Concur Travel and Expense

SAP Concur connects the entire travel program – from the travel authorization, to booking, to the expense report and reimbursement – so travelers get a complete paperless workflow. Concur helps guide travelers to make in-policy travel decisions while delivering a simpler, better traveler experience.




Step 1: Obtain State Travel Card 

Business Services will assist you in obtaining a State Travel Card. Once your card comes in, you will be notified via email with instructions on how to update your profile, this includes adding your new travel card to your profile. Any hotel or rental car reservations will automatically be charged to your card and feed into your expense report. Please make sure you are trained before using your card or booking your first trip. The travel card should never be used unless you have an approved trip in Concur.

Step 2: Request Trip 

With Concur Request, you can budget for employee expenses before they’re incurred using a customizable pre-spend control, request and approval process. Concur Request integrates with the travel and expense solutions creating an easy workflow. Automating the travel and expense processes is the simplest way to reduce paper, add a few hours back to everybody's day and cut costs. Once you request your trip, the workflow will automatically route to your chartfield approver and administrator for approval. Once approved, travelers can easily book flights, hotels and cars from a desktop or mobile device while staying compliant with CSU Travel Policy. SAP Concur delivers travel tools designed to give you visibility, efficiency and savings, while allowing travelers to book where and how they want.

Step 3: Take your Trip

Don’t forget your State Travel Card! Streamline your business travel planning and itinerary management with partnered apps such as Trip It, and Uber. Enterprise Rent-A-Car and most major hotel chains are already partnered with Concur so any required receipt will be automatically fed to your expense report if you sign up for e-receipts in your profile. If not, you can use the Concur app to snap a photo of your receipt and assign it to a line item in your expense report.

Step 4: Expense Report 

Move away from paper receipts and spreadsheets. This isn’t just about expenses, it’s about making sure everything is taken care of. From capturing data accurately and staying compliant with regulations and policies, to seeing all of your spending in one place with the tools to manage expenses wherever business takes you. When using the State Travel Card, data flows automatically into Concur Expense, so employees save time and can quickly submit an accurate, in-policy expense report. Once the expense report is submitted and goes through the chartfield and administrator approval workflow, the traveler will be reimbursed for any out of pocket expenditures.

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