Administrative Systems (AFIT)Concur Travel Expense ReportLinking Paper Blanket Travel Request (UI Upgrade)

Linking Paper Blanket Travel Request (UI Upgrade)

These instructions will cover how to attach an approved paper Blanket Travel Request to your Expense Report if your Department or College recently went live with Concur. This process can be skipped if you do not have a paper Blanket Travel Request.

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

Linking Paper Blanket Travel Request

Step 1: From the Concur Dashboard, click on the Expense tab.

Concur dashboard. There is a green arrow pointing towards the Expense tab on the top right hand side.

Step 2: The screen will refresh to Manage Expenses page.

Click on the Create New Report square. 

Manage Expenses page. There is a green arrow pointing towards the Create New Report option on the left hand side.

Step 3: Fill out the required fields in the Report Header.

In the Comments field, type in the TR# of your approved paper Blanket Travel Request. 

Report Header fields. The comment field is zoomed in.

Step 4: Once you finished filling in the required fields, click the Next button.

At the bottom of the report header, there is a green arrow pointing towards the Create Report button.

To proceed to the next step, scan your approved paper Blanket Travel Request into a PDF file.

Step 5: Your Blanket Travel Expense Report is created.

Attach your approved paper Blanket Travel Request by selecting Receipts.

Blanket Travel Expense report. The Manage Receipts tab is zoomed in.

Step 6: Select Attach Receipt Images.

Under the Manage Receipts tab, the Manage Attachments option is selected. There is a green arrow pointing towards it.

Step 7: A pop-up window will appear.

Attach your PDF file of the approved paper Blanket Travel Request.

Then click the Close button.

Attach to Report window. There is an option to upload a report level attachment in red.

For more instructions on how to attach documents, please see Concur Attachments Instructions.

Blanket Travel Expense Report Checklist

If you would like to use a checklist, click on Blanket Travel Expense Report Checklist.

Need more help?

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