Linking Travel Request

These instructions will include how to link a Travel Request to a Travel Expense Report.

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

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Linking Online Travel Request

With these simple steps, you can link your Online Travel Request to your Expense Report. By linking your Travel Request, some of the information from your trip will automatically populate making it an easier process to submit your Expense Report.

Step 1: Begin by clicking on Requests.

Green arrow pointing towards Requests tab in Concur dashboard.

Step 2: On the coordinating travel, click on Expense.

By selecting Expense, your report will be created and pull the details of your trip.

Arrow pointing towards Expense link to create Expense Report.

Step 3: Your screen will refresh and you will see your expense report has been created.

Your screen will refresh and you will see your expense report.

Step 4: To confirm that your travel request was linked to your expense report, select Report Details and Manage Requests.

Report Details tab with dropdown menu for Manage Requests option.

Step 5: From there, a pop-up will show and you will see if a travel request is listed.

If you see a travel request listed, this means it has been linked to your expense report.

Step 6: From there, the Expense Report will be created which will allow you to add expenses.

To begin/add a new Expense, click on + Add Expense.

Refer to Travel Expense Reports and P-Card Expense Reports for more information on how to add expenses. 

Arrow pointing towards New Expense button.

Linking Online Travel Request with existing Expense Report

With these simple steps, you will be able to link your Travel Request with your existing Expense report. Be sure to select the appropriate Travel Request when linking to your Expense Report.

Step 1: Begin by clicking on Expense.

Arrow pointing towards Expense tab on Concur dashboard.

Step 2: Click on the appropriate Expense Report. For example, we will select the Expense Report “JUL 2018 Las Vegas, NV.”

Arrow pointing towards an Expense Report under Active Reports.

Step 3: Your screen will refresh. Once you are on this page, head to Report Details.

After you click on Report Details, select Manage Requests.

Arrow pointing towards Details tab which opens up dropdown menu. Dropdown menu includes Report Header option.

Step 4: After you have selected the Manage Requests, this pop-up will emerge.

Request window will display and you can see if a travel request is listed.

Step 5: We will need to add a Travel Request that we had made previously, in order to create a link with our Expense Report.

Begin by clicking Add.

Step 6: From there, a pop-up will emerge and you will need to select the appropriate Travel Request that you would want to link. For this example, we will be linking the Nov, 2019 Washington, DC Requests.

Once you have checked the box, click Add To Report on the lower right-hand corner.

Step 7: Once you have clicked Add To Report, you will be directed back to this pop-up and will notice that the Request that we had chosen had been added.

From here, all you need to do is click Close

Step 8: After you have clicked Close, you are then free to add any expenses that you have.

New Expense tab which has opened up to select type of expense to input.

Linking Online Travel Request with a New Report

By following these simple steps, you will be able to create a new Expense Report and link an existing Travel Request to that new report. By doing so, some of the information from your trip will auto-populate, making it easier to submit your Expense Report.

Step 1: Begin by clicking on Expense.

Green arrow pointing towards Expense tab on Concur dashboard.

Step 2: Click on the appropriate Expense Report. For this example, we will be selecting Create New Report.

Green arrow pointing towards Create New Report function under Expense tab.

Step 3: Your screen will refresh. Once you are on this page, you will notice that you are prompted to fill out your Expense Report as you normally would.

 

Report header with completed fields for expense report.

Step 8: Once you have confirmed that all the information was inputted correctly click on Create Report.

Green arrow pointing towards the Create Report button.

Refer to Linking Online Travel Request with existing Expense Report Instructions on how to link a travel request to an expense report.

Linking Paper Travel Request

If your Travel Request was done on paper and you are now processing the Travel Expense through Concur, please follow the following steps. 

Keep your TR# at hand as you will need to provide it within your Expense Report.

Step 1: Start by clicking on Expense.  

Arrow pointing towards Expense tab on Concur dashboard.

Step 2: Next, select the report you need to link a Travel Request to.

Arrow pointing towards Active Expense report.

Step 3: From there, select Report Details and Report Header.

Arrow pointing towards dropdown menu under Report Details link.

Step 4: Once the Report Header has appeared, add the original TR# into the Comments field of the report header.

Step 5: After you add the TR#, press Save in the lower right-hand corner.

Arrow pointing towards Save button to complete action.

Step 6: Next, to attach the Travel Request, select Manage Receipts and Manage Attachments.

Dropdown menu under Manage Receipts link. Arrow pointing towards Manage Attachments option.

Step 7: Select Upload Report Level Attachment to attach the document from your computer.

Arrow pointing towards Upload Report Level Attachment to upload attachments.

Step 8: A pop-up will show and you will need to locate the Travel Request documentation that you saved on your computer.

Once you have found the Travel Request documentation, select it and select Open.

Arrow in bottom right pointing towards Open button to upload attachment.

Step 9: Your screen will refresh and you will see your travel request is attached.

Screen displaying travel request attached to expense report.

Need more help?

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