Closing Requests

These instructions cover how to close a Travel Request and a Blanket Travel Request in Concur. You should only close a request for trips that are canceled or have an expense report approved by Travel Operations and no further expenses need to be reconciled.

Click on any of the links below to skip ahead to that section.

If you accidentally inactivate/close out the wrong request, please contact Concur Support at [email protected].

If you need assistance with logging into Concur, please go to Logging into Concur.

Table of Contents:

Closing a Travel Request

Before closing your travel request and blanket travel request, please confirm that you meet the following requirements:

  • All of your travel-related expenses have been accounted for on your expense reports.
  • There are no other expenses that need to be claimed or reconciled in Concur.
  • Travel Operations have officially approved your travel expense reports.

Step 1: From the Concur dashboard, click on Requests.

Select the Requests tab

Step 2: Search for the Travel Request that needs to be closed out.

Under the active requests tab, there are multiple active requests.

Step 3: If you are not able to find your Travel Request, select View and click on Approved.

Select the Approved view

Step 4: Once the page refreshes, click on the Travel Request that needs to be closed out.

Under the Request Name, there is a request that is highlighted.

Step 5: The page will refresh and depending on when your travel request was submitted and approved; you may see alert icons stating that you are Missing required field(s).

You can disregard the alerts.

There is an alert listed that says, "Missing required field: Amount."

Step 6: In the upper right-hand corner click on More Actions and select Close/Inactivate Request.

Make sure only to select the Close/Inactivate button for a travel request that was canceled or has a travel expense report approved by Travel Operations and there are no further expense reports that need to be submitted.

Select close/inactivate request

Step 7: You will see a confirmation window asking you to confirm if you want to close it, select OK.

Click the OK button to confirm

back to top

Search for Closed/Inactive Requests

Step 1: To search for a Close/Inactive Request, click on Requests.

Select the requests tab

Step 2: Select View and click on Closed.

Change the view to Closed

Step 3: From there select the request that you want to see more information on.

If you accidentally inactivate/close out the wrong request, please contact Concur Support at [email protected].

There are four separate requests that are listed under the Request Name.

back to top

Need more help?

Contact Concur Support at [email protected] or at 657-278-3600.