When travel policies aren't met, travel and entertainment is a cost that can spin out of control. Trip Approval makes it easy for travel management companies (TMC) to help their clients enforce policies while simultaneously controlling costs and meeting travelers' needs. Automatically route out-of-policy trips for approval before they're ...
Approve a Travel Request Before a Trip
0 0 449. Oct 31, 2023. As an approver, you can approve a travel request before a trip begins. This ensures that the proper expenses are submitted and reimbursed, eliminating any potential confusion or rejected expense submissions. Concur Expense. Videos.
Pre-Travel Approval
Pre-Travel Approval. Hi All, I would like to understand from the community how your companies are handling Travel Approvals in Concur. For my company, they wanted to implement very strict controls around approval of trips, so we have gone for the integration of Concur Request with Travel. In our workflow, the employee starts in Travel and ...
Attaching pre-approval travel request to an expense
If so, when you go to your expense report, click Report Details and select Manage Requests from the drop down list. If you haven't created the Pre-Trip approval, you will need to do that by clicking Request at the top of the SAP Concur home screen, then select New Request. Requests need to be completed, submitted and fully approved before they ...
PDF Travel: Approvals, Rules, and Classes/Policies
This document describes the ways in which Concur Travel can assist a company in enforcing its travel policy. It includes information about: Travel classes/policies, which are the "containers" for the travel rules and other travel class features. Pre-trip approval options in Concur Travel. Company travel rules:
Concur Request: Creating and Submitting Travel Pre-Approval Requests
Note: All domestic and international travel must be approved prior to booking a trip.All international travel is required to be approved using the Concur Request process and the user will need to enter the approved Request ID to finalize an international reservation.It is recommended that domestic travel be approved using Concur Request, however, the department can elect to use an internal ...
Requesting Approval before Booking a Trip
Using Concur Request you can submit anauthorization request with your expected trip expenses prior to booking a tripin Concur Travel. / Browse / Videos / Requesting Approval before Booking a Trip - SAP Concur. Jun 7, 2022; 03:20; 1,398 views; Requesting Approval before Booking a Trip - SAP Concur.
PDF Creating and Submitting a Pre-Trip Request
The Concur Request module is used to facilitate advance approval of travel and expenses related to the following situations: ... Some schools and departments may also require approved pre-trip requests for all travel. If you are required to obtain pre-trip approval, you will not be able to submit an Expense Report without the pre-trip approval ...
Simplify Business Traveler Compliance with Concur Trip Approval
Concur Trip Approval makes compliance easy and lets clients: Automatically route out-of-policy trips for approval before they're ticketed. Customize out-of-policy triggers to match your clients' specific needs. Stay informed with built-in reporting tools that shows all travel spend. Approve or decline itineraries from anywhere via the web ...
Concur Travel & Non-Travel Reimbursement
This video will show you how to update the transaction date to match the expense date in Concur when using your T&E Card. Please note this process is important with meal charges as the amount 'max' per day is $79 (Domestic). If you do not itemize the meal charges, and the charges fall in the wrong date the system will not allow you to submit ...
PDF Travel and Business Expense Report Approval Workflow
Pre-Trip Request Approval Workflow • Anyone that is required to obtain pre-trip approval (Request within Concur) will not be able to submit an Expense Report without pre-trip approval attached • The Pre-Trip Requester completes a Request in Concur with an estimated travel budget by Air / Rail, Hotel, Car, Meals, etc.
7 Steps to a Successful Return to Travel
Here are seven steps to a successful travel program in the "new normal.". Plan ahead for continuous change. Adapt quickly by staying informed. Harness the power of foresight with Pre-Trip approvals. Guide approved travelers to make wise choices. Build safety into pre-trip planning. Help employees stay safe while traveling.
Pre-Trip approval
Concur Expense: Pre-Trip approval; Options. Bookmark; Subscribe; Print 212496605. New Member - Level 1 Mute; Subscribe; Bookmark; Print; Report Inappropriate Content Nov 3, 2022 06:53 AM Nov 3, 2022 06:53 AM. Pre-Trip approval Hello, I tried creating my expense report directly from my Request page.However, the Request is now closed and I ...
Concur Request: Corporate expense approval system to manage spend
Concur Request automates spend requests and approvals, helping ensure employees stick to T&E spending policies, while also providing an intuitive user experience. For managers, Concur Request provides information needed to make better decisions, enforce compliance, maintain budgets, and adapt to changing business needs. Get the eBook.
