Roles

Request - Generate a Hospitality, Travel, or Credit Card Request

Depending on your department’s requirements, your request will include key details like event location, trip dates, destination, purpose, card options, attachments, and your budget. Once you submit a request, it  automatically routes for approval so that everything stays in line with CSU policies.

Expense / ProCard - Create a Travel Expense Report or Reconcile a ProCard

Upon returning from travel, submit your expense report efficiently using Concur’s e-receipts and integrated tools to support timely reimbursement. CSU travel policy is embedded within the system to help ensure compliance. ProCard Services in Concur include reconciliation, credit limit increase requests, purchase exception requests, and approval workflows.

As a Traveler, you will create and submit Travel Request and Travel Expense Reports for approval, as well as manage your trip expenses, receipts, and other supporting documentation. Some Concur activities can be delegated.

Travel - Book Travel in Concur​

• • Arrange all your travel ne​eds in one place. You can even save your rewards programs and memberships to your profile and calculate mileage through Google Maps integration.

  • Travel Profile: Update your travel profile with personal information and travel preferences.

  • Flights: Book your flights directly in Concur with most major carriers like in any other popular travel app.

  • Hotels: Reserve your hotel stays.

  • Rental Cars:​ Arrange for rental vehicles.

Some of your Travel booking activities can be performed by a Travel Arranger.

Individuals with approver authority are responsible for reviewing and approving Requests for Card Services, Hospitality, and Travel. Approvers also review and approve Expense Reports and ProCard Statement Reports.

An Ad Hoc approver can be inserted between approvers, before or after another in the approval workflow. As best practice we recommend not inserting an adhoc approver before the default approver Direct Supervisor.

In Concur, a delegate is a trusted employee authorized to act on your behalf to create, edit, and submit travel requests, bookings, and expense reports. Delegates can be assigned specific permissions, making it easy to share responsibilities and streamline administrative tasks.

The Concur user who delegates to a delegate is sometimes referred to as a delegator.

Travel arrangers can view and manage trips for travelers who have granted them permission.

Travelers must authorize individuals to book or modify travel on their behalf through their user profile.

SJSU's new Travel Management Company, or TMC, in Concur is Christopherson.