welcome to concur! procurement & support services
TRANSCRIPT
Welcome to Concur!
Procurement & Support Services
Helpful Tips
• Name in profile within the Concur system must be exactly the same as is on your drivers license or passport for travel booking purposes.
• Use the ‘cancel’ button instead of the ‘back’ button on your browser
• Use your mouse to save instead of the ‘enter’ key.
Important Information
• Login is your Coyote ID and password• Be sure to click on the E-Receipt Activation to
insure vendors can send receipts.• Verify your email in your profile so you can email
your receipts to [email protected]• Keep paper receipts until reimbursement for travel
expenses have been received. • Travel Approver has 7 business days to approve;
after 7 days, it is automatically returned to the traveler to redirect for approval.
Definitions• Travel Authorization is now a Travel Request.• Travel Claim is now an Expense Report.• Concur: Travel and expense reporting system.• Travel Approver: The Manager/Supervisor/Chair who typically
approves your travel.• Budget Approval: If your area has a budget analyst that
reviews travel, their name should appear here. If your area does not have a budget person to review travel, you may insert the same name as travel approval or leave this field blank.
• Delegate: Can create and/or view travel requests or expense reports on behalf of another employee. The person who creates the delegate relationship determines your rights and privileges (create, view reports, receive emails) as a delegate.
Go to csusb.edu, then to mycoyote.com, enter your mycoyote password and ID on the single sign on page
and then click on the Travel/Concur Icon.
Successful Log On! You are now on the Concur landing page.
Updating Your Profile
Click on Profile, then Profile Settings to assign a travel assistant, a travel request and expense report delegate, input frequent flyer and/or hotel and car reward programs and update personal information.
Travel Request OR Expense Approver
The name of your travel approver should appear in this box. If that is not your travel approver please contact Cindy Levin at [email protected] to have it changed.
Select Request Approvers
Assigning a Request & Expense Delegate
Search for your delegate by last name, click on the correct person and check the boxes that apply and SAVE! Expense and request SHARE delegates so enter your delegate once either in Request or Expense.
Assigning a Travel Assistant/Arranger
To assign a travel assistant in profile settings, on the left side column choose Assistants/Arrangers under Travel Settings. Click on “add an assistant”, enter their last name and save the entry.
Travel Vacation Reassignment- For Travel ApproversIn profile click the Travel Vacation Reassignment tab at the top of the profile screen and type
in the name of the person approving travel requests and expense reports in your absence.
Please note: Please handle any approval items currently in your queue as they will not be reassigned and when returning from your absence please clear the name of the backup approver so you begin receiving approval notices again.
Email NotificationsIn your profile, click on System Settings and approvers can choose to be notified each time
something is put in or removed from their queue OR receive a daily summary. This is available to both approvers and users for email notification changes.
To turn the notification(s) off simply uncheck the box. Notifications can be turned back on by re-checking the box(es).
If further information or assistance is needed, please do not hesitate to contact Cindy Levin, Accounts Payable at 909-537-3244 or [email protected].
Thank you!