Concur Invoice Professional Edition Administration Help

Change Your Travel Preferences (Air, Hotel, Car Rental, Rail Preferences)

To edit your travel preferences:

  1. Click Profile > Profile Settings > Travel Preferences (in the Travel Settings section of the left-side menu).

  2. Complete all required fields.

    Section

    Description / Notes

    Eligible for the following discount travel rate/fare classes

    Enter any discount membership information.

    Air Travel Preferences

    Concur will attempt to place you in the best seat available based on your preferences, including:

    • Your preferences

    • Any medical alerts

    • Your preferred departure airport - this airport will appear by default in the departure field on the Flight Search tab

    Rail Travel Preferences

    Select the desired preferences.

    Hotel Preferences

    Enter:

    • Your preferences

    • A check next to any accessibility needs or preferences

    Car Rental Preferences

    The car rental type you select here becomes the default when you search for a car. Make sure to stay within your travel policy.

    How it works

    The rules for auto-selection in the car rental result grid is as follows:

    • If only one result is your preferred car class (or if you have no preferred car class, then the travel configuration default car class) from a preferred supplier, that combination of supplier and car class is automatically selected when the page loads.

    • Otherwise, if only one of the suppliers who returned results is preferred, that supplier is automatically selected, but no car class is automatically selected.

    • Otherwise, if only one of the car classes is your preferred class (or if you have no preferred car class, then the travel configuration default car class), that car class is automatically selected, but no supplier is automatically selected.

    • Otherwise, no results are automatically selected.

    When car rental results are returned, your preferred car transmission (Automatic, Manual or Don't Care) is automatically selected in the results filter.

    If a new search is performed using the left-side search panel, the current transmission filter (not your preference) is automatically used in the new search results.

    Frequent Traveller Programmes

    Enter your frequent traveller memberships. To add a new one:

    • Click the Add a Programme link to enter up to five memberships at a time.

    • Make sure that the name for the membership matches the name in your profile, including middle initial.

    • Enter programmes exactly as they appear on your card, excluding spaces and dashes. Do not add any additional characters, or the carrier code. If you enter a programme incorrectly, you will get a profile error from the reservation system.

    • Select the type of membership first, air, car or hotel. This will determine the list of suppliers that appear.

    • Use the Search this Supplier check box to prioritise the search in Travel. Keep in mind that your travel policy will usually override your individual supplier preferences.

    Advantage Programmes

    Enter your air/rail advantage programme information.

    To add a new one:

    • Click the Add a Programme link to enter up to five memberships at a time.

    • Select the carrier. This will determine the list of programmes.

    • Select the programme.

    • Enter the programme number and the expiration date.

    TSA Secure Flight

    Complete the required fields.

    International Travel: Passports and Visas

    Enter your passport or visa information.

    You may be able to add as many as two passports and 10 visas.

  3. Click Save.