Because of the number of "exceptions" being created for Concur travel requests and expense reports, here are some important reminders:
The process is: Approved Travel Request > Booking > Travel Expense Report
- Concur does not allow for backdating travel requests. If your travel requires an approved request, it must be approved prior to booking and commencement of all Business Travel, as described in the Procedure on Business Travel.
- Travel requests with flights must have the Air Ticket expense type added. Without Air Ticket, you will not be able to book in Concur.
- Your booking type must match how you will actually book. If your travel has a flight, you should select either Book in Concur or Agent Assist as the Booking Type. Travel agents cannot book flights with "Book in Concur" as the Booking Type. If you decide to change how you're booking and the request has been approved, you can easily Recall it, update that selection, and route it again.
- Booking Type "Exception Booking" is for a genuine travel emergency, such as last-minute travel, that causes you to not be able to follow the process, which is: Approved Travel Request > Booking > Travel Expense Report.
- You must create the travel expense report from the approved travel request. Open the approved request and use the Create Expense Report button. This links the request and the expense report. The only two exceptions are if no travel request was required, or if your travel request was approved in the prior system, TBE (e-travel).