Concur Request Admin Toolkit

Concur Request automates the spend request and approval process for both travel and everyday expenses, giving you the data you need to accurately track and better control spending. By increasing visibility into planned expenses and up-to-date budget data, you can make strategic spending decisions before any spending actually occurs.

Specifications and Templates for Concur Request - This zipped package contains specifications for Import and Extract data. You will also find helper templates in Excel format that will assist in your data mapping. Please download and review the contents of this file before the scheduled Knowledge Transfers with your Implementation Consultant

Are you a NextGen UI User for Concur Request?

There are currently two versions of Concur Request. To find out which version you have, log into Concur Solutions > click Help in the upper-right corner > click Request Help. Those with NextGen UI for Concur Request will see a banner indicating ‘NextGen’ at the top of the page.

Access NextGen UI Content here:

NextGen UI for Concur Request End User Resources

If you are not a NextGen UI user, the appropriate resources can be found below.

Topic Videos Guides Tip Sheets
Concur Request: Overview guide
Request FAQ guide
Adding Expenses to a Request
video
(2 min)
Creating a Report from a Request
video
(1 min)
Creating & Submitting a Request
video
(3 min)
Request & Travel Integration - Requesting Approval prior to Booking a Trip
video
(4 min)
Request & Travel Integration - Automatically Creating a Request from a Travel Itinerary
video
(3 min)
NextGen UI for Concur Request Guides and Resources: Admin Professional tip-sheet
Using Offline Booking to Request Travel
video
(3 min)
Adding Fixed Allowances to a Request
video
(2 min)
Closing a Request
video
(1 min)
Requesting a Cash Advance
video
(1 min)
Approving Requests
video
(4 min)
Adding a Request to an Expense Report
video
(1 min)