Creating A Travel Allowance Itinerary With Concur

Creating a travel allowance itinerary in Concur Expense is a straightforward process. This feature allows users to input their travel locations, dates, and times, which Concur Expense then uses to calculate daily allowable limits based on company or country rates. A travel allowance itinerary can be created when making a new report, or it can be added to an existing report. The process involves logging into SAP Concur, accessing the Expense tab, opening the relevant expense report, and clicking on the Travel Allowance section. From there, users can manage their travel allowance and create a new itinerary, ensuring that all necessary details are included for each segment of their trip.

Log in to SAP Concur and click the Expense tab

To create a travel allowance itinerary in Concur, you must first log in to your SAP Concur account. From the dashboard, click on the "Expense" tab, which will direct you to the expense management section of the platform.

The "Expense" tab is the gateway to creating and managing your expense reports, including travel allowance itineraries. It provides access to various tools and features that allow you to track and organise your expenses effectively.

Once you have clicked on the "Expense" tab, you will be presented with several options to choose from. Locate and select the "Open Expense Report" option, which will allow you to create a new expense report or edit an existing one.

If you are creating a new expense report, you will be prompted to enter the relevant details, such as the purpose of the report and the dates of your trip. After completing the initial report details, you will be asked if you want to claim travel allowances. Select "Yes" to indicate that you need to create a travel allowance itinerary.

However, if you are editing an existing expense report, simply locate the report from the list of your previous reports. Click on the report to open it and then navigate to the "Travel Allowance" section within that report. This will allow you to make changes or add additional information to an already created itinerary.

Open the existing expense report

To open an existing expense report in Concur, you must first log in to your SAP Concur account. Once you have accessed your account, click on the 'Expense' tab. From there, you should be able to see and open the existing expense report.

If you are looking to add a Travel Allowance Itinerary to an already created report, you can do so by clicking on 'Travel Allowance' in the report. Under the Travel Allowance section, click on 'Manage Travel Allowance'. This will open the itinerary window. In the top left corner of the page, click on '1. Create New Itinerary'.

You will then be required to enter the details of your trip, including the dates and times of your travel. Be sure to enter the information accurately to avoid any overlap. If your trip has multiple stops, you can continue to add this information until you are done.

Once you have entered all the necessary information, click 'Next'. You will then be taken to the Expenses & Adjustments screen, where you can make any necessary changes before finalising your itinerary.

Click Travel Allowance

To create a travel allowance itinerary in Concur Expense, log in to your SAP Concur account. From the dashboard, click on the 'Expense' tab. This is where you will be able to view all your existing expense reports.

To create a new report, click on the 'New Expense Report' button and fill in the report header details. After completing this, you will be prompted to claim travel allowances. Click 'Yes' and you will be taken to the Travel Allowance Itinerary screen.

For existing reports, open the report you wish to add an itinerary to and click on the 'Travel Allowance' tab. In the Travel Allowance section, click on 'Manage Travel Allowance'. This will open the itinerary window.

Now, you can start creating your itinerary. Click on '1. Create New Itinerary' at the top left of the page. Start by typing in the required information for your departure date, including the location and date/time of your travel. Make sure you are accurate with the dates and times so that there is no overlap with other itineraries. Then, type in the required information for your return date.

If your trip includes multiple stops, continue inserting the information for each leg of your journey until you are finished. Once you have added all the necessary details, click 'Next'.

You will then be taken to the 'Expenses & Adjustments' screen, where you can make any necessary adjustments by checking the appropriate boxes. For example, you can choose to exclude one of the meal allowances. Once you are happy with the adjustments, click 'Create Expenses'.

Remember that valid travel allowance itineraries must have two rows: the first row should include the travel details for the departure date, and the second row should include the travel details for the return date.

Click Manage Travel Allowance

To create a travel allowance itinerary in Concur Expense, you must first log in to your SAP Concur account. From there, you can either create a new expense report or add an itinerary to an existing one.

If you are creating a new expense report, you will be prompted to claim travel allowances after completing the report header details. After clicking 'yes', you will be taken to the Travel Allowance Itinerary screen. From there, you can follow the steps outlined below.

If you are adding an itinerary to an existing report, click on the 'Expense' tab and open the relevant expense report. Then, follow the steps below:

Once you have opened your expense report, click on 'Travel Allowance'. This will open the Travel Allowance section, where you can click on 'Manage Travel Allowance'. This will take you to the itinerary window, where you can create a new itinerary or assign a previous one.

To create a new itinerary, click on the "1. Create New Itinerary" button at the top left of the page. Here, you will need to input the required information for your departure and return dates, including accurate dates and times to avoid overlap.

If your trip includes multiple stops, you can continue inserting information for each leg of your journey until you are finished. Once you have entered all the necessary details, click 'Next'.

You will then be taken to the 'Expenses & Adjustments' screen, where you can make any necessary adjustments before clicking 'Create Expenses'.

Remember that valid itineraries have two rows: the first for departure and the second for the return. If your trip is a multi-city trip, you can add more than two lines to your itinerary.

Click Create New Itinerary

Clicking "Create New Itinerary" will open a new window where you can start inputting your travel details. This is where you will provide your location and date/times of travel. Concur Expense will use this information to determine your daily allowance limits, based on rates set by your company or country.

When creating a new itinerary, you will need to include at least two lines: one for your departure date and the second for your return date. It is important to be accurate with dates and times to avoid any overlap. If your trip includes multiple stops, you can add more than two lines to your itinerary. Continue inserting the relevant information for each leg of your journey until you are finished.

Once you have entered all the required information for your departure and return dates, click "Next". This will take you to the "Expenses & Adjustments" screen, where you can make any necessary changes. For example, you can exclude one of the meal allowances by checking the appropriate box.

Finally, click "Create Expenses" to finalise your new itinerary.

Frequently asked questions