Alert: COVID-19 (Coronavirus)

Concur Travel & Expenses (CTE)

International and all non-essential domestic travel is currently prohibited due to the COVID-19 emergency. 

Instructions: How to Cancel Travel

Instructions: How to Cancel Travel in Concur

Introducing Concur Travel

Implementation of Concur Travel & Expense was a collaborative effort between seven CSU campuses. Using this approach allowed the involved campuses to leverage resources and implement an online workflow to support business travel.

This project implements a new instance of Concur that includes the Request, Travel, and Expense modules - so travelers get a completely paperless workflow.  Concurs helps guide users to make in-policy travel decisions, gain access to negotiated contract rates, and offers an overall improved travel process.

Campus is being trained and going "live" in a phased timeline. Staff and faculty may only use Concur after they've been trained and their management has begun using it (since transactions will automatically route for approval).

Concur Site Status - dashboard of system outages or interruptions


Table of Contents

(click on the orange buttons to pull up training guides)

Complete Concur User Guide

Minimum Requirements for All Travelers

Overview Guide

We're currently in Phase 1: No guests, students, groups, or auxiliary-funded travel is allowed in Concur.
Learn general information about the Concur Travel and Expense platform, what it is, who can use it, the benefits and components of the online platform. For content-specific questions, see the information below.

Profile Setup Guide

Prior to using Concur Travel and Expense, you must complete your user profile.  You can also assign arrangers (to make travel reservations for you) and delegates (to compile your Travel requests and Expense claims for you).
Video: Setting Up Your ProfileVideo:Activating E-Receipts

Request (traveler or delegate)

The request module is used to enter trip-related details, estimate costs, communicate time away from campus, and document the required pre-approval of travel. This replaces the Travel Authorization Request Form.
Video: Create and Submit a Travel Request
Video: Adding Expenses to a Request
Video: Closing a Request (After All Related Expenses Have Been Submitted)

Travel (traveler or arranger)

The travel module can be used to make air, hotel, rail and sometimes car reservations for CSU travel. Travel arrangements made through the Concur Travel module are managed by our CSU Travel Management Company (TMC), Christopherson Business Travel (CBT). Any call to CBT will result in a $26 per-ticket charge.
Most simple travel can be booked in the travel module without contacting CBT. We recommend only contacting CBT with complicated travel plans.
Campus is not required to make travel reservations within Concur. Externals bookings (i.e. Uniglobe) can still be made.

Video: Booking a Flight
Video: Booking a Hotel

Things to consider while traveling:
♦ Itemized receipts and proof of payment is required for all expenses of $25.00 and over.
♦ CBT can be contacted to assist with reservation changes/cancellations 24/7 if reservations were made through the Concur module.

Expense (traveler or delegate)

The Expense module is used to submit all claims for reimbursement and to reconcile the Concur Travel Credit Card activity.
Video: Acting as a Delegate
Video: Itemizing Nightly Lodging Expenses
Video: Allocating (Splitting) Expenses
Video: Adding Concur Travel Credit Card Charges to an Expense Claim
Video: Adding an Expense to an Expense Report
Video: Adding Personal Car Mileage
Video: Working With Available Receipts
Video: Correcting and Resubmitting an Expense Report

Approval (approver)

Concur travel requests and expense claims must be reviewed and action must be taken to complete the approval workflow in CTE. Approvers will receive an email notification when a transaction has been submitted for their approval.
♦ Request: Approvers have 7 days (including weekends) to approve.
♦ Expense: Approvers have 10 days (including weekends) to approve.
Video: Approving a Request
Video: Reviewing and Approving an Expense Report
Video: Sending an Expense Report Back

Concur Travel Credit Card (traveler)

The travel credit card program was created in conjunction with implementing CTE. This card is available for eligible employees who travel 2+ times per year on University business and submit all their travel in Concur.
Credit Card Application

Mobile Applications (traveler)

The CTE implementation included two mobile applications that may be used by employees.
♦ Concur app - can be used to capture receipts, classify expenses, and build expense reports using  smartphone or mobile device.
♦ TripIt app - can be used to manage itineraries, with functionality that provides change alerts (especially important during air travel), neighborhood ratings for hotel locations, and overall itinerary management.
Video: Setting Up the Concur Mobile App

Concur FAQs



Payment Services

Concur Travel & Expense (CTE) Login

Travel Staff
Sally Shaff (Lead)                    sshaff@csub.edu x6207
Felisitas Alvarado (Technician)   falvarado3@csub.edu x2535
Becky Lappin (Manager)           blappin@csub.edu x2531


Payment Services Office
Administration East Building
Mail Stop: 35ADM
661-654-2862
accounts_payable@csub.edu

Regular Hours
8 a.m. - 5 p.m.
Monday - Friday

 

CONCUR TRAINING

Concur Training Video & Test

Travel Globe