Approve a cash advance in Concur
Travel and p-card
How to approve a cash advance in Concur
To approve cash advances, you need cash advance administration permission in Concur. Email [email protected] to request permission.
From the Concur home screen, click Home > Tools in the upper-left corner of the screen.
You’re at the Tools screen. Click the blue text Cash Advance Admin.
You’re at the Cash Advance Admin screen. Select the Cash Advances tab.
Click the blue button Search. You don’t need to type anything into the blank field next to the search bar.
A list of travelers with cash advances will populate. Select the name of the cash advance to open the data entry screen.
In the data entry screen, select the Details tab to see the amount of the cash advance.
Select the Comment History tab to see the comments left by the person who requested the cash advance.
Select the Documents tab to attach a document or image to the cash advance. This is optional.
To approve the cash advance, click the blue button Issue in the bottom right.
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