
  • Read more about How many approvers can a department have?

How many Concur Approver roles are available?

  • Department Expense Approver
  • Account Approver 
  • Back up/Adhoc-Approver - optional
  • Assigned in GMC 
  • Read more about How many Concur Approver roles are available?

Who can be an approver?

  • Any individual with Basic Concur user profile.
  • Approver role assignment is required.
  • Approver role assignments are done in GMC by DSA.
  • Approvers must have knowledge of policies that govern the reimbursement.
  • Read more about Who can be an approver?

How are delegates set up?

  • Delegates must be assigned by the Concur profile owner.
  • View the Guide to Concur Delegates in the Knowledge Base
  • Read more about How are delegates set up?

Why was my report sent to a different department for approval?

  • The DEA is determined by employee’s Primary Job/Home Department
  • If expense is for another Department the Traveler or Preparer delegate must change the DEA for that report

Reference: Knowledge Portal Article

  • Read more about Why was my report sent to a different department for approval?

What is the process when BFS returns a report back to the department?

When a Report requires corrections, BFS will return the Report to the person who approved at the Department Approval step

  • DEA or the Approver Delegate of the DEA
  • The Approver who receives the returned report should read the BFS Comments and work with the traveler to resolve the issue and re-submit the Report
  • Read more about What is the process when BFS returns a report back to the department?

Can we modify the approval screen?

The approval screen is a delivered Concur feature and is not customizable by UCSB. UCSB cannot add, modify or rename data fields on this screen.

  • Read more about Can we modify the approval screen?

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University of California, Santa Barbara
3201 Student Affairs and Administrative Services Building (SAASB)
Santa Barbara, CA 93106-2040

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