SAP Concur – integrated, online tool for CSU users to request travel authorizations, book travel, submit expense reports, reconcile ProCard transactions, and approve requests and reports
Request – allows users to seek pre-approval for travel and business expenses
Expense Report – allows employees to document or reconcile business expenses, including travel card, universal card or out-of-pocket transactions, and provide a receipt. Reimbursement is made by the university to the user or the bank.
Statement Report – Type of expense report specifically for ProCard reconciliation
Cash Advance – Travel Advance, where cash is provided to the traveler prior to their trip
Delegate – User who has been given the authority to act on behalf of another user
Credit Card Service Request: A form used to manage corporate card services [e.g., new card issuance, limit changes, new approver].
Employee Request – Travel: A pre-approval for travel that includes estimated costs [airfare, lodging, meals, etc.].
Employee Request – Travel (Local/Mileage): A pre-approval for local travel involving mileage reimbursement and no per-diem.
Non-Employee Request: A pre-approval for travel for non-employees [job candidates, students, etc.]
Hospitality Justification Form: A justification record documenting business purpose for hospitality expenses. This form should be used only for expenses paid through Concur and uploaded as PDF to the associated expense report.
Employee Expense – Non-Travel: Reimburse business expenses not related to travel.
ProCard Reconciliation: Reconcile ProCard transactions.
Employee Expense – Travel (Local/Mileage): Reimburse expenses related to pre-approved local travel, primarily mileage.
Non-Employee Expense: Reimburse non-employees for pre-approved expenses.
Employee Expense – Travel: Reimburse and reconcile all expenses related to pre-approved business travel.
Backup: Delegate
Employee Reimbursements: Employee Expense - Non-Travel
Employee Travel Authorization: Employee Request - Travel (Local/Mileage), Employee Request - Travel
Employee Travel Reimbursement: Employee Expense - Travel (Local/Mileage), Employee Expense - Travel
GoCard: Travel Card
Fell's Travel Agency: Christopherson TMC
Non-Employee Travel: Non-Employee Expense
Reviewer: Previewer or Delegate
Student Reimbursements: Non-Employee Expense