CONCUR EXPENSE Manual: Adding a Travel Arranger

CONCUR EXPENSE Manual: Adding a Travel Arranger
The travel role needs to be assigned to both the assistant and the employee prior to
adding a travel arranger.
Log into MySLU, click on the Tools tab, then click on the Cliqbook & Concur Expense green
suitcase icon. Once in Concur, click on the PROFILE tab. Then on the left hand menu under
the Travel Setting section, click the ASSISTANTS/ARRANGERS link.

In the Assistants and Travel Arrangers section, click on ‘Add an Assistant’.

Put in your ‘Search Criteria’ to find the assistant. Use the drop down to choose what to
search by and click ‘SEARCH’. From the drop down in the ‘Assistant’ field, choose the
employee you want to add. Check mark the box ‘Can book travel for me’ and save.

If an employee’s name already exists as an arranger but you are not appearing in their drop
down, make sure you’ve checked the ‘Can book travel for me’ box. Click on the pencil (edit)
icon on the right hand side of the screen.
Myers, Lori

Click the box next to ‘Can book travel for me’ and ‘Save Changes’. This will give the assistant
appearing in the box the ability to book travel for you.
Myers, Lori