Administrative Systems (AFIT)Concur Travel RequestTravel Request Adjustments Expense Type

Travel Request Adjustments Expense Type

These instructions cover how to adjust expenses on a travel request and expense report by an amount not to exceed.

Examples of when to use adjustments:

  • Adjusting the amount of an expense when driving instead of flying.
  • The department may use an “amount not to exceed” when it comes to covering the cost of the trip, and the user will need to adjust the total cost of the trip accordingly.

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

Travel Request Adjustments

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

Concur dashboard. There is a green arrow pointing towards the "Requests" tab on the top left corner.

Step 2: Click on the Travel Request that has expenses that need to be adjusted.

Active Requests tab. There are three requests in display. One of the requests is labeled, "JUL 2018 San Francisco, CA." This request is highlighted in green, and has a green arrow pointing towards it.

Step 3: Once the travel request is selected, click on the Expenses tab.   

There are five separate tabs within the request. Request header, segments, expenses, approval flow, and audit trail. Of the five tabs, the expense tab is highlighted by a green square and has a green arrow pointing towards it.

Step 4: Click on the New Expense button and a list of expense type options will show up on the right-hand side.    

Expenses tab is opened. There is a green arrow pointing towards the "New Expense" option on the top left-hand corner.

Step 5: Under Other, click on the Adjustment expense and begin to fill out the appropriate fields.

Expense Type list. There is a green arrow pointing towards the "Adjustment" option.

Step 6: In the Transaction Amount field put a negative sign in front of the dollar amount.

Example: -$550.00

Fill out all of the fields required in red and add in the Comments fields a note explaining the reason for the adjustment.

Adjustment expense itemization. There is a green arrow pointing towards the Transaction Amount option found in the lower left-hand corner. Negative five hundred and fifty dollars have been inputted into the Transaction Amount.

Step 7: Once you have finished filling out the appropriate fields, click on the Save button.

Adjustment expense itemization. There is a green arrow pointing towards the save button on the lower right-hand corner.

Step 8: From there you will see the total amount of your travel request go down by the amount indicated, i.e., $550.

Four options labeled "Attachments, Print/email, delete request, and submit request. The current status says not submitted and there is an amount for one thousand five hundred and fifty dollars.

Need more help?

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