How to Create a Travel Request in Concur



This article details how to Create a Travel Request in Concur. 

Essential Information

Next Steps

Video: How to Create a Travel Request in Concur 

1. To create a Travel Request, log into Concur using your Single Sign-On.

2. Select the Request module, then select New Request.

3. In the Request Header tab, in Request Type, select Travel Request.

4. Fill out all of the necessary trip information, required fields are highlighted in red.

5. Be sure to add your Financial Unit in the required field. 

a. If you are unsure what to enter for this, please consult with your Fund Manager.

6. When complete with the Request Header entries, click Create Request.

7. After clicking on Create Request, the system will take you to the Expected Expenses section:

a. Estimate the Expenses that will be incurred by this trip.

b. The estimate will not affect your ability to claim Expenses.

c. The estimate provides the approver of this trip the expected amount/number of Expenses.

8. On the right hand side of the screen, select an Expense type from the menu, e.g. Air Travel Expense.

9. Fill out the Expense Type required fields, highlighted in red, e.g. Air Travel Expense.

10. Click Save.

11. Repeat Steps #8-10 until you have entered all of your estimated expenses:

a. For each Expense Type, a line item displays under Expected Expenses.

12. Select all of your Expected Expenses and click the Allocate button to add your Chart of Account (CoA). 

  1.  Required fields: Financial Unit, Approver, Project, Task, Fund (only required if not using a Project), Function (only required if not using a Project)

13. When finished entering your estimated Expenses, submit your Request by clicking Submit Request.

14. Once you submit the request, to track the Travel Request's approval workflow, select the Request Details dropdown and then click on Request Timeline.


If you need any additional assistance, please submit a ticket here.