A Travel Allowance itinerary allows users to provide the location and date/times of their travel. Concur Expense uses this information to determine the daily allowable limits based on rates set by the company or country. Users must complete an itinerary for each segment of their trip.
It is possible to create a Travel Allowance itinerary when creating a new report, but you can also add an itinerary to an already created report.
Travel Allowances must have two lines; one for the departure date of your trip and the second for the return date of your trip. If your business trip is a multi-city trip, you can add more than two lines to your itinerary.
To create a Travel Allowance Itinerary for an already created report:
- Log in to SAP Concur.
- Click the Expense tab.
- Open the existing expense report.
- Click Travel Allowance.
- Under Travel Allowance section, click Manage Travel Allowance.
- In the itinerary window, click 1. Create New Itinerary at the top left of the page.
- Type in the required information for your departure date (be accurate with dates and times so it does not overlap).
- Click Save.
- Type in the required information for your return date.
- Click Save.
- If the trip consists of multiple stops, you may continue inserting information for other legs of your journey until you are done. Click Next.
- You'll be taken to the Expenses & Adjustments screen (see screenshot below). Make any necessary adjustments by checking the appropriate boxes in case you want to exclude one of the meal allowances.
- Click Create Expenses.
Note: If you are creating a travel allowance itinerary from a new expense report, you will be prompted after completing the report header details to claim travel allowances. After clicking yes, you will be taken to the Travel Allowance Itinerary screen then follow the steps above beginning with step 6.
Reminder: Valid itineraries have two rows:
- The first row includes the travel details for the date of departure
- The second row includes the travel details for the date of return
