Concur
Cal Poly Pomona has adopted Concur as the electronic travel request and expense management system. The Concur system is a cloud based solution offering paperless, electronic travel request and expense reporting for campus business related travel. It is a self-initiated process, where the traveler is able to submit Travel Requests and Expense Reports electronically; including the entry of trip details, uploading of supporting documentation, and the routing of approvals to the appropriate campus Administrators.
The system should be used for University employee (faculty/staff) business related travel that is funded through the following:
- State-side funding
- CPP Enterprise Foundation Account funding
- CPP Enterprise Foundation Contract and Grant funding
- CPP Philanthropic Foundation
General Information
Travel Request
- Creating and Submitting a Travel Request_Concur Tip Sheet_New UI (PDF)
- Approving a Travel Request_Concur Tip Sheet_New UI (PDF)
- Closing a Travel Request_Concur Tip Sheet_New UI (PDF)
Expense Report
- Creating a New Expense Report_Concur Tip Sheet_New UI (PDF)
- Adding an Approved Request to a New Expense Report_Concur Tip Sheet_New UI (PDF)
- Adding an Out-of-Pocket Expense to a Report_Concur Tip Sheet_New UI (PDF)
- Entering a Personal Car Mileage Expense_Concur Tip Sheet_New UI (PDF)
- Itemizing Nightly Lodging Expenses_Concur Tip Sheet_New UI (PDF)
- Reviewing and Approving an Expense Report_Concur Tip Sheet_New UI (PDF)
- Sending Back an Expense Report_Concur Tip Sheet_New UI (PDF)
- Correcting and Resubmitting an Expense Report_Concur Tip Sheet_New UI (PDF)
- Deleting an Expense Report_Concur Tip Sheet_New UI (PDF)
How to User Guides
- Welcome to Concur_The Basics (PDF)
- Assigning & Acting as a Delegate (PDF)
- Creating a Travel Request (PDF)
- Creating an Expense Report (PDF)
- Creating a Blanket Travel Request for Mileage (PDF)
- Creating an Expense Report from a Blanket Travel Request (PDF)
- Creating a Zero Value Travel Request (PDF)
- Approving a Travel Request & Expense Report (PDF)
SumTotal Resource Bundle
Videos
Functional Contacts
For questions regarding the Travel Procedures or how to use Concur, please contact:
A staff member from University Accounting Services/Accounts Payable will contact you to address your question.
Technical Contacts
For technical questions regarding the Concur system, a traveler cannot log into the system, or a travelers default approvers need to be updated, please contact:
A staff member from IT will contact you to address your question.