Approvers

• 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.

• Department Expense Approver
• Account Approver 
• Back up/Adhoc-Approver - optional
• Assigned in GMC 

• 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.

• Delegates must be assigned by the Concur profile owner.
• View the Guide to Concur Delegates in the Knowledge Base

• 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

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

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.