How do I create a request in Concur?

  1. After logging into Concur select the Request tab

  1. Select the New Request link
  2. Fill out the Request Header, entering all info related to your planned trip
    • Fill out all the required fields and enter your FOAP
    • If you need a Cash Advance, enter the amount and leave a comment describing
      how the Cash Advance will be used
  3. Select the Segments tab and enter estimates for any planned accommidations and transportation by selecting each icon and filling out the required information
    • Make sure to choose save after filling out each estimate

  1. After filling out the estimated costs for each icon choose the Submit Request button

  1. Your Request will be sent to your FOAP approver. When the Request is approved, it will
    be sent to the Travel Office. Once it is approved by the Travel Office, your Travel Card
    will be set and you will be able to use it for trip bookings and expenses. You will be
    notified of your Request’s approval via email.
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