Creating an Expense Report from an Approved Request

Overview

Submission of a Travel Expense Report for any overnight or international trips requires a Travel Request in Concur.  All Travel Requests must be fully approved in Concur before traveling. The Travel and Expense Report must be created from the approved Travel Request. 

Note: Travel Requests are not required when only mileage is being claimed. 

Process

  1. Log into concur.charlotte.edu.
     
  2. From the Home screen, on the left-hand side, select the drop-down menu in the Create box.

     
  3. From the drop-down menu, select Start Report.
     
  4. The Create New Report box will appear; select Create From an Approved Request.
     
  5. The below message will appear; select Create from an Approved Request.

     
  6. A list of Available Requests will appear; select the appropriate Request.
     
  7. Select Create Request.
     
  8. Follow the steps to complete & submit the Report.
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