The following information may be helpful as you reconcile travel expenses within the Concur Travel & Expense System:

PSC Website   

The PSC website contains information on procurement policies, procedures, and instructions, including:

  • PSC Procedural Statement Travel
  • PSC Procedural Statement Business Expense Reimbursement
  • PSC Procedural Statement Cash Advances
  • PSC Procedural Statement Undocumented Reimbursement

The Travel Card  

The Travel Card is used by the cardholder to pay for most of his or her University travel-related expenses. It can also be used to pay for most non-employee University travel-related expenses. (It cannot be used to pay for another employee's travel.) Online training is required before the Travel Card can be issued. The Travel Card application is available on the PSC Forms page.

Travel Arrangers and Expense Delegates   

Travel arrangers can book travel through Concur - and expense delegates can help process travel and Procurement Card expenses - on behalf of others. One person can have both roles. There are step-by-step instructions for identifying travel arrangers and expense delegates.

And remember: You can tell whether you are an expense delegate, travel arranger, or both by how your home page appears once you select a name from your Delegate dropdown.

Use the Correct Policy  

When creating an expense report, select the appropriate policy for the type of expenses. Use the Travel Reconciliation policy to process employee reimbursements (travel and non-travel) and Travel Card expenses.

Per Diems (also known as fixed meals or travel allowances)

Per diems (also known as fixed meals or travel allowances) are added to an expense report through an Itinerary. Also, Travel Card expenses for non-official function meals must be marked as Personal Travel Charges. Refer to the Step-by-Step Guide Adding Per Diem (Fixed Meal) Expenses for further information.

Refer to the Learning Resources  

Detailed Step-by-Step Guides are available on the Concur Learning Resources page, specifically:

  • Step 1 - Creating the Expense Report
  • Step 2 - Adding Expenses (includes adding Travel Card and out-of-pocket expenses, as well as lodging, mileage, and per diem)
  • Step 3 - Allocating Expenses
  • Step 4 - Attaching Documents by scan, by fax, or by receipt store
  • Step 5 - Setting the Approval Flow
  • Step 5a - Determining Reimbursement Amounts
  • Step 6 - Submitting Expense Reports

PSC Newsletters  

The Procurement Service Center (PSC) newsletter frequently provides information, tips, and tricks for Concur and CU Marketplace...and other procurement-related topics. Email uis@cu.edu to join the User Alert list and begin receiving email notifications when a new edition is available. (Note: This will also sign you up for email notifications of Office of University Controller news on a regular basis.)