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

Travel Request Adjustments Expense Type (New UI)

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.

Step 3: Once the travel request is selected, click on the Add button and a list of expense type options will show up below.

There are four buttons within the request. Of the four buttons, the Add button is highlighted by a green square and has a green arrow pointing towards it.

Step 4: Click on the Adjustment expense.

List of expenses is opened. There is a green arrow pointing towards the "Adjustment Expense" option.

Step 5: 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.

Step 6: Once you have finished filling out the appropriate fields, click on the Save button.

Step 7: From there you will see the total amount of your travel request go down by the amount indicated, i.e., $550.

The total amount of the travel request is highlighted by a green box.
The total amount of the travel request is highlighted by a green box. The amount went down.

Need more help?

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