Mobile Cost Approver Process
Objective
The purpose of Quick Reference Guide is to help you register your PIN, to begin using the Concur for Mobile app to approve Concur reports.
Concur for Mobile is an app for travel, receipts, reports, and approval of expense reports. It allows you to keep track of your expenses and stay productive anytime 鈥 from anywhere. Simply download the application from your Apple or Android app store. After you have registered (see below), select "Connect" and login with your OHIO ID and password.
How to Prepare to Use the Mobile App for Approvers with iPhones (iOS)
Currently the approval screen doesn鈥檛 display expenses, details and receipts for users using the iPhone Mobile (iOs) app. This is an issue which Concur is aware of and is working to resolve. Concur has offered the following workaround; which is to 鈥淭urn off鈥 the 鈥淣ew Expense Report Approval鈥 field in the mobile app to view the details of the report.
Step 1: Login to open the Concur Mobile App.
This screen is displayed when the user logs into the Concur Mobile app.
Step 2: Select the "Hamburger Icon" in the upper left of the screen
Step 3: Select "Settings"
Step 4: Select "Beta Features"
Step 5: Turn off "New Expense Report Approval"
Cost Object Approver Process in Concur Mobile App for iPhones (iOS)
Step 1: Login to open the Concur Mobile App.
This screen is displayed when the user logs into the Concur Mobile App.
- Expenses 鈥 PCARD transactions
- Expense Reports 鈥 List of expense reports (submitted and unsubmitted)
- Approvals 鈥 List of expense reports to approve (Available only for expense approvers)
Step 2: Select "Approvals" to open the "Report Approval" screen.
Step 3: Select on the report to "Open" the expense report.
Step 4: Select 鈥凌别肠别颈辫迟蝉鈥 to view receipts
Step 5: Select 鈥淪end Back鈥 to Send Back the report.
Step 6: Select 鈥淎辫辫谤辞惫别鈥 to Approve the report.
Step 7: When you select to 鈥淎辫辫谤辞惫别鈥 or 鈥淪end Back鈥 you can enter a comment.
Cost Object Approver in Concur Mobile App for Android Phone
Step 1: Login to open the Concur Mobile App
This screen is displayed when the user logs into the Concur Mobile app.
- Expenses 鈥 PCARD transactions
- Expense Reports 鈥 List of expense reports (submitted and
unsubmitted) - Approvals 鈥 List of expense reports to approve (Available
only for expense approvers)
Step 2: Select 鈥淎辫辫谤辞惫补濒蝉鈥 to open the 鈥淩eport Approvals鈥 screen.
Step 3: Select on the report to 鈥淥辫别苍鈥 the expense report
Step 4: 鈥淩eview Details鈥 is the default view when opening the expense
report.
Select 5. Select 鈥淓虫辫别苍蝉别蝉鈥
Step 5: Select 鈥凌别肠别颈辫迟蝉鈥
Step 6: Select 鈥淪end Back to Employee鈥 or 鈥淎辫辫谤辞惫别鈥 at the bottom of the expense.
Step 7: When you select to 鈥淎辫辫谤辞惫别鈥 or 鈥淪end Back鈥 You can enter a comment.
