How to change the workflow in concur: FOR FINANCE TEAMS & MANAGERS ONLY

How to change the workflow in concur: FOR FINANCE TEAMS & MANAGERS ONLY

Vocabulary:   
Budget Officer formally Cost Object Approver  = The budget expert and first approver in the workflow for requests & reimbursement expense reports  
Compliance Officer = The travel policy expert and last approver on reimbursement expense exports. 
 
FOR FINANCE TEAMS & MANAGERS ONLY: To change the Budget Officer, Compliance Officer or Division Director download & fill out the new_FY26 Agency Workflow Add or Change Template attached. Then submit an  SAP Concur action form - Request Work Flow Changes ticket with the completed spreadsheet attached. 

Note: Make sure you fill out the specific tab corresponding to the action you wish to perform:
  1. To Add Compliance Officer (CO) to Reimbursement Expense Reports only  - Tab 720 EXP -ADD COMPLIANCE OFFICER
  2. To Remove Compliance Officer (CO) from Reimbursement Expense Reports only  - Tab 750 EXP -REMOVE CO
  3.  Add Budget Officer (BO) to Travel Request &/or Reimbursement Expense Reports - Tab  710 REQ_EXP -ADD BUGET OFFICER
  4. To Remove Budget Officer (BO)  from Travel Request &/or Reimbursement Expense Reports - Tab 760 REQ EXP REMOVE BO
  5. To add Add Division Director to Travel Requests only - Tab 720 REQ - ADD DIV DIRECTOR
  6. To add Remove Division Director from Travel Requests only - Tab 750 REQ - REMOVE DIV DIRECTOR

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