Concur Travel & Expense Management

 

7/9/26 - Listen to the recording of the Concur Travel & Expense workshop here.  Next Concur Travel & Expense Zoom Workshop is scheduled for Thursday, August 20th 2:00PM-5:00PM. Register on CSULearn!

8/11/26 - Non-Refundable airfares showing as Refundable - This is to make you aware of a current issue in Concur. At the moment, non-refundable airfares are displaying as "fully refundable." Even though Concur is currently listing these fares as refundable, they are in fact non-refundable airfares. This error is affecting all airlines.

8/6/26 - Concur New Enhancements Now Live - 

Expense Types & Data Entry

* "Other Expense" now requires more detail: If you select the "Other Expense" expense type, you will now be required to enter a comment explaining the expense, regardless of your approval policy. Whenever possible, please choose a more specific expense type that matches your purchase rather than using "Other Expense."

* Parking/Tolls and Personal Car Mileage are now available on Non-Travel Reports: You can now submit Parking/Tolls and Personal Car Mileage expense on a Non-Travel Expense Report. 

* Pipe symbol ( | ) no longer allowed: The pipe symbol is now excluded from all Expense Entry text fields in Concur Expense. Please avoid using this character when entering comments or descriptions.

* A Passenger Name field has been added to the airfare entry form. This field is optional.

Hospitality Enhancements

* Marketing approval streamlined for Promotional Items: On the Hospitality Justification Form, Marketing approval is now only triggered when a Request includes the use of logo/branded promotional merchandise. If your Request does not include logo items, it will no longer route to Marketing for review.

* Marketing approval removed from Expense Report workflow: Marketing approvel is no longer required as a step within the Expense Report workflow for hospitality expenses.

* New Hospitality Event Type options: The "Entertainment/Recreational" event type has been renamed to Sporting Event (Professional) and requires President Exeption Approval. A new event type, Sporting Event (University team), has also been added for use when requesting tickets or attendance at University sporting events.

* Hospitality Justification Form reminder emails: Automated email reminders will continue to notify you when a Hospitality Justification Form is pending an associated Expense report, with instructions based on payment method: Pro Card use: Print a PDF copy of the request, attach it to your ProCard Reconciliation Report, and close the request once completed. Travel Card/Universal Card use: Create an Expense Report and attach the Hospitality Justification Form to it.

 

New Single Instance Concur Important Notes -

If employees are still receiving a Supplier ID error, please send me their names and employee ID numbers so they can be added to CFS.

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.

Before making reservations in Concur, you must submit a preapproval Request. The Concur reservation will require the Request ID#.

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.

 

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.

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