Approval flow in Concur
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The approval flow in Concur Travel & Expense is assigned by selecting Details and then Approval Flow.
The approval flow should be as follows:
- Manager of the FOP
- Physician Services Manager or Financial Analyst for research funds and UMFA overhead funds
- Program Administrator for reimbursements or travel from a Residency Education Fund. U of M Travel information and assistance has stated that residents cannot have access to Concur; paper claims must be used (see Resident Travel Guidelines).
- Managing Director
- Department Head - only required for reimbursements for GFT Members and UMFA members
- Senior Finance Officer and the Senior Financial Assistant, UofM Max Rady College of Medicine - this process is only required for travel claims being charged to the GFT Travel fund 127898. The Concur claim has to be routed thru both of them.