Accounting Services

Concur Travel & Expense Management

The new Concur CSU Single Instance program is now live! All employees will have to update their Profile settings and reassign their Expense Delegates and/or Travel Arrangers. Any unsubmitted reports or reports which were not yet fully approved were archived from the old system and were not carried forward to the new system, so employees will have to recreate those reports which have not been paid.

Agendas/Itineraries are required for ALL travel including private vehicle mileage.

For employee hospitality expense reimbursements, you will first have to create a Hospitality Justification form in the Request module. When that is approved, add the approved Request to your Expense report before submitting. Request Details > Manage Requests > Add Request.

The Supplier ID error may be an ongoing issue when submitting reports in Concur. If you are receiving the Supplier ID error, try opening your report, go to your Report Header in the Report Details menu, and click the "Save" button again. If that doesn't work, contact Marie Cuningham.

Employees with 5-digit IDs are currently not able to submit reports or approve reports. As a workaround, Accounting Services will process copies of the Concur Expense Reports for the employees who cannot submit their reports or have them approved in Concur due to the 5-digit issue. If an employee has a 5-digit ID or has a report which must be approved by an employee with a 5-digit employee,  please follow the steps below.

  • In the Print/Email menu, save a copy of the Expense report and the corresponding Request, if applicable. 
  • In the Receipts menu, view the receipts in a new window and save that as well.
  • Route the packet in AdobeSign for signatures and add Marie Cuningham at the end as a Certified Recipient.
  • Keep a copy for your records.
  • DELETE the Request and Expense reports. DO NOT resubmit the reports later because the system will automatically generate a voucher when it is submitted which will create a duplicate payment. Any reports which are pending approval must also be RECALLED or RETURNED to the employee and deleted to avoid a duplicate payment or a voucher process.

 

All State employees are required to complete the Concur Expense report for reimbursement.

State employees traveling internationally must complete the Concur Request preapproval form.

The Concur system is NOT for student or group travel.

Concur Open

Having trouble with Concur? Get up-to-the-minute service availability and performance information for Concur by clicking here.

Contact Marie Cuningham at (559) 278-2911 or mariec@csufresno.edu for more information.

Click here for Concur New User Interface: Changes, Known Issues, and Temporary Workarounds

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

All transportation arrangements booked through Concur are billed directly to the State's Direct Bill account. University guests and employees traveling on university business may take advantage of direct billing. 

  • A conference agenda or meeting itinerary is required to be submitted with all travel claims
  • Only economy air travel is allowable for reimbursement. Any upgrades must be paid for by the employee and are not reimbursable
  • Concur is not for personal travel
  • Personal credit cards cannot be used to purchase airfare, rail or car rentals through Concur
  • The Direct Bill account does not include hotel reservations. A personal credit card must be used to hold a reserved room until check-in.
  • Special conference room rates and reservations must be made directly with the negotiated hotel(s)
  • Campus departments may purchase airfare for guest travelers through Concur. A BTA form must be on file before making guest reservations

The booking fees for using Concur's online booking tool and CI Azumano reservations are as follows:

Services and Fees
Service/Description Online Transaction Fee Agent Assisted Fee Additional Fees
Air/Rail(+Hotel and/or+Car)* $4.50 $10.25 N/A
Hotel and/or Car Only Reservation $2.25 $10.25 N/A
Virtual Payment Deployment N/A N/A $4.00
Ticket Exchange N/A N/A $10.25
Ticket Refund N/A N/A $0.00
Ticket Void N/A N/A $0.00


 *Flat fee for booking any combination of domestic or international air, rail, car and hotel.

**Reservation made withouth agent assistance.

Concur user guides and resources are now located in the CSUYou page.

 

Profile Settings

Concur Mobile App