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Log in to concur.charlotte.edu.
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Select Create Request.
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Fill out the required information marked with a red asterisk*.
Best practice involves including the main trip destination and the first day of travel in the Request Trip Name. Consult department-specific standards with business staff to ensure compliance with internal protocols.
For example, Nashville, TN – 08/08/2024
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From the Fund dropdown list, choose the fund that will be used for most of the trip expenses. If the fund needed is not in the defaulted organizational hierarchy (Division, College/Admin, Department, Sub-Department) shown, use the dropdown lists to change the organizational hierarchy codes first, then select the Fund.
Note: Contact the departmental business team for clarification regarding the correct organization hierarchy.
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Select Create Request.
Note: A unique Request ID will be generated and shown under the Request name. If using the Concur Booking Tool to make reservations, this Request ID will be required.
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Select Add and select the expected Expense Type to add to the Request.
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Fill out the required fields marked with a red asterisk*. Optional fields can be completed as needed.
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Select Save.
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Continue adding other expected expenses by repeating steps 6, 7, and 8. Some typical expenses on a request may be Hotel, Airfare, Registration, Car Rental, and Travel Allowance.
Note: These amounts represent expected expenses or estimates. Attaching quotes is not required unless requesting Third-Party lodging approval. If requesting Third-Party lodging, attach comparison rates for at least two hotels along with a quote for the specific lodging.
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To request per diem for meals, select Manage Travel Allowance > Add Travel Allowance.
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If individual expenses will be charged to funds other than the one identified on the Header page, follow the How to Allocate Expenses guide.
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Select the Request ID to view/edit the Header. Select Request Details > Request Timeline to review the approval workflow.
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Select Submit Request.