Concur
Concur is a tool that integrates travel request and expense reporting with a complete travel booking solution for CSU faculty and staff. All CSU campuses are transitioning to Concur to streamline paperwork for travel, shorten approval/review times, and improve audit/payment cycles. Concur also offers the SAP Concur Mobile App to manage expenses and business travel on a mobile device and/or tablet.
New Travel Process
Review the CSU Travel Policy and the SDSU Travel Policy (PDF), to ensure you are aware of the requirements of the policy. If you do not comply with the policy, you may not be reimbursed for your travel costs.
As soon as you know you are going to travel, create your new request for the trip. Once you request your trip, the workflow will automatically route to your FAH approver and supervisor for approval. Delegation of approval can only be delegated up in FAH and/or management. Delegation of booking can be delegated to anyone. Please note approval must be completed within 5 business days.
Log into Concur (via P2P Sharepoint)
If you're logging into Concur for the first time, be sure to view the following training video for help setting up your profile prior to submitting your first travel request:
- Profile Set Up
- Youtube video: https://youtu.be/w1o8AXHSi-U
- PDF Guide: CONCUR - How to Set Up Your Profile in Concur Guide (PDF)
- How to Create and Submit a Travel Request
- Youtube video: https://youtu.be/ggTzIOoAHdM
- PDF Guide: CONCUR - How to Create and Submit a Travel Request Guide (PDF)
Concur Account String Rubric
For use in submitting travel requests and allocation
As Shown in Concur | Correlating Oracle Segment |
---|---|
Fund | Fund* |
Department | Org |
Program | Function |
Class | Endeavour** |
Project | Org/Activity Combination |
* All Fund numbers will have an extra 0 at the end in Concur. For instance, Fund 1006 would appear as 10060 in Concur.
** Most will use ENDV 0000.
Please note: The Natural Account segment is not shown in Concur as it is driven by Concur in the background based on charge type selections.
Concur can be used to make air, hotel, and rental car reservations for campus travel. Once the trip is approved through Concur, travelers can easily book their travel from their desktop or mobile device.
You can expense personal travel expenses or use your Aztec Travel Card. If using an SDSU credit card, you must use the Aztec Travel Card. Please note receipts are still required for any charges on the Aztec Travel Card.
After travel is finished, you must submit an expense report through Concur. When using Concur you are no longer required to use the Per Diem Worksheet. Please note you have 30 days after the travel end date to submit your expense report.
For details on how to create and submit your expense report, please visit https://youtu.be/zB1JmiA7yfw and/or CONCUR - How to Create an Expense Report Guide (PDF).
Mileage
Mileage will need to be added to a new or current expense report in Concur to receive mileage reimbursement. For more information on how to add mileage to your expense report, please review this video : https://youtu.be/R2FZPPAUdzA.
Effective January 1, 2024, the mileage rate reimbursement is 67 cents per mile.
Important Dates
Resources and Support
- Profile Set Up
- Youtube video: https://youtu.be/w1o8AXHSi-U
- PDF Guide: CONCUR - How to Set Up Your Profile in Concur Guide (PDF)
- Activating E-Receipts
- Youtube video: https://youtu.be/lA8_9w_mW_Q
- PDF Guide: CONCUR - Activating E-Receipts Guide (PDF)
- Enabling Email Notifications
- Adding Delegates
- Youtube video: https://youtu.be/MAwE9Qzwm1w
- PDF Guide: CONCUR - Adding a Delegate Guide (PDF)
- Acting as a Delegate
- Youtube video: https://youtu.be/nQErw3G9Y7M
- PDF Guide: CONCUR - Acting as a Delegate Guide (PDF)
- How to Create and Submit a Travel Request
- Youtube video: https://youtu.be/ggTzIOoAHdM
- PDF Guide: CONCUR - How to Create and Submit a Travel Request Guide (PDF)
- Booking Travel
- Youtube video: https://youtu.be/K6nz09YQG3I
- PDF Guide: CONCUR - How to Book Travel in Concur (PDF)
- Approving a Travel Request
- Mobile App Use
- IPhone PDF Guide: CONCUR - Mobile Guide - iPhone (PDF)
- Android PDF Guide: CONCUR - Mobile Guide - Andriod (PDF)
- Creating and Submitting an Expense Report
- Youtube video: https://youtu.be/zB1JmiA7yfw
- PDF Guide: CONCUR - Approving an Expense Report Guide (PDF)
- Adding Credit Card Transactions to an Expense Report
- Youtube video: https://youtu.be/ajbkJxIVxU4
- PDF Guide: CONCUR - Adding Card Transactions to an Expense Report Guide (PDF)
- Personal Car Mileage Claim
- Youtube video: https://youtu.be/R2FZPPAUdzA
- PDF Guide: CONCUR - How to Enter a Personal Mileage Expense Guide (PDF)
- Approving an Expense Report
-
- Youtube video: https://youtu.be/1VTpx6EecI4
- PDF Guide: CONCUR - Approving an Expense Report Guide (PDF)
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In person training is available for groups of 10 or more. Please complete the request form: Concur Travel and Expense - Additional Department Training Aztec Travel cards can be picked up during the Open Labs which occur every Friday from April 5, 2024- Friday, June 28, 2024. Please bring your Red ID and your CTC. An ATC is not required to utilize Concur. Yes, Open Lab sessions are on Fridays, from 10 a.m .to 11 a.m. via Zoom. If it is your first time logging into Concur, be sure to view the training video for help in setting up your profile. You can obtain real-time information about where your submission is in Concur. For requests, choose the “Request” tab and review the status of each request listed. For expense reports, choose the “Expense” tab and you will see the status noted on the expense reports tile. Travelers have 30 days after the travel end date to submit an expense report. Yes, a delegate can create requests and expense reports on a traveler's behalf. The delegate can create the reports, but the traveler must submit the request or expense report. Please visit https://youtu.be/nQErw3G9Y7M for more information on how to act as a delegate. You can access Enterprise via Concur, enter payment method (ATC or personal credit card), and reserve the car. The receipt will be generated once payment is completed. Yes, this would be considered a day trip. The traveler would indicate the same day as their travel start and end dates. A comment box will be available to describe the number of hours or details about the trip purpose if needed. Cash advance requests are to be requested for special exceptions. Please send an email to [email protected] and they will be able to determine if your request is eligible for cash advance access. Step One: Step Two:
Concur FAQ
Here is the Zoom link: https://sdsu.zoom.us/j/84800430517