Concur Approver Training (Digital) – Training – Travel – UMBC

The goal of the Approver Training is to offer UMBC school, employees, and designated approvers with the information and expertise essential to successfully assessment and authorize journey requests and expense studies in SAP Concur. This session explains the approver’s tasks, their position in sustaining compliance with the Interim Travel Policy, and the impression they’ve on the effectivity and accuracy of UMBC’s journey course of. Participants will learn to navigate the approval instruments in Concur, consider journey and expense submissions, deal with exceptions, and entry out there sources for ongoing help.

Key Topics Covered:

• Role of the Approver: Defining the tasks of an approver and the way their actions contribute to the integrity, compliance, and effectivity of UMBC’s journey course of.

• System Overview for Approvers: Navigating the Concur approval dashboard, understanding journey request and expense report views, and monitoring gadgets awaiting motion.

• Approval Workflow in Detail: How journey requests and expense studies are routed for assessment and approval, together with timelines, workflow phases, and notification settings.

• Reviewing Travel Requests: Confirming journey particulars, verifying compliance with insurance policies, and making certain ample justification earlier than granting pre‑approval.

• Reviewing Expense Reports: Checking for accuracy in expense categorization, validating receipts, monitoring per diem and mileage calculations, and figuring out discrepancies.

• Compliance Checks: Ensuring all submissions meet the necessities of the Interim Travel Policy, together with documentation requirements and allowable bills.

• Exception Handling: Approving particular instances, managing exceptions to coverage, and understanding when extra assessment or escalation is required.

• Resources & Support: Accessing job aids, workflow charts, coverage references, and technical help for approving journey effectively and appropriately.

Who Should Take This Training?

Any UMBC worker assigned because the Authorized Approver or Cost Object Approver in SAP Concur.

Recommended for:

• Supervisors approving journey for school, employees, and college students

• Staff liable for approving journey prices charged to particular accounts or initiatives