Naming Convention. These instructions cover how to name the Report / Trip Name on the Concur Travel Request and Expense Report.

Transcription

1 Naming Convention These instructions cover how to name the Report / Trip Name on the Concur Travel Request and Expense Report. Table of Contents Naming Convention Summary... 1 Accessing Concur through CSUF Portal... 3 Creating a Travel Request... 4 Naming a Travel Request (One Time Travel)... 5 Naming a Blanket Travel Request... 6 Creating an Expense Report... 7 Naming a Travel Expense Report... 8 Naming a P Card Travel Expense Report... 9 Naming a Blanket Travel Expense Report Naming a P Card Goods and Services Expense Report Accessing a List of Naming Conventions in Concur Naming Convention Summary Naming Convention Travel Request / Expense Report [Month] [Year] [Destination] Month and Year for the travel date and the trip Destination Example: SEP 2017 San Diego, CA NOTE: This includes expenses paid by your P Card, Cash Posting Order for registration fee, University check for registration fee, personal credit card, cash, etc. V.1 Page 1 of 12

2 Naming Convention P Card Travel Expense Report P Card Travel [Month] [Year] Month and Year for the P Card billing cycle dates Example: P Card Travel SEP 2017 NOTE: This is only if travel expenses are paid on your p card for other travelers. Travel Request Blanket Blanket Travel FY [Year] [Year] Example: Blanket Travel FY Expense Report Blanket Blanket Travel [Month] [Year] Example: Blanket Travel SEP 2017 NOTE: The Concur Expense Report (Blanket Travel) must be submitted on a monthly basis and only for the travel dates for that month. Select Blanket Travel (Mileage, Parking, Tolls) for the Report/Trip Purpose on the Concur Expense Report (Blanket Travel) and the Travel Request (Blanket Travel). P Cards Goods / Services Expense Report [Month] [Year] P Card Example: OCT 2017 P Card V.1 Page 2 of 12

3 DivisionofAdministrationandFinance AdministrationofFinanceInformationTechnology Fax Concur AccessingConcurthroughCSUFPortal ScreenShots ProcessingSteps Step1: LogintotheCSUFportal. Step2: UnderMoreApps,clickon Concur. V.1 Page3of12

4 Creating a Travel Request Click on the Requests tab to view your active travel requests. If you already have one created, you ll see it under Active Requests. If not, proceed to step 2. Then, click on New Request. Once you create a request, proceed to one of the following: Naming a Travel Request (One Time Travel) Naming a Blanket Travel Request V.1 Page 4 of 12

5 Naming a Travel Request (One Time Travel) Under the Request/Trip Name box, type in the correct naming convention that corresponds to your Travel Request. Naming Convention: [Month] [Year] [Destination] Example: NOV 2017 San Diego, CA Once you have filled out the Request/Trip Name, begin filling out the rest of the fields in the Request Header and complete your Travel Request. Note: Please see the Travel Request Quick Guide for further instruction on how to complete a Travel Request. V.1 Page 5 of 12

6 Naming a Blanket Travel Request Under the Request/Trip Name box, type in the correct naming convention that corresponds to your Blanket Travel Request. Naming Convention: Blanket Travel FY [Year] [Year] Example: Blanket Travel FY Once you have filled out the Request/Trip Name, begin filling out the rest of the fields in the Request Header and complete your Blanket Travel Request. Note: Please see the Blanket Travel Request Quick Guide for further instruction on how to complete a Blanket Travel Request. V.1 Page 6 of 12

7 Creating an Expense Report Click on the Expense tab to see your available expense reports. If you already have one created, you ll see it under Active Reports. If not, proceed to step 2. Then, click on Create New Report. Once you create a report, proceed to one of the following: Naming a Travel Expense Report Naming a P Card Travel Expense Report Naming a Blanket Travel Expense Report Naming a P Card Goods and Services Expense Report V.1 Page 7 of 12

8 Naming a Travel Expense Report Under the Report/Trip Name box, type in the correct naming convention that corresponds to your Travel Expense report. Naming Convention: [Month] [Year] [Destination] Example: NOV 2017 San Diego, CA Once you have filled out the Report/Trip Name, begin filling out the rest of the fields in the Report Header and complete your Travel Expense report. Make sure to attach the approved paper Travel Request and TR document number. Note: Please see the Travel Expense Report Quick Guide for further instruction on how to complete a Travel Expense Report. V.1 Page 8 of 12

9 Naming a P Card Travel Expense Report Under the Report/Trip Name box, type in the correct naming convention that corresponds to your P Card Travel Expense report. Naming Convention: P Card Travel [Month] [Year] Example: P Card Travel SEP 2017 Once you have filled out the Report/Trip Name, begin filling out the rest of the fields in the Report Header and complete your P Card Travel Expense report. Note: Please see the P Card Paid for / by Others Quick Guide for further instruction on how to complete a P Card Travel Expense Report. V.1 Page 9 of 12

10 Naming a Blanket Travel Expense Report Under the Report/Trip Name box, type in the correct naming convention that corresponds to your Blanket Travel Expense report. Naming Convention: Blanket Travel [Month] [Year] Example: Blanket Travel SEP 2017 Once you have filled out the Report/Trip Name, begin filling out the rest of the fields in the Report Header and complete your Blanket Travel Expense report. Note: Please see the Blanket Travel Expense Report Quick Guide for further instruction on how to complete a Blanket Travel Expense Report. V.1 Page 10 of 12

11 Naming a P Card Goods and Services Expense Report Under the Report Name box, type in the correct naming convention that corresponds to your P Card Goods and Services Expense report. Naming Convention: [Month] [Year] P Card Example: OCT 2017 P Card Once you have filled out the Report Name, begin filling out the rest of the fields in the Report Header and complete your P Card Goods and Services Expense report. Note: Please see the P Card Expense Report Quick Guide for further instruction on how to complete a P Card Expense Report. V.1 Page 11 of 12

12 Accessing a List of Naming Conventions in Concur Go to the Concur Homepage by clicking on the Concur icon at the top left of any page. Under Company Notes, click Read More to view a full list of helpful information, including naming conventions. V.1 Page 12 of 12