Accounts Payable

Concur Travel & Expense (CTE)

Implementation of Concur Travel and Expense (CTE) was a collaborative effort between six CSU campuses and the Chancellor’s Office. The cohort leveraged resources to implement an online workflow that supports business travel in accordance with CSU Travel Procedures.

CTE includes request, travel, and expense modules – so travelers get a complete paperless workflow that spans the lifecycle of a travel transaction. CTE helps guide travelers to make in-policy travel decisions, gain access to negotiated contract rates, and offers an overall improved travel process. We look forward to working with you in this platform!

Concur Site Status - dashboard of system outages or interruptions(opens in new window)

RESOURCE LIBRARY

Expand All | Collapse All

    • Concur Basics & CSU Learn Trainings

      Learn general information about the Concur Travel and Expense platform. For content specific questions, see information in specific sections below or refer to the FAQ section.

      CSU Learn Trainings

      Concur (CTE) General Overview(opens in new window) (Self-paced instruction)
      General travel and Concur self-paced overview for new Concur Travel & Expense (CTE) users. Course highlights travel lifecycle and general flow of activity through the CTE platform.

      Concur (CTE) User Lab/Ask an Expert(opens in new window) (Zoom, virtual meeting)
      Hands-on assistance in Concur Travel & Expense (CTE) with preparing travel requests, booking travel, preparing expense reports, or the approval process in CTE platform.

      Videos

      Concur Dashboard Introduction
    • Complete User Profile, Assign Travel Arranger & Delegate (Assistant)

      Prior to using Concur Travel and Expense you must complete your user profile. You can also assign delegates/arrangers who can assist with initiating travel requests, booking travel reservations and compiling expense reports.

      Reference Guide

      Profile Setup (PDF)

      Videos

      Profile Setup
      E-Receipt Activation
    • Create a Travel Request

      The request module is used to enter trip related details, estimate costs, communicate time away from campus, and document required pre-approval.

      Reference Guide

      Create a Travel Request (PDF)

      Videos

      Acting as a Delegate or Travel Arranger
      Creating a Blanket Travel Request for Mileage
      Travel Request for Unfunded/Liability Only Trip
    • Book Travel

      Concur can be used to make air, hotel, rail, and rental car reservations for campus travel. Travel arrangements made through CTE are managed by our CSU Travel Management Company (TMC), Christopherson Business Travel (CBT).

      Things to consider while traveling:

      Itemized receipts and proof of payment is required for all expenses >$55
      CBT can be contacted to assist with reservation changes/cancellations, as needed, while in travel status.

      800-285-3603 (5 a.m. to 6 p.m., PST) or csu@cbtravel.com
      800-960-7862 (emergency after hours, use CIT code - P6LV)

      Enterprise reservations should be made within CTE. However, should travel plans change or there is a need to make a last minute reservation these can be done at the counter (in person) or online at enterprise.com. You must have necessary contract codes to access campus rates and liability coverage. If you do not use the campus Enterprise contract then you should consider purchase of additional coverage, however, reimbursement is not guaranteed if not justified as to why the contract with appropriate coverage was not used. Contact the Accounts Payable Office for contract codes at x6426.

      Reference Guide

      Booking Travel Reservations in Concur (PDF)

      Videos

      Booking a Car
      Booking a Flight
      Booking a Hotel
    • Create an Expense Report

      The expense module is where a user can access their receipt library, travel credit card expenses that feed to their profile (as applicable), and expense reports in progress or previously completed to claim and record costs associated with an approved trip.

      Reference Guide

      Creating an Expense Report (PDF)

      Videos

      Adding a Receipt
      Adding a Campus Credit Card Expense to an Expense Report
      Itemizing a Hotel Expense
      Creating Expense Report from Travel Request for Blanket Mileage
      Creating an Expense Report from an International Travel Request
    • Approving a Travel Request or Expense Report

      Approvers are automatically designated in the Concur workflow. They will receive notifications as submissions are added to their queue for review. The following resources will highlight some considerations and tips for users performing in this role.

      Reference Guide

      Approving Travel Requests & Expense Reports (PDF)

      Videos

      Tips for Approving Travel Request
      Tips for Approving Expense Report
      Delegating an Approver During Absence
      Acting as an Approver Delegate
    • Travel Credit Card

      Campus travel credit cards are issued to eligible employee travelers, upon department approval. The credit card can be used for all travel elements and the charges automatically feed into a cardholders CTE profile, to later be attached to a related trip expense report. Attaching to an expense report is how the card activity is reconciled.

      Reference Guide

      Travel Credit Card Basics (PDF)

      Videos

      Credit Card Activity & Profile Connection
    • Mobile Applications

      The CTE implementation included two mobile applications that can be used by employees.

      Concur app - can be used to capture receipts, classify expenses, and build expense reports using a smartphone or mobile device.

      TripIt app - can be used to manage itineraries with functionality that provides change alerts, neighborhood ratings for hotel locations, and overall itinerary management.


      Reference Guide

      Connections to Mobile Applications (PDF)

      Videos

      Setting Up Concur Mobile App

FAQ(opens in new window)
General information about most frequently asked questions or miscellaneous functionality not covered in specific topics above.

Need Further Help - Submit Team Dynamix Ticket(opens in new window)