The Request Library provides visibility into your requests where you can check the status of a request, recall or cancel a submitted request, or copy a previous request. For guidance on how to close a request view the KB article ‘Closing a Request after Reimbursement’. Concur displays each active request as an individual tile. The tiles include the Name of the Request, Status, Request Date, and Total. There are several phases of an open request, and each phase can be determined by the request status. The statuses are listed below:

• Not submitted – Your Request has yet to be submitted.
• Submitted – Your Request is in the approval workflow. You will also see the person who needs to approve the Request.
• Ready to Book – Your Request is approved and travel can be booked online via Concur website.
• Approved – Your Request is fully approved and you can book travel by calling a Direct Travel Agent, or using a 3rd party.
• Returned – Your Request has been sent back and needs to be resubmitted. There will be a comment from the approver with the reason as to why it was returned.

For more help with Concur, view the Concur training resource knowledge base article.

Table of Contents

• View Active Request
• View all Requests
• Recall or Cancel a Submitted Request
• Copy a Request
• Additional Resources

View Active Requests

To view active Concur Requests follow the steps below:

1. From the Concur home page, select Home then Requests.
   
   
2. Select the tile for the Request you want to view.
   
3. The Request will appear. Select Request Details then select Request Timeline to see who has approved your Request.
   
   • You will see the approver names listed and the date they approved the Request.
4. Select Request Details then select Audit Trail to see a record of all actions taken for the Request.

View All Requests 

To view active Concur Requests follow the steps below:

1. From the Concur home page, select Requests.
2. Select the Active Request dropdown.
   
3. Select one of the following:
   
   • Not Submitted
   • Pending Approval
   • Approved
   • Cancelled
   • Closed
   • All Requests

Recall or Cancel a Submitted Request

You cannot change or cancel a Request that has been submitted unless you recall it first. You would recall a request if you need to make corrections or add new expenses. 

1. From the Concur home page, select Requests.
2. Select the tile of the Request you want to view.
3. If you would like to recall your Request, select Recall on the top right corner of the screen.
   
   
4. A new window will appear, select Yes to confirm.
   
   • Once recalled, you can make changes, then submit the Request again for approval.
   • Your Request will start from the beginning of the approval process.
   • Once a Request has received all approvals in the Approval Flow, you can no longer recall it.
5. If you would like to cancel your Request, select More Actions then select Cancel.
   
6. A new window will appear, add a comment to explain why you are cancelling the request then select OK.
   
   • If you need to make changes to a fully approved Request, you will need to cancel the Request and start a new one.  

Please be aware Approved Requests will automatically close on day 61 after the travel end date.

Copy a Request 

Requests may be copied. This is helpful when a traveler regularly takes the same trip with the same business purpose and set of expenses. 

1. From the Concur home page, select Requests.
2. Select the tile for the Request you want to copy. 
3. The Request will appear. Select More Actions then select Copy Request.
   

Additional Resources

• Rowan Travel Policy
• Accounts Payable Website
• Concur Resource KB Article
• Correct and Resubmit a Returned Request
• Close a Request After Reimbursement KB Article
• Delegates KB Article

If you have questions or need further assistance, please email asktravel@rowan.edu.