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GIVEConcur Travel and Expense Management
Concur is a comprehensive web-based tool that integrates travel requests, booking, P-card reconciliation, expense reporting, and an automated approval workflow 鈥� all in one system. Concur is used for official, state-funded, employee business travel and P-card expense reconciliation.
As part of the systemwide CSU Expense Management Optimization project, the Concur single instance now has updates to the Concur travel and expense management system. In addition to travel reconciliation, Concur now has built-in workflows to:
- Request new credit cards (Travel Card and P-Card) or update existing cards directly in Concur (e.g., credit limit changes)
- Reconcile P-Card transactions and upload receipts in Concur as they post
- Complete the Hospitality Justification Form in Concur for purchases paid outside the requisition/PO process in P2P
- Request and reconcile non-employee travel in Concur
For more information and detailed guides, please visit the website. Please submit a for any questions.
Key Transition Dates
- March 11:听Concur听go-live;听start entering听new travel requests听and听travel expense reports听
- March 16听鈥撎�20:听Expected听distribution听of new P-cards听at听WH B-485听
- March 20:听Last day to use听current P-card听听
- March 23:听New听P-cards activated for听use;听use听Concur听Hospitality Authorization Form听for听P-card听expenses;听submit听non-employee听travel听requests听through听Concur听
Drop-in Office Hours
Drop-in office will be offered on Thursdays at 2:30pm. Please join using this .
How to Access Concur
Login to , click Employees tab, click Concur icon under Launchpad.
- Setup听Concur Profile
Verify your personal information, name an emergency contact, set preferences for email notifications, assign delegates, connect a mobile device, and more. - Request Trip
With Concur Request, you can budget for employee expenses before they鈥檙e incurred using a customizable pre-spend control, request and approval process. Concur Request integrates with the travel and expense solutions creating an easy workflow. Automating the travel and expense processes is the simplest way to reduce paper, add a few hours back to everybody's day and cut costs. Once you request your trip, the workflow will automatically route to your chartfield approver and administrator for approval. - Enroll in Direct Deposit (EFT)
This is not required but is HIGHLY RECOMMENDED! The address you enter in Concur does not sync up with CFS (our payment system) so we will not know if you have moved. Direct deposit is also much faster than waiting for a check to come in the mail and eliminates the chance for lost checks. You will also receive an email when a deposit has been initiated. Please note that this is completely separate than the direct deposit you may have setup for state payroll. - Book Your Trip
Once the Travel Request has been approved, travelers can easily book flights, hotels, and cars from a desktop or mobile device while staying compliant with CSU Travel Policy. Concur delivers travel tools designed to give you visibility, efficiency, and savings, while allowing travelers to book where and how they want. - Take your Trip
During your trip, streamline your business travel planning and itinerary management with partnered apps such as Trip It. Enterprise Rent-A-Car and most major hotel chains are already partnered with Concur so any required receipt will be automatically fed to your expense report if you sign up for e-receipts in your profile. If not, you can use the Concur app to snap a photo of your receipt and assign it to a line item in your expense report. - Expense Report
Move away from paper receipts and spreadsheets. This isn鈥檛 just about expenses, it鈥檚 about making sure everything is taken care of. From capturing data accurately and staying compliant with regulations and policies, to seeing all of your spending in one place with the tools to manage expenses wherever business takes you. When using the Travel Card, data flows automatically into Concur Expense, so employees save time and can quickly submit an accurate, in-policy expense report. Once the expense report is submitted and goes through the chartfield and administrator approval workflow, the traveler will be reimbursed for any out of pocket expenditures.