Amended Travel Request

Transcription

1 Amended Travel Request These instructions cover how to amend a Travel Request in Concur. An amended travel request is an updated travel request that is added to your original travel request noting additional expenses or changes to your request header. Table of Contents Creating a New Travel Request... 2 Completing the Request Header... 3 Adding Travel Segments... 8 Adding Travel Expenses Submitting Travel Requests for Approval V. 1 Page 1 of 12

2 Creating a New Travel Request Step 1: From the Concur dashboard, click on Requests. Step 2: Click on New Request. V. 1 Page 2 of 12

3 Completing the Request Header The following steps are tips to consider while filling in required fields in the Request Header. Step 1: Once you have created a new request, fill out the required fields (as noted in red) for the Request Header. Note: Make sure to input all Trip information as stated on the original Travel Request submitted. Step 2: For Request/Trip Name, input the appropriate Request/Trip Name. Note: Make sure to follow the proper Naming convention: [Month] [Year] [Destination]. Example: Jan 2018, Las Vegas, NV. V. 1 Page 3 of 12

4 Step 3: For How will you book your travel?, select Request for Offline/CTP Travel Booking if you do not plan on booking any segments with the Amended request. Step 4: For Extension of, search for and select your original Travel Request. Note: You may search according to the Request ID or the Request/Trip Name. Step 5: For Will hotel cost exceed $275 per night, select the appropriate option for your trip. Note: If you select Yes, you must enter a comment to explain the reason why the hotel cost will exceed $275 per night. V. 1 Page 4 of 12

5 Step 6: Under Trip Type, select the appropriate option for your trip. Step 7: For Start Date and End Date, click on the calendar icon to select the Dates of your trip. V. 1 Page 5 of 12

6 Step 8: Under Report/Trip Purpose, select the appropriate option that most fits the purpose of your trip. Step 9: Under Traveler/User Type, select the appropriate option, which best represents the traveler. Step 10: Under Purpose, enter the reason for your travel and the reason for amended request, in the text box provided. V. 1 Page 6 of 12

7 Step 11: Under Main Destination City, enter in the appropriate location of your trip. Note: Make sure to select the correct City and State. Step 12: Under State, enter the appropriate state for your trip. Note: If you will be travelling internationally, select the International option from the list. V. 1 Page 7 of 12

8 Adding Travel Segments Step 1: If you need to add a segment to your original Travel Request, click on the Segments tab. Step 2: Click on the segment you will be adding whether it be airfare, railway ticket, car rental, or a hotel reservation. V. 1 Page 8 of 12

9 Step 3: For this example, we will go forth with inputting a car rental. Fill out the required fields, as marked with the red lines on the side. Then, click Save. V. 1 Page 9 of 12

10 Adding Travel Expenses Step 1: If you need to add an expense(s) to your original Travel Request, click on the Expenses tab. Step 2: Select New Expense. V. 1 Page 10 of 12

11 Step 3: From the right side panel, select the expenses that you need to add to your amended travel request. This can be Travel Expenses, Transportation, Meals, or Other. Step 4: For this example, we will go forth with inputting Airline Fees (Baggage, Wi Fi, etc.). Fill out the required fields, as marked with the red lines on the side. Then, click Save. Note: If you need to allocate an expense, refer to the Allocating Expenses Travel Request Instructions for more information. V. 1 Page 11 of 12

12 Submitting Travel Requests for Approval Step 1: Once you have finished adding your expenses to the Amended Travel Request, select Submit Request. Step 2: You will need your Amended Travel Request approved by your designated approver before you can link your Amended Travel Request to your expense report. Note: Refer to Concur Attachments for instructions on how to link your Amended Travel Request to your expense report. V. 1 Page 12 of 12