Concur Expense Policy Exception Approval Workflow Requirements
This job aid summarizes the Concur expense policy exception approval requirements and associated workflow for travel and business expenses.
Last Revision: January 2021
Concur Expense Policy Exception Approvals Requirements
Concur Expense Audit Rules have been configured to require Payee / Financial Approver justification or route reports to Senior Business Officers for specific policy exceptions as outlined in the table below.
- Justification required by Payee and Financial Approval
- Use of Actuals and Per Diem on the same expense report
- Justification required by Payee Senior Business Officer Approval Required
- Meals over thresholds
- Justification required by Payee and Financial Approval
- Appreciation given for lodging in private home in excess of $100
- Justification required by Payee Senior Business Officer Approval Required
- Lodging over $525 domestic, $600 international
- Justification required by Payee and Financial Approval
- Travel beyond min days required for trip – for Personal reasons
- Justification required by Payee Senior Business Officer Approval Required
- Entertainment expense is greater than $1,500 or the per person cost is greater than $75
- Justification required by Payee and Financial Approval
- Clothing rental
- Justification required by Payee Senior Business Officer Approval Required
- Business performance or de minimis gifts to employees exceeding $100
- Justification required by Payee and Financial Approval
- Expenses with Miscellaneous Expense Type
- Justification required by Payee Senior Business Officer Approval Required
- Years of Service or Retirement Gift to employees exceeding $400
- Justification required by Payee and Financial Approval
- Business class air travel, if under 5 hours
- Justification required by Payee Senior Business Officer Approval Required
- Gifts to non-employees exceeding $600
- Justification required by Payee and Financial Approval
- First class air travel
- Justification required by Payee and Financial Approval
- First class rail travel
- Justification required by Payee and Financial Approval
- Lodging > $350 threshold domestically, $400 internationally
- Justification required by Payee and Financial Approval
- Meals and Travel requiring Spouse / Partner
- Justification required by Payee and Financial Approval
- Purchase of supplies, books, equipment exceeding $500
- Justification required by Payee and Financial Approval
- Missing receipts for expenses greater than or equal to $50. Air, Hotel, and Car Rental require original receipts
- Justification required by Payee and Financial Approval
- Reimbursement of expenses submitted in excess of 120 days
- Justification required by Payee and Financial Approval
- Fly America Policy Exception
Expense Reports submitted through Concur which contain exceptions that by policy require Senior Business Officer Approval and are not covered by existing audit rules, require the Supervisor / Initial Reviewer or Financial Approver to manually insert the Senior Business Officer as an Ad Hoc approver.