Concur Invoice Professional Edition Administration Help

Add or Change Expense and Invoice Approvers

To add or change approvers:
  1. On the user administration page, to add expense and invoice approvers, click Approvers (in the Expense and Invoice Settings section). The Approvers window appears.

    Refer to the Expense: Cash Advance Setup Guide for more information.

  2. Under Default approver for your expense claims, enter the details of the desired approver. The list displays possible matches.
  3. Select the desired approver.
  4. Click Copy, if desired. This will copy the expense claim approver into all other approver fields. If the approver does not have the appropriate approver roles, the fields will not be updated.
  5. Select the other approvers, if desired.
  6. Click Save.