Concur Request: Corporate expense approval system to manage spend
Create robust custom trip approval workflows and set cost-center assignments specific to your organization. ... Include cash advances in your travel request process and carry over unspent funds from pre-approved cash advances into multiple trips. Integration with Concur Travel and Expense . Approved requests can trigger booking in Concur Travel ...
What are Pre-Trip Requests and Travel / Cash Advances?
The Concur Request module is used to facilitate advance approval of travel and expenses related to the following situations: A Pre-Trip Request is required for all Students in order to be reimbursed for travel expenses. Some schools and departments may also require approved pre-trip requests for all travel.
2 Level Pre Trip Approval
See screenshot below also. I did reach out to someone on our Travel Training team that did mention that two approvers for pre-trip approval is not recommended unless you are 100% sure both managers will approve the trip within the 24 hour ticketing time limit. I hope this helps. Kevin. Thank you,
Concur Request
Concur Request. As business continues moving forward, organizations are relying on solutions like Concur Request to drive greater compliance in the early planning stages of pre-booking and pre-spend to better manage critical travel and expense areas like safety, security, and sustainability. Concur Request provides an integrated, easy-to-use ...
Training and Guides
In Concur, Travel Allowances is a new term that means per diem. Creating and Managing Requests Note: Not all features will be used; the most common use will be for department pre-trip approval. Creating and Submitting a Request to Travel (2:15 min.) Closing a Request (1:36 min.) Requesting a Cash Advance (2:17 min.)
Travel Pre-Trip Approval Request disappeared
However, this issue is clearly a shortcoming of the Concur system. Once all the expenses mentioned in a Pre-Trip Approval Request have been posted to an Expense Report and have all been marked as linked to that Request, that should be it. It should be possible to close the Request without having it disappear from the Report.
Travel Planning and Booking
Pre-trip approval requirements vary by Division/Department. Travelers are expected to follow all internal travel approval procedures prior to making trip reservations. ... Its purpose is to make managing profiles and booking in Concur as easy and efficient as possible. An overview of our contracted agencies, required travel vendors, and ...
How Concur Travel Works
The SAP Concur mobile app. When employees are on-the-go, the SAP Concur mobile app lets them manage everything from booking air, hotel, car, or train trips, viewing the details of their itineraries, as well as capturing receipts and submitting expense reports. And with an automated approval process, it's fast and simple for managers to ...
Why is an approved Pre-Trip Approval not showing u...
You already attached the Trip Pre-Approval to a report that has already been paid. My guess is that you attached it to the wrong report because the request total was 10,000, but the report you attached it to was only about $1400. Here is the report it is attached to: That is why it is not available any longer.
COMMENTS
When travel policies aren't met, travel and entertainment is a cost that can spin out of control. Trip Approval makes it easy for travel management companies (TMC) to help their clients enforce policies while simultaneously controlling costs and meeting travelers' needs. Automatically route out-of-policy trips for approval before they're ...
0 0 449. Oct 31, 2023. As an approver, you can approve a travel request before a trip begins. This ensures that the proper expenses are submitted and reimbursed, eliminating any potential confusion or rejected expense submissions. Concur Expense. Videos.
Pre-Travel Approval. Hi All, I would like to understand from the community how your companies are handling Travel Approvals in Concur. For my company, they wanted to implement very strict controls around approval of trips, so we have gone for the integration of Concur Request with Travel. In our workflow, the employee starts in Travel and ...
If so, when you go to your expense report, click Report Details and select Manage Requests from the drop down list. If you haven't created the Pre-Trip approval, you will need to do that by clicking Request at the top of the SAP Concur home screen, then select New Request. Requests need to be completed, submitted and fully approved before they ...
This document describes the ways in which Concur Travel can assist a company in enforcing its travel policy. It includes information about: Travel classes/policies, which are the "containers" for the travel rules and other travel class features. Pre-trip approval options in Concur Travel. Company travel rules:
Note: All domestic and international travel must be approved prior to booking a trip.All international travel is required to be approved using the Concur Request process and the user will need to enter the approved Request ID to finalize an international reservation.It is recommended that domestic travel be approved using Concur Request, however, the department can elect to use an internal ...
Using Concur Request you can submit anauthorization request with your expected trip expenses prior to booking a tripin Concur Travel. / Browse / Videos / Requesting Approval before Booking a Trip - SAP Concur. Jun 7, 2022; 03:20; 1,398 views; Requesting Approval before Booking a Trip - SAP Concur.
