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Financial Services

Travel and Expenses for Faculty and Staff

» Concur

Concur Travel & Expense is a cloud-based application which allows you to book your travel with our travel partner (Corporate Travel Planners) or directly with vendors.

You can create and submit all of your expenses through one single portal using your smartphone or PC.  Managers can quickly review and approve expense reports. This new system will include electronic receipts and will integrate with your p-card.  A TRULY PAPERLESS SOLUTION!


+ - Key Features

  • PAPERLESS!
    • Expense Reports and Receipts are managed and submitted electronically
    • Email receipts to your account
    • Email receipts on behalf of others
  • Travel Requests (TAs) and Cash Advances are combined into one transaction
  • System remembers frequently used chartfields strings as “Favorites”
  • Integrated GSA Per Diem rates that use your itinerary – no longer need to look up HI/LO city
  • Foreign exchange rates auto-populate based on transaction date
  • Mobile Application
    • Capture receipts with your phone
    • Create expense reports
    • Approve transactions
  • Manage and reconcile P-Card business expenditures using Concur’s Expense process
  • Recall expense reports up to “Approved for Payment” status
  • Expense Reports with multiple chartfields route to the appropriate workflow approver

+ - Training Materials and other Resources

Visit our Concur Training Materials and Resources page for more information on how to log expenses and book travel.

+ - FAQs

For more information about Concur, please visit the Frequently Asked Questions page.

Drop-In / Training Schedules

The Peoplesoft Scheduler can be used to:

  • Register new users to take the Concur general training sessions
  • To view the Open Hours for Concur and general Financial Services

Need Additional Training Options?

Training is very important and we recognize that the drop-in sessions may not fit with your schedule. If you would like to request additional training, aside from the drop-in sessions, please email one of the following:

John Van Buren
(Travel and Expense)
vanburen@chapman.edu

Karina Cruz
(PCard)
karcruz@chapman.edu 

Training sessions can include any or all of the following topics:

  • General Concur Training
    • Travel Request / Cash Advances
    • Expense Reports
    • Delegates
    • Mobile
  • PCard Reconciliation (Prior General Concur Training is Recommended)
  • Approvals
  • Corporate Travel Planners

+ - Orange Campus Drop-in Schedule

During the Wednesday drop-in sessions, our concur team will be offering additional PCard training for the first half of the open hours. The bolded dates below indicate when additional PCard training will be available. At 2:30pm, drop-in sessions will be available for all faculty and staff who would like in-person assistance with their Travel Requests, Cash Advances, Expense Reports, Approvals, etc.


  • November 28, 1:00-4:30 (DeMille100)
    • 1:00-2:30 PCard Training
    • 2:30-4:30 Drop-In

 

  • December 5, 1:00-4:30 (Financial Services, Conf. Room 131)
    • 1:00-2:30 PCard Training
    • 2:30-4:30 Drop-In

 

  • December 12, 1:00-4:30 (Financial Services, Conf. Room 131)
    • 1:00-2:30 PCard Training
    • 2:30-4:30 Drop-In 
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Need Technical Assistance

For technical assistance, please contact the Service Desk

  • (714) 997-6600
  • servicedesk@chapman.edu

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