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Rensselaer Polytechnic Institute
Rensselaer Polytechnic Institute
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The Graduate School, Rensselaer Polytechnic Institute

Travel & Expenses

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Approvers

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.

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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.

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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 DT

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.

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