The Concur Request module is used to facilitate advance approval of travel and expenses related to the following situations: ... Some schools and departments may also require approved pre-trip requests for all travel. If you are required to obtain pre-trip approval, you will not be able to submit an Expense Report without the pre-trip approval ...
Concur Trip Approval makes compliance easy and lets clients: Automatically route out-of-policy trips for approval before they're ticketed. Customize out-of-policy triggers to match your clients' specific needs. Stay informed with built-in reporting tools that shows all travel spend. Approve or decline itineraries from anywhere via the web ...
This video will show you how to update the transaction date to match the expense date in Concur when using your T&E Card. Please note this process is important with meal charges as the amount 'max' per day is $79 (Domestic). If you do not itemize the meal charges, and the charges fall in the wrong date the system will not allow you to submit ...
Pre-Trip Request Approval Workflow • Anyone that is required to obtain pre-trip approval (Request within Concur) will not be able to submit an Expense Report without pre-trip approval attached • The Pre-Trip Requester completes a Request in Concur with an estimated travel budget by Air / Rail, Hotel, Car, Meals, etc.
Here are seven steps to a successful travel program in the "new normal.". Plan ahead for continuous change. Adapt quickly by staying informed. Harness the power of foresight with Pre-Trip approvals. Guide approved travelers to make wise choices. Build safety into pre-trip planning. Help employees stay safe while traveling.
Concur Expense: Pre-Trip approval; Options. Bookmark; Subscribe; Print 212496605. New Member - Level 1 Mute; Subscribe; Bookmark; Print; Report Inappropriate Content Nov 3, 2022 06:53 AM Nov 3, 2022 06:53 AM. Pre-Trip approval Hello, I tried creating my expense report directly from my Request page.However, the Request is now closed and I ...
Concur Request automates spend requests and approvals, helping ensure employees stick to T&E spending policies, while also providing an intuitive user experience. For managers, Concur Request provides information needed to make better decisions, enforce compliance, maintain budgets, and adapt to changing business needs. Get the eBook.
Create robust custom trip approval workflows and set cost-center assignments specific to your organization. ... Include cash advances in your travel request process and carry over unspent funds from pre-approved cash advances into multiple trips. Integration with Concur Travel and Expense . Approved requests can trigger booking in Concur Travel ...
The Concur Request module is used to facilitate advance approval of travel and expenses related to the following situations: A Pre-Trip Request is required for all Students in order to be reimbursed for travel expenses. Some schools and departments may also require approved pre-trip requests for all travel.
See screenshot below also. I did reach out to someone on our Travel Training team that did mention that two approvers for pre-trip approval is not recommended unless you are 100% sure both managers will approve the trip within the 24 hour ticketing time limit. I hope this helps. Kevin. Thank you,
Concur Request. As business continues moving forward, organizations are relying on solutions like Concur Request to drive greater compliance in the early planning stages of pre-booking and pre-spend to better manage critical travel and expense areas like safety, security, and sustainability. Concur Request provides an integrated, easy-to-use ...
In Concur, Travel Allowances is a new term that means per diem. Creating and Managing Requests Note: Not all features will be used; the most common use will be for department pre-trip approval. Creating and Submitting a Request to Travel (2:15 min.) Closing a Request (1:36 min.) Requesting a Cash Advance (2:17 min.)
However, this issue is clearly a shortcoming of the Concur system. Once all the expenses mentioned in a Pre-Trip Approval Request have been posted to an Expense Report and have all been marked as linked to that Request, that should be it. It should be possible to close the Request without having it disappear from the Report.
Pre-trip approval requirements vary by Division/Department. Travelers are expected to follow all internal travel approval procedures prior to making trip reservations. ... Its purpose is to make managing profiles and booking in Concur as easy and efficient as possible. An overview of our contracted agencies, required travel vendors, and ...
The SAP Concur mobile app. When employees are on-the-go, the SAP Concur mobile app lets them manage everything from booking air, hotel, car, or train trips, viewing the details of their itineraries, as well as capturing receipts and submitting expense reports. And with an automated approval process, it's fast and simple for managers to ...
You already attached the Trip Pre-Approval to a report that has already been paid. My guess is that you attached it to the wrong report because the request total was 10,000, but the report you attached it to was only about $1400. Here is the report it is attached to: That is why it is not available any longer.