Multiple Different Approval Flows for Different Cost Centers

[williamba]

Hi All,

we would like to begin allowing our employees to use a monthly expense report in Concur for only their personal car mileage expenses that will be separate from when they take trips that include train, planes, and hotels.  Our problem is that our CFO doesn't want to approve these monthly personal car mileage travel requests in concur and so is there a way to set approval flows in concur that when it is a personal car mileage travel request, only the manager has to approve while for other travel request submissions, the manager and CFO (acting as the cost object approver) have to approve?

Kind regards,

Will

[KevinD]

@williamba you should be able to apply a skip step rule to reports that only contain the mileage expense type. Concur Support will need to confirm this. 

I looked at your site permissions and you do not have the permissions needed to edit the workflow. You will need to submit a Help ticket to Concur Support and have them make the change.

[williamba]

Hi Kevin, Thanks for your response.  We would need to do the skip step rule for approvals on requests only and not reports.  Is this something that can be done?  Additionally, I am a permissions administrator so what permission could I assign myself to be able to work on the skip step rule?  Thanks, Will

[KevinD]

@williamba yes, it can be done for Request as well. The permission you need cannot be self-assigned. That is why you need to submit your workflow skip step change to Concur Support. They will have to implement the skip step for you.