A request is the main document created in Concur Request. It includes estimates of how much the user plans to spend in the immediate future, particularly to go on a business trip. Like an expense report, a request includes a header with high-level information about the request and a detailed list of the expenses. Users can also attach documentation to the request before submission for approval.
Each request follows a predefined approval process to ensure that all stakeholders can review and approve the projected expenses before the money is spent. Once approved, the request can be linked to an expense report so management can compare the original estimates to the actual expenses. Customers can define in what circumstances requests are required and what types of expenses can be included in a request.
Note
The procedures and videos in this unit only show the creation of the request, future units will show how to add the details, such as needed expenses.
