Copy Travel Request
These instructions cover how to copy a Travel Request in Concur. Copying a travel request is available for users if they are going to the same location for a future date or want to save time when amending an travel request.
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.
Locating Existing Travel Request
Step 1: From the Concur dashboard, click on Requests.
Step 2: Locate the travel request you want to copy.
Copying the Travel Request
The following steps are tips to consider when copying a travel request.
Step 1: Once you have located the travel request you want to copy, click on the checkbox listed next to the request.
Step 2: Click on the Copy Request button.
Step 3: The Copy Request Window will display and you will be required to fill out the appropriate fields.
Step 4: For Request Name, delete the words "copy of" and make sure the naming convention is accurate.
Step 5: For Starting date for New Request, it is your responsibility to select the appropriate start date for your trip.
If you are amending an existing travel request, make sure the start date matches the same date that is listed on the approved travel request.
Step 6: Check the box for Expected Expenses if you want all of the expenses to copy over to this new travel request.
Step 7: When you are finished click on the OK button.
Step 8: The new travel request will be created and you will need to make the appropriate edits to the Request Header and expenses.
Refer to Amended Travel Request Instructions for more information.
Submitting Travel Requests for Approval
Step 1: Once you have finished adding your expenses to the new Travel Request, select Submit Request.
Step 2: You will need your new Travel Request approved by your designated approver before you can link this Travel Request to your expense report.
Refer to Concur Attachments for instructions on how to link your Amended Travel Request to your expense report.
Need more help?
Contact Concur Support at email@example.com or at 657-278-3600.