Create a New Request

Create a new request to request permission and approval for your estimated business travel before you incur them. Request is now mandatory before you go on your trip.

  • Create a new request to request permission and approval for your estimated business travel before you incur them.
  • Request is now mandatory before you go on your trip. 
  • A request is used for:
    • Get permission from Time and Attendance Supervisor to attend.
    • Duty of Care.
    • Budgetary purposes.

How to Create a New Request

A Request Does Not Result in Reimbursement

A request is used to request permission and approval for your estimated expenses before you incur them. It does not result in reimbursement.

To submit your actual expenses for reimbursement, you instead must Create a New Expense Report.

1. Create a New Request

  • Log in to Concur.
  • Before starting the request, upload all supporting documentation images to the system.
  • On the home page, there are two ways to start a new request (Figure 1):
    • In the top menu bar, click Requests, then click New Request.
    • In the Quick Task bar click Start a Request.
Zoom image: Figure 1 On the home page, there are two ways to start a new request. 1. In the top menu bar, click Requests, then click New Request at the top. 2. In the Quick Task bar click New, then click Start a Request.

Figure 1

2. Complete the Request Header

  • On the request header, complete the required fields. When finished, at the top click Save.

3. Complete the Expected Expenses

  • Click Add to add and expected expense, select expense type (Figure 2)
    • Complete the required fields in red.   
    • Remember your Amount is an estimate

When finished with each expense, click Save

Zoom image: Figure 2 If you are requesting approval for estimated travel expenses, click the appropriate icon to create a travel segment.

Figure 2

4. Attach supporting documentation

  • At the top of the request, click Attachments then Attach Documents.
  • Click Upload & Attach. Browse to your documents.  Choose Document, Click Open.
  • Documents are attached indicated by this icon (Figure 3).
Zoom image: Figure 3 If you are requesting approval for estimated travel expenses, click the appropriate icon to create a travel segment.

Figure 3

5. Finished with Request

  • Click Submit Request
  • The request will be submitted to your time and attendance supervisor for approval.
  • Once your supervisor approves your request, you are approved to make your purchases.