Adding Travel Segments to a Travel Request
This guide will provide you with step-by-step instruction on how to add your Travel Segments.
Click on any of the links below to skip ahead to that section.
Table of Contents:
If you need assistance with logging into Concur, please go to Logging into Concur.
Inputting Travel Segments
Step 1: After saving the Request Header, Concur will generate a Request ID (equivalent to the TR#) at the top left of the page.
Step 2: Once your Request ID has been assigned, select the Segments tab.
Step 3: The icons available for segments are Air Ticket, Railway Ticket *, Car Rental, and Hotel Reservation.
To create any of the other segments, proceed to one of the following:
*The Railway Ticket segment is only for East coast and International travel.
Each aspect of the travel package must be separately itemized on the receipt for reimbursement or allowable Procurement Card charge.
- (e.g., itemized hotel charges, airfare, rental car, shuttle, etc.)
- No business-related travel should be booked through a vendor unless the traveler has confirmed with the vendor that each aspect of the package will be separately itemized on the receipt.
Inputting Air Ticket
Step 1: Select the Air Ticket icon.
Step 2: Fill in all applicable fields.
Step 3: Enter in the estimated Amount for the Air Ticket.
Check with your approver and/or Budget Coordinator on what is considered to be an appropriate estimate for Air Tickets.
Step 4: In the Outbound section, enter the airport you will be departing From.
Then, enter the airport you will be arriving To.
Step 5: Next to the Outbound and Return Dates are the departure times for each flight.
Input the appropriate times in Pacific Standard Time.
The Outbound and Return Dates are automatically filled in with the Start and End Dates of your trip (specified in the Request Header). Make sure to verify that these are correct.
Step 6: Once you have filled in all the required information, click Save.
Inputting Car Rental
Step 1: Select the Car Rental icon.
Step 2: Fill in all required and appropriate fields.
Step 3: Enter in the estimated Amount for the Car Rental.
Check with your approver and/or Budget Coordinator on what is considered to be an appropriate estimate for Car Rentals.
Step 4: Specify the City for both Pick-Up and Drop-Off.
Step 5: The Pick-Up and Drop-Off Dates are automatically filled in with the Start and End Dates of your trip (specified in the Request Header).
Make sure these dates are correct for your rental car pick-up and drop-off.
Step 6: Enter in any Car Preference you may have in regards to the rental car.
Example: No red cars
Make sure to do this for both Car Preference fields.
Step 7: Once you have filled in all the required information, click Save.
Inputting Hotel Reservation
Step 1: Select the Hotel Reservation icon.
Step 2: Fill in all applicable fields.
Step 3: Enter in the estimated Amount for the Hotel Reservation. Excludes updates, extras, insurance, etc.
Check with your approver and/or Budget Coordinator on what is considered to be an appropriate estimate for Hotel Reservations.
Step 4: In the Check-In section, type in the City where you will stay.
Step 5: The Check-In and Check-Out Dates are automatically filled in with the Trip Start and End Dates (specified in the Request Header).
Make sure these dates are correct for your stay at the hotel.
Step 6: Enter any additional details pertaining to your Hotel Reservation.
Example: Staying at the conference hotel with the conference rate.
Step 7: Once you have filled in all the required and appropriate information, click Save.
Travel Request Checklist
If you would like to use a checklist, click on Travel Request Checklist.
Need more help?
Contact Concur Support at concur@fullerton.edu or at 657-278-3600.