How to Create a Travel Allowance Itinerary in Concur (Step-by-Step Guide)

How to Create a Travel Allowance Itinerary in Concur

Traveling for work can be a hassle, but it doesn’t have to be. With Concur, you can easily create a travel allowance itinerary that will help you stay organized and on budget. In this article, we’ll walk you through the steps of creating a travel itinerary in Concur, from start to finish. We’ll cover everything from adding your flights and hotels to submitting your expense reports. So whether you’re a seasoned traveler or you’re new to the game, read on for all the information you need to know.

| Column 1 | Column 2 | Column 3 |
|—|—|—|
| Step | Description | Screenshot |
| 1. Log in to Concur | Go to the Concur website and enter your username and password. |  |
| 2. Click the “Travel” tab | Click the “Travel” tab at the top of the page. |  |
| 3. Click the “Itinerary” button | Click the “Itinerary” button in the top right corner of the page. |  |
| 4. Enter the details of your itinerary | Enter the details of your itinerary, such as your departure and arrival dates, your flight number, and your hotel information. |  |
| 5. Click the “Save” button | Click the “Save” button to save your itinerary. |  |
| 6. Download your itinerary | To download your itinerary, click the “Download” button in the top right corner of the page. |  |

A travel allowance itinerary is a document that provides a detailed overview of your travel plans. It includes information such as your travel purpose, destination, dates, mode of transportation, and expenses. Travel allowance itineraries are typically required by employers when employees are traveling on business. They can be used to track employee expenses and ensure that they are reimbursed for eligible costs.

This guide will show you how to create a travel allowance itinerary in Concur, a cloud-based travel and expense management platform. We will walk you through the process step-by-step, so you can create a travel itinerary that is accurate and complete.

Step 1: Gather Your Information

The first step in creating a travel allowance itinerary is to gather all of the necessary information. This includes:

• Your travel purpose: This could be anything from a business meeting to a conference to a personal vacation.
• Your destination: This could be a city, state, country, or even a continent.
• Your travel dates: This includes the dates you will be departing and returning.
• Your mode of transportation: This could be a plane, train, bus, car, or even a boat.
• Your expenses: This includes any costs associated with your trip, such as airfare, hotel, meals, and incidentals.

Once you have gathered all of this information, you can begin creating your travel itinerary.

Step 2: Create a Travel Request in Concur

The next step is to create a travel request in Concur. To do this, log in to Concur and click New Request.

From the New Request page, select the Travel tab.

On the Travel tab, you will need to enter the following information:

• Traveler: This is the person who is traveling.
• Travel Purpose: This is the reason for the trip.
• Travel Dates: This includes the dates you will be departing and returning.
• Mode of Transportation: This is the mode of transportation you will be using.
• Expenses: This includes any costs associated with your trip, such as airfare, hotel, meals, and incidentals.

Once you have entered all of this information, click Submit.

Step 3: Attach Any Supporting Documents

You may also need to attach any supporting documents to your travel request. This could include a copy of your itinerary, a confirmation number for your flight or hotel, or a receipt for your expenses.

To attach a document, click the Add Attachment button and select the file you want to upload.

Once you have attached all of the necessary documents, click Submit.

Step 4: Review Your Travel Request

Concur will review your travel request and send you an approval notification. Once your request is approved, you can book your travel and start submitting your expenses.

To review your travel request, click the My Requests tab.

On the My Requests tab, you will see a list of all of your travel requests. You can click on a request to view more details.

You can also view the status of your request and see any comments that have been made.

Creating a travel allowance itinerary in Concur is a simple process. By following the steps in this guide, you can create a travel itinerary that is accurate and complete.

Here are some additional tips for creating a travel allowance itinerary:

• Be as detailed as possible

Step 3: Review and Approve Your Travel Request

Once you have submitted your travel request, it will be reviewed by your manager. Your manager will check to make sure that your request is complete and accurate. They will also check to make sure that your travel expenses are within budget.

If your manager approves your travel request, you will receive an email confirmation. This email will include a link to your travel allowance itinerary.

Step 4: Submit Your Travel Expenses

After your trip, you will need to submit your travel expenses. To do this, log in to Concur and click New Expense.

Enter your expense details, such as the date, amount, and purpose of the expense. You can also attach any supporting documents, such as receipts.

Once you have submitted your expenses, they will be reviewed by your manager. If your manager approves your expenses, they will be added to your travel allowance itinerary.

Creating a travel allowance itinerary in Concur is a simple process. By following these steps, you can easily create an itinerary that will help you track your travel expenses and stay within budget.

Here are some additional tips for creating a travel allowance itinerary in Concur:

• Be sure to include all of your travel expenses, including airfare, hotel, meals, and transportation.
• Keep your receipts organized so that you can easily find them when you need to submit your expenses.
• Review your itinerary regularly to make sure that it is accurate and up-to-date.

By following these tips, you can create a travel allowance itinerary that will make your next trip a success.

How do I create a travel allowance itinerary in Concur?

1. Log in to Concur and click the “Travel” tab.
2. Click the “New” button and select “Itinerary”.
3. Enter the details of your trip, including your departure and arrival dates, your destination, and your mode of transportation.
4. If you are using Concur for business travel, you can add your expense report to the itinerary.
5. Click the “Save” button to save your itinerary.

What information do I need to include in my travel allowance itinerary?

You will need to include the following information in your travel allowance itinerary:

• Your name
• Your company
• Your travel dates
• Your destination
• Your mode of transportation
• Your hotel accommodations
• Your expenses

How do I add my expense report to my itinerary?

If you are using Concur for business travel, you can add your expense report to your itinerary. To do this, follow these steps:

1. Log in to Concur and click the “Travel” tab.
2. Click the “Itinerary” tab.
3. Click the “Expense Report” link.
4. Enter the details of your expense report, including the date, the amount, and the description of each expense.
5. Click the “Save” button.

How do I print my travel allowance itinerary?

To print your travel allowance itinerary, follow these steps:

1. Log in to Concur and click the “Travel” tab.
2. Click the “Itinerary” tab.
3. Click the “Print” link.
4. Select the printer you want to use and click the “Print” button.

What if I need to make changes to my travel allowance itinerary?

If you need to make changes to your travel allowance itinerary, you can do so by following these steps:

1. Log in to Concur and click the “Travel” tab.
2. Click the “Itinerary” tab.
3. Click the “Edit” link.
4. Make the necessary changes to your itinerary.
5. Click the “Save” button.

In this blog post, we have discussed how to create a travel allowance itinerary in Concur. We covered the following topics:

• The different types of travel allowances that Concur supports
• The steps involved in creating a travel allowance itinerary
• How to add and edit expenses on your itinerary
• How to submit your itinerary for approval

We hope that this blog post has been helpful in providing you with the information you need to create a travel allowance itinerary in Concur. If you have any further questions, please do not hesitate to contact Concur support.

Author Profile

Dale Richard

Dale, in his mid-thirties, embodies the spirit of adventure and the love for the great outdoors. With a background in environmental science and a heart that beats for exploring the unexplored, Dale has hiked through the lush trails of the Appalachian Mountains, camped under the starlit skies of the Mojave Desert, and kayaked through the serene waters of the Great Lakes.

His adventures are not just about conquering new terrains but also about embracing the ethos of sustainable and responsible travel. Dale’s experiences, from navigating through dense forests to scaling remote peaks, bring a rich tapestry of stories, insights, and practical tips to our blog.

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