Enter required fields, indicated by a red asterisk. Business purpose should be detailed and include Why you are traveling, What business activities you will engage in, and How it benefits the university. Once you have entered all required fields, click the blue" Create" or "Save" button. This will open the next field where you will enter the expected expenses such as airfare, lodging, rental cars, taxis, meal per diem, or train segments needed for your trip.

Click on the blue "Add" button and select the type of expense you would like to add.
Scroll though the expense types and click to open up the type of expense you which to add. Or type a key word in the Search box. Be sure to enter the required fields that are marked with a red asterisk.

To add airfare click on "Air Ticket", this will open up a box to begin planning flights.
1. Click on Round Trip, One Way or Multi City
2. Enter your Outbound and Return details include preferred departure times
3. Enter the approximate amount of the airfare
4. Click the blue "Save" button

To add car rental click on "Car Rental", this will open up a box to add pick-up location, drop-location, dates and times.
Here you can also add "Details" and "Comments"
Click the blue "Save" button

Hotel and Car arrangements may be booked outside the Concur booking tool or travel agency. Request is capturing the cost for budget planning. Conference hotels are usually booked in the conference negotiated room block. See conference website for booking instructions.
Enter required fields:
a. Check-In
b. Check-Out
c. City, and a budget
d. Amount.
e. Comment (optional-name of hotel, etc)
f. Save

Add any additional expenses you should budget for. Common expense types are:
1. Meal Per Diem - the budget amount will populate based on your travel location and days traveling as listed in the Request header.
2. Other ground transportation - this expense type includes airport shuttles, buses, or public transportation other than taxi-enter the approximate amount, enter comment, and click "Save"
3. Parking - enter the approximate amount, enter comment, and click "Save"
3. Taxi - enter the approximate amount, enter comment, and click "Save"

Once you are satisfied that everything is correct, click "Submit Request." If you are acting as a delegate then you will need to click "Notify Employee", so the traveler you are delegating for will receive a notification to review and "Submit" their Request.
If you have requested personal travel in conjunction with your business trip, the request will be reviewed by the Travel Office for compliance prior to department approval. You MUST provide comparison airfare for business vs business + personal travel. If you are using your UO travel agent, they can assist. If you are using the Concur booking tool, you can prepare screenshots from the Travel Wizard.

Expense report for approved travel must be started from the Request. You can begin the report as soon as your request is approved. This gives you a virtual folder to contain all of your expenses as they come in. Note that you cannot submit your report until after the trip is complete,
Do not close or inactivate your Request until after the expense report has paid out. Since the Request will automatically close after 90 days, it is important that you submit your expenses in a timely manner - IRS Accountable Plan guidelines note within 60 days of your last date of travel.
Please refer to the Step by Step "Create an Expense Report" for guidance on this topic.