Naming Conventions

These instructions cover how to name the Report/Trip Name on the Concur Travel Request and Expense Report. 

Click on any of the links below to skip ahead to that section.

Naming Convention Summary

Travel Request/Expense Report

[Month] [Year] [Destination]

Month and Year for the travel date and the trip Destination.

Example: SEP 2017 San Diego, CA

This includes expenses paid by your P-Card, Cash Posting Order for the registration fee, University check for the registration fee, personal credit card, cash, etc.

P-Card Travel Expense Report

P-Card Travel [Month] [Year]

Month and Year for the P-Card billing cycle dates.

Example: P-Card Travel SEP 2017

This is only if travel expenses are paid on your p-card for other travelers.

Blanket Travel Request/Expense Report

Travel Request - Blanket 

Blanket Travel FY [Year]-[Year]

Example: Blanket Travel FY 2017-2018

Expense Report - Blanket 

Blanket Travel [Month] [Year]

Example: Blanket Travel SEP 2017

The Concur Expense Report (Blanket Travel) must be submitted on a monthly basis and only for the travel dates for that month. Select Blanket Travel (Mileage and Parking) for the "report/Trip Purpose" on the Concur Expense Report (Blanket Travel) and the Travel Request (Blanket Travel).

P-Card Goods and Services Expense Report

[Month] [Year] P-Card

Example: OCT 2017 P-Card

Naming a Travel Request (One-Time Travel)

Step 1: Under the Request/Trip Name box, type in the correct naming convention that corresponds to your Travel Request. 

Naming Convention: [Month] [Year] [Destination]

Example: NOV 2017 San Diego, CA

Naming a Travel Request (One-Time Travel). There is a green arrow pointing towards the Request/Trip Name field.

Step 2: Once you have filled out the Request/Trip Name, begin filling out the rest of the fields in the Request Header and complete your Travel Request.

Report header on Travel Request with completed fields.

Please see the Travel Request Quick Guide for instruction on how to create and complete a Travel Request.

Naming a Blanket Travel Request

Step 1:  Under the Request/Trip Name box, type in the correct naming convention that corresponds to your Blanket Travel Request. 

Naming Convention: Blanket Travel FY [Year] – [Year]

Example: Blanket Travel FY 2017-2018

Green area pointing to naming convention of Blanket Travel request.

Step 2: Once you have filled out the Request/Trip Name, begin filling out the rest of the fields in the Request Header and complete your Blanket Travel Request.

Blanket Travel request with completed fields.

Please see the Blanket Travel Request Quick Guide for further instruction on how to complete a Blanket Travel Request.

Naming a Travel Expense Report

Step 1:  Under the Report/Trip Name box, type in the correct naming convention that corresponds to your Travel Expense report. 

Naming Convention: [Month] [Year] [Destination]

Example: NOV 2017 San Diego, CA

Under the Report header, the report/trip name is selected, and there is a green arrow pointing towards it.

Step 2: Once you have filled out the Report/Trip Name, begin filling out the rest of the fields in the Report Header and complete your Travel Expense report.

Make sure to attach the approved paper Travel Request and TR document number.

Travel expense report with completed fields.

Please see the Travel Expense Report Quick Guide for further instruction on how to complete a Travel Expense Report.

Naming a P-Card Travel Expense Report

Step 1:  Under the Report/Trip Name box, type in the correct naming convention that corresponds to your P-Card Travel Expense report.

Naming Convention: P-Card Travel [Month] [Year]

Example: P-Card Travel SEP 2017

Green arrow pointing to Report/Trip Name field.

Step 2: Once you have filled out the Report/Trip Name, begin filling out the rest of the fields in the Report Header and complete your P-Card Travel Expense report.

Pcard Travel Expense Report with completed fields.

Please see the P-Card Paid for/by Others Quick Guide for further instruction on how to complete a P-Card Travel Expense Report.

Naming a Blanket Travel Expense Report

Step 1:  Under the Report/Trip Name box, type in the correct naming convention that corresponds to your Blanket Travel Expense report.

Naming Convention: Blanket Travel [Month] [Year]

Example: Blanket Travel SEP 2017

Green arrow pointing to Blanket Travel Expense Report naming convention.

Step 2: Once you have filled out the Report/Trip Name, begin filling out the rest of the fields in the Report Header and complete your Blanket Travel Expense report.

Blanket Travel Expense Report with completed fields.

Please see the Blanket Travel Expense Report Quick Guide for further instruction on how to complete a Blanket Travel Expense Report.

Naming a P-Card Goods and Services Expense Report

Step 1:  Under the Report Name box, type in the correct naming convention that corresponds to your P-Card Goods and Services Expense report. 

Naming Convention: [Month] [Year] P-Card

Example: OCT 2017 P-Card

Green arrow pointing to P-card Expense Report Naming Convention.

Step 2: Once you have filled out the Report Name, begin filling out the rest of the fields in the Report Header and complete your P-Card Goods and Services Expense report.

Pcard Expense Report with completed and incomplete fields.

Please see the P-Card Expense Report Quick Guide for further instruction on how to complete a P-Card Expense Report.

Accessing a List of Naming Conventions in Concur

Step 1:  Go to the Concur Homepage by clicking on the Concur icon at the top left of any page.

Green arrow pointing to Concur homepage on dashboard.

Step 2: Under Company Notes, click Read More to view a full list of helpful information, including naming conventions.

Green box highlighting Read More link under the Company notes.

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.