Trainings & Resources

As part of the CSU Expense Management Optimization Project (Concur), training will be available to support travelers, non-travelers, delegates, and approvers to become familiar with the Concur platform. Below are a series of live demonstrations showcasing the system’s key features and functionality.

Concur​ User Guide 

Concur Profile Setup​

What To Expect

Participants will receive an overview of the Concur platform, including:

  • New functionality for requests, expense reimbursement, and card management
  • How to reconcile ProCard transactions in Concur
  • How to complete travel requests and hospitality justification forms in Concur
  • Guidance on allocating expenses across multiple business units, including auxiliaries, where InterUnit functionality is enabled for the University

Training Schedule

A series of live, instructor‑led virtual sessions will be offered for end users.

End User Training:

  • Request
    • Travel Authorization
    • Card Services
    • Hospitality Justification Form
    • Local Mileage
    • Non-Employee
  • Expense
    • Travel and Non-Travel Reports
    • Local Travel Reports
    • Non-Employee Reports

Select the option that works best for you:

Date Time Register for Webinar
Monday, March 30, 2026 1:00pm – 3:00pm PST Registration Link
Thursday, April 2, 2026 10:00am – 12:00pm PST Registration Link
Tuesday, April 7, 2026 2:00pm – 4:00pm PST  Registration Link
Thursday, April 9, 2026 10:00am – 12:00pm PST Registration Link

The Concur platform will streamline processes, strengthen internal controls, and provide a consistent experience across the CSU system for travel requests, travel and non-travel expense reimbursements, hospitality requests, card-related activities, and ProCard reconciliation. As a supervisor, financial approver, or exception approver of these activities, your approval responsibilities will be transitioning to Concur.

Resources and Training

Approver resources are available on the CSU Systemwide Concur page to support your approval activities in Concur. In addition, a series of live, instructor‑led virtual sessions will be offered for approvers.

Approver Training:

  • Request
  • Expense
  • ProCard Reconciliation

Select the option that works best for you:

Date Time Register for Webinar
Wednesday, April 1, 2026 9:30am – 10:30am PST Registration Link
Friday, April 3, 2026 11:30am – 12:30pm PST Registration Link
Tuesday, April 7, 2026 11:00am – 12:00pm PST Registration Link
Wednesday, Apr 8, 2026 9:30am – 10:30am PST Registration Link

 

As part of the CSU Expense Management Optimization Project, the Concur Expense and Travel System will officially go live on April 6, 2026. Concur will replace the current eTravel System and introduce a new CSU Travel Management Company, Christopherson Business Travel (CBT).

To help ensure a smooth transition, please review the important deadlines and required actions below.

Travelers
  • Continue using the University eTravel System through April 3, 2026.
  • Plaza Travel will continue supporting travel arrangements for travel authorizations approved through eTravel.
  • Beginning April 6, 2026, the new CSU Travel Management Company, Christopherson Business Travel (CBT), will support travel services.
  • Travel may also be booked through the Concur Online Booking Tool beginning April 6, 2026, once a Travel Request is approved in Concur.
  • If you have travel beginning after April 6, 2026, we encourage you to wait to book until Concur becomes available to ensure full support from CBT.
  • Additional details, including training opportunities, will be shared prior to go-live.
Travel Requests (Concur)
  • For travel beginning after April 6, 2026, please wait to create your Travel Request until April 6, 2026, when Concur becomes available.
Travel Authorization (eTravel)

Key submission and approval dates:

  • All pending Travel Authorizations in eTravel must be approved by April 6, 2026.
  • eTravel will no longer accept Travel Authorization submissions effective April 6, 2026.
Travel Advances (eTravel)
  • Travel advance requests should be submitted and fully approved in eTravel by March 30, 2026
  • Emergency travel advance requests prior to April 6, 2026 will be reviewed by the Travel team.
Expense Report (Traveler)

Key submission dates:

  • Out-of-pocket transactions (including Mileage & Parking) dated March 30, 2026 or earlier must be submitted and fully approved using eTravel .
  • Out-of-pocket transactions (Mileage & Parking) dated April 1, 2026 or later must be submitted in Concur beginning April 6, 2026.
  • Additional details, including training opportunities, will be shared prior to go-live.

Expense Report (eTravel Approvers)

Key approval dates:

  • eTravel Expense reports must be fully approved by March 30, 2026.

Group Travel (Paper process)

Key submission & approval dates:

  • Group travel already approved should continue using the current paper process and submit a Travel Expense Claim.
  • Group travel currently in the paper approval process should continue through the existing approval workflow.
  • Submit any pending group travel expense claims by May 29, 2026.

Group Travel (Concur)

Key submission:

  • For group travel dates after April 6, 2026, please wait to create a Group Travel Request once Concur becomes available.
  • Additional details, including training opportunities, will be shared prior to go-live.