Overview

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• This guide will demonstrate how to recall, edit and delete Concur Requests and Expense Reports
• This article assumes that you have already created a Concur Request or Expense Report

Critical Concepts

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• For information on creating Concur Requests and Expense Reports, refer to those KBA's   
• For guidance on how to review and edit documents as an Approver, refer to this Knowledge Base Article
• No Requests or Expense Reports can be edited or deleted while their status is Pending External Validation, wait for this status to pass before attempting to edit or delete

Steps to Take

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Recalling Requests or Expenses

• Requests can only be edited if they have not been submitted
• If your Request is pending Financial Unit Approval, you or your Delegate, may recall the Request using the Recall button
• You or your Delegate, will not be able to change the Request Type once you have submitted the Request
• If your Request has been fully approved, you cannot edit the Request and should initiate a new Request

• Expense Reports can only be edited if they have not been submitted
• If your Expense Report is pending Financial Unit or Central Office Approval, select the Recall Report button to recall it and make edits

Editing Requests 

1. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details

2. From the Concur home page, select Requests

3. The Active Requests page displays, select the desired Request

4. Review the Status of the Request

5. If the Request is not pending approval or is already approved, select the Request

6. Make any necessary edits to the Request using the same procedure as creating the Request

7. When the editing of the Request is complete, either select Save or Submit Request

Editing Expense Reports 

1. Log into Concur, using your single sign on credentials, see this Knowledge Base Article for more details

2. On the Concur home page, select Expense

3. The Report Library displays a list of Expense Reports

a. If the Expense Report is not pending approval or is already approved, you will be able to edit the Expense Report

b. Select the desired Unsubmitted Expense Report

4. The Manage Expenses page displays

5. To edit the Report Header, the Report Type, Report Name, or CoA information, etc., select Report Details, then Report Header

6. You will be able to edit any field that is not grayed out, after making any changes, select Save

7. To edit an Expense, select the Expense, the Expense Details display, make the necessary edits, then click Save Expense

Deleting Requests or Expense Reports

• Requests can only be cancelled/deleted if they have not been submitted
• If the Request is pending Financial Unit Approval, you may recall the Request using the Recall button
• Requests cannot be deleted by approvers and must be deleted by the user or their Delegate submitting the Request

• Expense Reports can only be deleted by the user or their Delegate if they have not been submitted
• If you or your Delegate need to make a change to an Expense Report and it is awaiting Financial Unit or Central Office Approval, select the Recall Report button to delete the document

Deleting Requests

• There are two types of deletions for Requests - Delete or Close/Inactivate a Request
  
  • These actions cannot be undone
  • Delete: For any Request that has not been submitted, this action will delete the Request and delete it from Concur, as if it was never created
  • Close/Inactive Request: For any approved Request, this action will retire an approved Request and prevent it from being linked with another Travel Expense Report
    
    • If a Request has a Project value entered, Closing/Inactivating a Request will remove the Commitment from the Project the next day

1. To Delete or Cancel a Request, log into Concur, see this Knowledge Base Article for more details

2. From the Concur home page, select Requests

3. The Active Requests page displays, select the desired Request

4. Select Close Request or Cancel Request to perform the desired action

Deleting Expense Reports

1. To delete an Expense Report that has not been submitted or has been returned to you, log into Concur, see this Knowledge Base Article for more details

2. On the Concur home page, select Expense 

3. The Report Library displays a list of Expense Reports

a. If the Expense Report is not pending approval or is already approved, you will be able to delete the Expense Report

b. Select the desired Not Submitted Expense Report

4. The Manage Expenses page displays

5. If you are able to delete an Expense Report, next to the Report Name, a Trash Can icon is displayed

6. Select the delete icon and on the Confirm Delete dialog box, select Delete