Copy Travel Request

These instructions cover how to copy a Travel Request in Concur. Copying a travel request is available for users if they are going to the same location for a future date or want to save time when amending an travel request.

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

Table of Contents

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

Locating Existing Travel Request

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

Select the requests tab

Step 2: Click the travel request you want to copy.

Manage requests window

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Copying the Travel Request

The following steps are tips to consider when copying a travel request.

Step 1: Once in the Expected Expenses page, click on the More Actions dropdown, then select Copy Request.

Select More Actions and then Copy Request

Step 2: The Copy Request Window will display and you will be required to fill out the appropriate fields.

Fill out the appropriate fields to copy request

Step 3: For New Request Name, delete the words "copy of" and make sure the naming convention is accurate.

Enter new request name

Step 4: For Starting date for New Request, it is your responsibility to select the appropriate start date for your trip.

If you are amending an existing travel request, make sure the start date matches the same date that is listed on the approved travel request.

Select Starting date

Step 5: Check the box for Expenses if you want all of the expenses to copy over to this new travel request.

Check the Expenses checkbox

Step 6: When you are finished click on the Create New Request button.

Click the Create New Request button

Step 7: The new travel request will be created and you will need to make the appropriate edits to the Request Header and expenses.

Refer to Amended Travel Request Instructions for more information.

Edit request header window

Submitting Travel Requests for Approval

Step 1: Once you have finished adding your expenses to the new Travel Request, select Submit Request. 

Click the Submit Request button

Step 2: You will need your new Travel Request approved by your designated approver before you can link this Travel Request to your expense report.

Refer to Amended Travel Request for instructions on how to link your Amended Travel Request to your expense report.

Window shows the status of the request

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Need more help?

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