When you are assigned as an expense report approver, you
will receive a system-generated email notifying you that there
is a report in your approval queue that requires your
attention.
These are the main areas of focus when reviewing an expense
report:
Review Report Header
This section contains basic information about the expense
report. These data points include the report name, purpose,
location, duration of the trip and any summary comments. The
report header can be accessed either by clicking on the ‘name’
field or using the ‘Details’ drop-down menu.
Check for Travel and Expense Policy
Exceptions
Rensselaer requires that travelers abide by the approved
Travel and Expense policy. For your convenience, the policy
guidelines have been coded into Concur wherever possible.
Violations identified by the system are denoted by red and
yellow icons. Approvers are required to confirm the legitimacy
and appropriateness of all expenses.
Review Individual Expense Item Detail
As part of the expense report approval process, you should
review the individual detail for each expense item contained in
the report including any receipt attachments and allocations.
Clicking in anywhere in the expense line opens the expense item
detail. Required data points contain left-justified red bars.
While not required, the traveler should provide a business
purpose for individual expenses as needed to provide context to
the approver. Please be aware that receipt documentation is
denoted by a blue check icon 
and may be attached individually at the line level (as is the
case in the example below), or with other receipts at the
report header level.
