Learn More About 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.
How Do I log into Concur?
Concur Login can be found here:
P2P Modern Sharepoint site
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 | Endeavor** |
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.
Foundation and Other Non-State Funded Travel
When traveling on Foundation and/or other Non-state funds, the traveler will still need to create an “off campus pass” in Concur via the travel request process. This guide will walk you through on how to submit a foundation and other non-state fund - off campus travel request in Concur.
All SDSU Research Foundation funded international travel must use the Concur comment field to note the Foundation Fund Number. This information is used to ensure proper expensing of travel insurance.
PDF Guide: CONCUR - Foundation and other Non-State Fund - Off Campus Travel Request Guide (PDF)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)
- Profile Setup for Delegation (Faculty Use)
- Youtube video: https://youtu.be/N0G00hKdTQM
- How to Create and Submit a Travel Request
- Youtube video: https://youtu.be/amn48iOf_TM
- PDF Guide: CONCUR - How to Create and Submit a Travel Request Guide (PDF)
- Allocation in Concur
- Youtube video: https://youtu.be/cqSV2zlWpNI
- Booking Travel
- Youtube video: https://youtu.be/K6nz09YQG3I
- PDF Guide: CONCUR - How to Book Travel in Concur (PDF)
- Approving a Travel Request
- Blanket Travel Requests
- Youtube video: https://youtu.be/k_F6wwsv0Zw
- 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 - How to Create 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)
- Adding Per Diem to an Expense Report
- Youtube video: https://youtu.be/U8gSKzliG5E
- Adding an International Hotel Per Diem to an Expense Report
- Youtube video: https://youtu.be/VsWAX0mnFdQ
- 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
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- Youtube video: https://youtu.be/1VTpx6EecI4
- PDF Guide: CONCUR - Approving an Expense Report Guide (PDF)
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Concur can be used for SDSU Staff and Faculty travel. Use of the Concur booking tool cannot be used for student, Research Foundation employee, or non-employee travel. Please utilize the previous T2 and TEC process for these individuals. 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. 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. If it is your first time logging into Concur, be sure to view the training video for help in setting up your profile. Please ensure that you have logged into your profile on the desktop version and verified your email address in profile settings. Please direct your questions related to Concur issues to [email protected] The ATC is only for personal use and cannot be used to purchase on behalf of, or for others. 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 Concur Travel: Acting as a Delegate (Youtube) for more information on how to act as a delegate. Yes, you can add multiple account strings to then apply to a travel Expense Report in Concur. Please visit Concur Travel: Allocation in Concur (Youtube) for more information on how to allocate expenses. 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. Travelers have 30 days after the travel end date to submit an expense report. 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. Traveler: The traveler is approving their travel requests and expenses for the following items. Supervisor of Record: The supervisor of record is approving travel requests and expenses for the following items. FAH: The FAH of record is approving travel requests and expenses for the following items. Our estimation is that reimbursements will be paid out within 2-3 weeks of accounts payable receiving the submitted and approved expense report. If a report is submitted (Request/Expense) it can be recalled by the traveler/sent back by the processor (AP travel team member) as long as it is not fully approved by the processor (AP travel team member) once it is fully approved, it can not be recalled. 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. 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: Blanket Travel Request is for travel within San Diego County, Imperial County, Baja California - MX, and Oaxaca - MX. Below is the international blanket process. Please watch the Blanket Travel Request (Youtube) for more information on blanket travel in San Diego County and Imperial County. For more information, please contact [email protected]. Traveler fills out a Travel Registry for their first international blanket trip. (Travel Registry must be completed for each individual trip to ensure SDSU knows when an employee is out of the country). Traveler submits a Concur blanket request for 1 year. (Blanket requests can only cover San Diego County, Imperial County, Baja California - MX, and Oaxaca - MX; and Concur blankets can only cover mileage and parking expenses.) Please watch the Blanket Travel Request (Youtube) for more information on blanket travel in San Diego County and Imperial County. Traveler emails Risk Management ([email protected]) with a copy of the approved Travel Registry and Concur Request to request insurance for 1 year to the requested destination. (It is the responsibility of the traveler to ensure they repeat steps 1-3 once their insurance has expired) Please refer to the following websites: GSA Domestic Per Diem Rates: for lodging and meals and incidental expenses incurred while on official travel within the continental United States (CONUS). Foreign Per Diem Rates: for lodging and meals and incidental expenses incurred while on official international travel, outside the CONUS. Defense Travel Management Office: for Hawaii/Alaska rates.
Concur FAQ
Here is the Zoom link: https://sdsu.zoom.us/j/84800430517
Overview: Cash advances that are requested can be issued up to a max of 80% of the per-diem for the trip and 80% of out of pocket expenditures (if utilized)(Example: Hotel, flights, etc. that were not University paid). Cash advances should not be utilized in lieu of using the ATC and/or Ghost Cards and should only be used if no other payment vehicle exists as a viable option.
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