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.
Table of Contents:
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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.
Step 2: On the coordinating travel, click on the Travel Request you want to create an Expense Report for.
Step 3: Your screen will refresh and you will see your expense report has been created.
Step 4: To confirm that your travel request was linked to your expense report, select Report Details and Manage Requests.
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.
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.
Step 2: Click on the appropriate Expense Report. For example, we will select the Expense Report “JUL 2018 Las Vegas, NV.”
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.
Step 4: After you have selected the Manage Requests, this pop-up will emerge.
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.
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.
Step 2: Click on the appropriate Expense Report. For this example, we will be selecting Create New Report.
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.
Step 8: Once you have confirmed that all the information was inputted correctly click on Create Report.
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.
Step 2: Next, select the report you need to link a Travel Request to.
Step 3: From there, select Report Details and Report Header.
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.
Step 6: Next, to attach the Travel Request, select Manage Receipts and Manage Attachments.
Step 7: Select Upload Report Level Attachment to attach the document from your computer.
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.
Step 9: Your screen will refresh and you will see your travel request is attached.
Need more help?
Contact Concur Support at firstname.lastname@example.org or at 657-278-3600.