How to Create a Travel Request in Concur


Overview


Critical Concepts


Steps to Take


1. Watch the Concur: Travel Request Training Video

 

 

 

 

 

 

 

 

 

 

 

 

Video: How to Create a Travel Request in Concur (Click above Image)

Script: How to Create a Travel Request in Concur

2. Review the written steps below


The following content is the same as what is covered in the video, only presented in a different format.

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. Chart of Accounts (COA) information is required, confirm that you are searching for COA with the proper parameters by using this guide for more information

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

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

7. Next to the Request Header tab, select the Expenses tab

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 on the left under Expenses tab

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

13. The Requests page displays 

14. To track the Travel Request, in Requests, select Manage Requests

15. Select the Travel Request, select the Approval Flow tab - this will display a list of approvers and the order in which they need to approve the Request

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494