1. Getting Started In Concur
Approval Workflow

2. Goods & Services Request
Employees are not required to submit a Request for Goods & Services
Expense Report
If any item on an Expense Report is greater that $5,000.00, the Expense Report will first route to the employee’s HR Supervisor for approval, then to the Cost Object Approver for approval.
This scenario should only occur rarely, if ever, since all purchases exceeding $5, are required to be made through Procurement Services.
If all items on an Expense Report are less than $5,000.00, the Expense will only route to the Cost Object Approver for approval

3. Goods & Services Approval Workflow
Employee Submits Expense Report
Cost Object Approver Approves Expense Report
Goods & Services Expense Report

4. Travel
Request
All employees planning to travel on UD business must submit a Request in Concur
The Request is meant to serve as a notification of intent to travel and an estimate of associated costs.
The Request will first route to the employee’s HR Supervisor for approval, then to the Cost Object Approver for approval.
The expectation is that the HR Supervisor reviews the Request to verify that the business justification and date range of the proposed travel are appropriate and the Cost Object Approver reviews the Request to verify that the estimated costs are in line with their budget.
Expense Report
The Expense Report will first route to the employee’s HR Supervisor for approval, then to the Cost Object Approver for approval.
The expectation is that the HR Supervisor reviews the Expense Report to verify that the business justification for the completed travel is appropriate and the Cost Object Approver reviews the Expense Report to verify that the related expenses are in line with their budget.

5. Travel Approval Workflow
Employee Submits Request
HR Supervisor Approves Request
Cost Object Approver Approves Request
Travel Request
Travel Expense Report
Employee Submits Expense Report
HR Supervisor Approves Expense Report
Cost Object Approver Approves Expense Report

6. Credit Card Services Request
All employees seeking to request, replenish, close, or modify a UD Credit Card must submit a Request for Credit Card Services in Concur.
The Request will route to the employee’s HR Supervisor for approval.
The expectation is that the HR Supervisor reviews the Request to verify that the business justification for the UD Credit Card or card maintenance is appropriate.
Expense Report
There is no Expense Report associated with a Credit Card Services Request

7. Credit Card Services Approval Workflow
Employee Submits Request
HR Supervisor Approves Request
Credit Card Services Request

8. Questions? AskConcur@udel.edu udel.edu/procurement
Procurement Services