SAP Concur is a leading travel and expense management platform designed to streamline and automate business travel processes. For new users, creating a travel request may seem complex, but SAP Concur’s intuitive interface simplifies the task, helping employees submit their travel plans for approval quickly and efficiently. This article guides you step-by-step through creating your first travel request in SAP Concur.
A travel request is a formal submission within SAP Concur where an employee outlines the purpose, details, and estimated costs of upcoming business travel. The request ensures that travel complies with company policies and receives necessary approvals before bookings and expenses are incurred.
- Open your web browser and navigate to your company’s SAP Concur portal.
- Enter your credentials to log in.
- Once logged in, locate the Travel tab or the Request module in the dashboard.
- Click on Create New Request or New Travel Request button.
- You will be directed to a form where you can enter your travel details.
- Purpose of Travel: Specify the business reason for your trip (e.g., client meeting, conference).
- Travel Dates: Select your departure and return dates.
- Destination: Enter the city and country you plan to visit.
- Additional Information: Add any notes or details required by your company policy.
- Flights: Enter your preferred flight options or let your company’s travel agency assist you.
- Hotels: Choose your accommodation based on company guidelines.
- Transportation: Include car rentals or other local transport if applicable.
¶ Step 5: Estimate Costs and Budget
- Enter estimated costs for each travel component.
- Assign cost centers or project codes if required for budgeting purposes.
- Attach invitations, conference agendas, or other documents that justify your travel.
¶ Step 7: Review and Submit
- Review all entered information for accuracy.
- Confirm compliance with your company’s travel policies.
- Click Submit to send the travel request for approval.
- Your manager or designated approver will receive a notification to review your request.
- If approved, you will get confirmation and can proceed with booking flights, hotels, and other travel arrangements.
- If denied, you will receive feedback to revise or cancel your request.
- Always check your company’s travel policy before creating a request.
- Provide clear and detailed information to avoid delays in approval.
- Keep track of your request status in SAP Concur’s dashboard.
Creating your first travel request in SAP Concur is a straightforward process that helps ensure your business travel is pre-approved, compliant, and budgeted correctly. By following the steps outlined above, you can confidently submit travel requests that streamline your organization’s travel management while giving you peace of mind.