Overview

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• This KBA demonstrates how to locate Concur unique identifiers as a user and approver
• • Requests: Request ID
  • Expense Reports: Report Key and Report ID
• These Request and Expense Report Identifiers provide quicker:
  
  • response time when submitting Service & Support tickets
  • search capabilities for Requests and Expense Reports 

Critical Concepts

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• When a Request/Report is created, Request/Report IDs are system-generated
• For those already familiar with navigating Concur, this information can be found in the Request Header and the Print Report function, respectively
• When submitting a Services & Support ticket, provide the Request/Report IDs
• The Report Key can be used in Oracle to research Concur documents to find payment status, check ledgers, etc.
  
  • For all documents approved before 2/16/2021, the Concur Invoice Number starts with TE_[Report Key]
  • For all documents approved on or after 2/16/2021, the Concur Invoice Number starts with TE_[Report ID]
• Alternatively, you can utilize PaymentWorks to search for payment status
• Approvers will only be able to find this information for documents where they are an assigned approver
• Delegates can access this information for others by acting on behalf of that user
• Please see the How to Act as a Delegate Knowledge Base Article for further details

Steps to Take

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Finding the Report ID as a User or Delegate

1. To find the Report ID as a user or delegate, login to Concur
2. Select the Expense module

3. Select the desired Expense Report 
4. Select Report Details, and then Report Header from the drop-down menu

5. Scroll down to locate the field: Report ID

a. The Report ID is a long alphanumeric value

Finding the Report ID of an Approved Document as a User or Delegate

1. Log into Concur
2. Select the Expense module

3. Select Active Reports to search for the date that the Expense Report was approved using the options: Last 90 Days, This Year, Last Year, Date Range

4. The Report ID can be found underneath the Report Name

Finding the Report Key as a User or Delegate

1. Open the desired Expense Report
2. Select Print/Share, and then **Report - Detailed from the drop-down menu

3. The Report Key is under the Report Header section

Finding the Request ID as a User or Delegate

1.To find the Request ID as a user or delegate, log into Concur
2. Select the Requests module

3. Select the desired Request 
4. Your Request ID is a 4-digit alphanumeric value found near the top of the page

Finding the Report Key, Report ID, Request ID as an Approver

1. To find the Report Key as an approver, log into Concur
2. Select the Approvals module

3. Select the Expense Reports tab

4. Select the desired Expense Report
5. Select Details, and then Report Header from the drop-down menu

6. Scroll down, below Business Purpose/Additional Information, is

a. The Report Key is a number of at least 4 digits
b. The Report ID, a long alphanumeric value

Finding the Request ID as an Approver

1. To find the Request ID as an approver, log into Concur
2. Select the Approvals module from the top of the screen

3. Select the Requests tab

4. Select the desired Request
5. Your Request ID is a 4-digit alphanumeric value found near the top of your screen