Profile and Delegates

Fresno State wordmark and Discovery. Diversity. Distinction. tagline.

Dotted world map beneath Fresno State branding.

From “My Homepage,” go to “Campus Systems” and select the SAP Concur tile.

My Homepage menu with Campus Systems indicated as the selection.

SAP Concur tile in the Campus Systems area.

The Company Notes section has important information for your reference

SAP Concur dashboard with the Company Notes area highlighted.

The dashboard provides links under “Travel Alert Information” and “High Hazard” for important information about international travel

U.S. Passports and International Travel page showing the Alerts and Warnings section.

Set up your profile settings to get started

SAP Concur account menu with Settings indicated.

Start with your personal information

My Profile Personal Information page showing profile fields and required field guidance.

https://www.dgs.ca.gov/OFAM/Travel

All Required** fields must be completed

Contact Information profile fields showing Required** phone fields.

Profile – Company Information.
A Cost Center is required to book reservations in Concur. Go to Forms Portfolio, complete a Business Traveler Account form, and email the completed PDF form to mariec@mail.fresnostate.edu. The form will be sent back to you with the assigned Cost Center code for reservations.

Company Information profile section showing the Cost Center field.

Profile – Credit Cards. Concur can save a credit card for you which you can use to hold a hotel reservation. No expenses will be charged to your card.

Credit Cards profile section with the Add a Credit Card option.

Establish your Travel Assistants and Expense Delegates in your Profile Options

Profile Options page with Setup Travel Assistants and Expense Delegates areas highlighted.

To set up your Travel Assistants, click “+ Add an Assistant.”

Assistants and Travel Arrangers page with the Add an Assistant control indicated.

Search for the individual who will be your assistant. You must select a permission.
1) Can Book Travel – Can only book travel.
2) Primary Assistant – Can book travel and see past trips.

Add an Assistant form showing the assistant search field and a matching person.

Add an Assistant form showing the Can book travel and Primary Assistant permission options.

Profile – Expense Delegates can create preapproval Requests and Expense reports.
“Add” the individual who will be your Expense Delegate.

Expense Delegates page showing the Add control and employee search field.

Don’t forget to select the permission buttons to give your delegate permission to prepare preapproval Requests or Expense reports.

Expense Delegates permissions table with Can Prepare and Can View Receipts selected for a delegate.

Customize your dashboard in System Settings, including email notifications and Appearance Settings

System Settings page showing regional, calendar, email notification, and appearance settings.

Definitions

  • Concur is a travel and expense reimbursement and reporting system.
  • A Request is the same as a Travel Application and is used for preapproval purposes only.
  • An Expense Report is the same as a Travel Expense Claim and is used for reimbursements.
  • The Approver is the Manager/Supervisor/Chair who typically approves your travel.
  • The Cost Object Approver (COA) is the budget approver/analyst. This individual is the “Primary Approver” on the department Financial Signature Approval form.
  • A Delegate can create and/or view travel requests or expense reports on behalf of another employee.
  • A Travel Assistant is an individual who can make travel reservations on behalf of another employee.

Things to Note

  • Verify your Fresno State email in your profile so you can email your receipts to receipts@concur.com.
  • Enable E-Receipt Activation in your Profile Settings to obtain e-receipts from participating suppliers.
  • Keep original receipts until reimbursement for travel expenses have been received.
  • Travel Approver has seven (7) business days to approve. After seven days, the report is automatically returned to the traveler to redirect for approval.

Need help?

Marie Cuningham (559) 278-2911 mariec@csufresno.edu

Fresno State closing slide displaying the Need help? message and contact information for Marie Cuningham.

Download the PDF

This PDF is provided as a print-only reference document and may not be fully accessible to users of assistive technology. For more information, please visit Title II Rule on Digital Accessibility page.