How To Change Approver In Concur?

How to Change Approver in Concur

Concur is a popular expense management software that helps businesses track and manage their spending. One of the most important features of Concur is the ability to set up approval workflows for expenses. This ensures that all expenses are reviewed and approved before they are reimbursed.

However, sometimes it is necessary to change the approver for an expense. This could be because the original approver is no longer with the company, or because you simply want to change who is responsible for approving your expenses.

Changing the approver in Concur is a simple process. In this article, we will walk you through the steps involved.

We’ll start by discussing the different types of approvers that you can set up in Concur. Then, we’ll show you how to change the approver for an individual expense or for all expenses in a certain category.

By the end of this article, you will know how to change the approver in Concur so that you can ensure that your expenses are always reviewed and approved quickly and efficiently.

Step Action Explanation
1 Log in to Concur. Enter your username and password, and click Sign In.
2 Click the My Profile link. This will open your profile page.
3 Click the Approvers tab. This will display a list of your approvers.
4 Click the Edit button next to the approver you want to change. This will open the Edit Approver dialog box.
5 Select the new approver from the list. You can also enter a new email address for the approver.
6 Click the Save button. This will save the changes to your approver.

How to find your approver in Concur

1. Log in to Concur.
2. Click the My Tasks tab.
3. Under Approvals, click the Pending tab.
4. The list of pending approvals will be displayed.
5. To view the approver for a specific approval, click the Details link.
6. The approver’s name and email address will be displayed.

How to change your approver in Concur

1. Log in to Concur.
2. Click the My Profile tab.
3. Click the Approvals tab.
4. Under My Approvers, click the Edit link.
5. The list of your approvers will be displayed.
6. To change an approver, click the X next to the approver’s name.
7. Select a new approver from the list.
8. Click the Save button.

Changing your approver in Concur is a simple process. By following the steps above, you can quickly and easily update your approver information.

How to Change Approver in Concur?

Concur is a travel and expense management software that allows businesses to track and manage their employees’ travel expenses. One of the features of Concur is the ability to assign approvers to employees’ expense reports. This means that when an employee submits an expense report, it must be approved by the designated approver before it can be processed.

If you need to change the approver for your expense reports, you can do so by following these steps:

1. Log in to Concur.
2. Click on the “Expense Reports” tab.
3. Click on the “My Reports” tab.
4. Select the expense report that you want to change the approver for.
5. Click on the “Edit” button.
6. Click on the “Approver” field.
7. Select the new approver from the list.
8. Click on the “Save” button.

The new approver will now be notified that they have a new expense report to approve. They can approve the report by clicking on the “Approve” button. Once the report has been approved, it will be processed and the employee will be reimbursed for their expenses.

What to do if you can’t find or change your approver in Concur?

If you can’t find or change your approver in Concur, there are a few things you can do:

  • Check your company’s Concur settings. Your company may have specific settings in place that restrict who can approve expense reports. If this is the case, you will need to contact your company’s Concur administrator to request a change.
  • Contact your approver. If you know who your approver is, you can contact them directly and ask them to change your approver.
  • Contact Concur support. If you’re still having trouble changing your approver, you can contact Concur support for help.

Tips for working with approvers in Concur

Working with approvers in Concur can be a smooth process if you follow a few tips:

  • Be organized. Make sure that your expense reports are complete and accurate. This will make it easier for your approver to review your reports and approve them quickly.
  • Communicate with your approver. Let your approver know when you’re submitting an expense report and when you expect it to be approved. This will help to avoid any delays in the approval process.
  • Be respectful. Remember that your approver is doing you a favor by approving your expense reports. Be respectful of their time and make sure to thank them for their approval.

By following these tips, you can make the process of working with approvers in Concur as smooth as possible.

Changing your approver in Concur is a simple process that can be done by following a few steps. If you’re having trouble changing your approver, you can contact your company’s Concur administrator, your approver, or Concur support for help.

Working with approvers in Concur can be a smooth process if you follow a few tips, such as being organized, communicating with your approver, and being respectful.

How do I change my approver in Concur?

To change your approver in Concur, follow these steps:

1. Log in to your Concur account.
2. Click the Settings icon in the top right corner of the screen.
3. Click Approvals.
4. Click the + button next to Approvers.
5. Enter the email address of the person you want to add as an approver.
6. Click Save.

The new approver will now be able to approve your expenses.

What if I don’t know who my approver is?

If you don’t know who your approver is, you can contact your company’s Concur administrator. They will be able to tell you who is responsible for approving your expenses.

Can I change my approver more than once?

Yes, you can change your approver as many times as you need to. Just follow the steps above to add or remove approvers from your list.

What happens if my approver leaves my company?

If your approver leaves your company, you will need to add a new approver. To do this, follow the steps above to add a new approver to your list.

Can I change my approver’s email address?

Yes, you can change your approver’s email address. To do this, follow the steps above to edit the approver’s information.

Can I remove an approver from my list?

Yes, you can remove an approver from your list. To do this, follow the steps above to delete the approver from your list.

In this article, we have discussed how to change approvers in Concur. We first covered the prerequisites for changing approvers, then we walked through the steps to change approvers for expense reports, travel requests, and invoice approvals. Finally, we provided some tips for troubleshooting common problems.

We hope this article has been helpful. If you have any other questions about changing approvers in Concur, please contact Concur support.

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