How to Recall, Edit and Delete Concur Requests and Expense Reports


There will be a new Request User Interface (UI) in Concur Starting October 1. The process outlined below will not change but the screenshots will be outdated. We'll be working on updating all related knowledge base articles in the upcoming weeks. In the meantime, here is a quick look at how the new Request UI will look starting October 1.

Overview


Critical Concepts


Steps to Take


Recalling Requests or Expenses

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

Deleting Requests

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 Delete or Close/Inactivate 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

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