Closing Requests

These instructions cover how to close a Travel Request and a Blanket Travel Request in Concur. You should only close a request for trips that are canceled or have an expense report approved by Travel Operations and no further expenses need to be reconciled.

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

If you accidentally inactivate/close out the wrong request, please contact Concur Support at concur@fullerton.edu.

If you need assistance with logging into Concur, please go to Logging into Concur.

Closing a Travel Request

Before closing your travel request and blanket travel request, please confirm that you meet the following requirements:

  • All of your travel-related expenses have been accounted for on your expense reports.
  • There are no other expenses that need to be claimed or reconciled in Concur.
  • Travel Operations have officially approved your travel expense reports.

Step 1: From the Concur dashboard, click on Requests.

Concur portal. On the top left-hand corner, there is a requests tab that is highlighted. There is also a green arrow pointing towards it.

Step 2: Search for the Travel Request that needs to be closed out.

Requests tab has been opened. Under the active requests tab, there are multiple active requests.

Step 3: The expense link listed under the Action column indicates that the travel request is open. Only close the travel request if it meets the conditions from the previous steps.

In the Requests window, there is an action tab on the right-hand side. Under the action tab, there is an option to click on "Expense." This area is highlighted, and there is a green arrow pointing towards it.

Step 4: If you are not able to find your Travel Request, select View and click on Approved Requests.

Active Requests window. The View option has been clicked on, and a drop-down has emerged. In the drop-down, the Approved Requests option has been selected, and there is a green arrow pointing towards it.

Step 5: Once the page refreshes, click on the Travel Request that needs to be closed out.

Approved Requests window. Under the Request Name, there is a request that is highlighted. This request is called the March 2019 San Diego, CA request, and there is a green arrow pointing towards it.

Step 6: The page will refresh and depending on when your travel request was submitted and approved; you may see alert icons stating that you are Missing required field(s).

You can disregard the alerts.

Request Header tab. There is an alert listed that says, "Missing required field: Regions Traveling To."

Step 7: In the upper right-hand corner click on Close/Inactivate Request button.

Make sure only to select the Close/Inactivate button for a travel request that was canceled or has a travel expense report approved by Travel Operations and there are no further expense reports that need to be submitted.

The Close/Inactivate Request button is highlighted, and there is a green arrow pointing towards it.

Step 8: You will see a confirmation window asking you to confirm if you want to close it, select OK.

Close/Inactivate Request pop-up. On the lower right-hand corner, there is an option to click on "ok." This option has a green arrow pointing towards it.

Search for Closed/Inactive Requests

Step 1: To search for a Close/Inactive Request, click on Requests.

Concur Portal. There is a green arrow pointing towards the Request tab, located in the top left-hand corner.

Step 2: Select View and click on Closed/Inactivated Requests.

Approved Requests page. Under the View button, a mouse is hovering over the Closed/Inactivated requests option. There is a green arrow pointing towards it.

Step 3: From there select the request that you want to see more information on.

If you accidentally inactivate/close out the wrong request, please contact Concur Support at concur@fullerton.edu.

Closed/Inactivated Requests page. There are three separate requests that are listed under the Request Name.

Need more help?

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