Report Header (UI Upgrade)
These instructions will cover how to complete the Report Header on your Travel Expense Report.
Click on any of the links below to skip ahead to that section.
If you would like assistance with logging into Concur, please click on Logging into Concur.
Filling out your Report Header
Step 1: After you Create a New Report, you will be required to fill out the Report Header.
Fill in all required and appropriate fields.
- If you created a new report from scratch or by your available expenses, your Report Header will be blank.
- If you created your report by your approved Travel Request in Concur, specific information will be automatically populated into your Report Header.
Step 2: Confirm that the appropriate Policy option is selected.
Step 3: Under Report / Trip Name, make sure the naming convention is listed correctly.
[Month] [Year] Destination
Ex: JUL 2018 San Diego, CA
Step 4: Leave Report Date as the date that you are creating the report.
Step 5: For Report/Trip Start Date, change the date to the date you traveled on.
Step 6: For Start Time field, enter the general time you would normally leave.
Make sure you add AM or PM for the Start Time.
Step 7: For Report / Trip End Date, change the date to the date you returned from your trip.
Step 8: For End Time field, enter the time you would normally return.
Make sure you add AM or PM for the End Time.
Step 9: For Trip Type dropdown, select the appropriate option.
Step 10: For Main Destination City field, type in your main destination city that was listed from your Travel Request.
The main destination city must match exactly with your Travel Request.
Step 11: For Additional Cities Traveled To field, type in the additional cities and states that you traveled to during your trip.
Step 1: For Report/Trip Purpose dropdown, select the option that was listed from your Travel Request.
Step 2: For Event Name / Business Purpose field, type in the purpose of your trip. In addition, if you want information to show up in OBIEE, please list it in the Business Purpose.
Step 3: For Mailing Address Current?, select the check box if your residential address is current in the Accounts Payable System.
To confirm if your mailing address is up-to-date, email firstname.lastname@example.org.
Step 4: For Does this trip contain personal travel? dropdown, select the appropriate option.
Step 5: For Personal Dates and Locations type in the appropriate information if you had personal travel.
Step 6: For Division, Department ID, and Fund, make sure you have selected the correct options.
Step 7: Enter in the Comment section if you have the following:
- Have approved paper Travel Request-fill in the TR#
- Any additional details regarding your trip
Step 8: Once you finish filling out your Report Header, click on the Create Report button.
Travel Expense Report Checklist
If you would like to use a checklist, click on the Travel Expense Report Checklist.
Need more help?
Contact Concur Support at email@example.com or at 657-278-3600.