SMU Travel, Simplified

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The basic process, approval for your trip, booking transportation and lodging and creating your expense report, is outlined below. If you have any questions, please email us at travel@smu.edu.

Approval – Submit a travel request through Concur:

· The org owner approves travel requests in advance.
· A travel request provides a reasonable estimate of the full cost of the trip, including transportation, lodging and meals.
· Remember to make a note of the request ID for future use during the booking process.
· Look for an email confirming when the travel request has been approved.

Book – your travel through Concur:

• Select air, hotel and rental car options.
• Look for travel options that include a green icon that indicates the rates are within policy.
• For a quick five-minute tutorial, visit this page.

Create – a travel expense report:

· When the trip is complete, create a travel expense report to document expenses charged to your SMU Card or to request reimbursement.
· Use your phone to take pictures of receipts to upload to Concur.
· Match expenses and receipts to create a report.
· Submit the report for approval and reimbursement.

Detailed – instructions (web demonstrations, screen shots, step-by-step instructions) can be found here.


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