The following information may be helpful as you book travel within the Concur Travel & Expense System:
For specific information click button links below.
The PSC website contains information on procurement policies, procedures, and instructions.
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 Card Handbook is available here.
Update Your Profile
You should set your profile with your travel information, email preferences, and expense delegates and travel arrangers (if any). Be sure to obtain the Travel Card, see above, to book lodging through Concur. Refer to the Step-by-Step Guides available on the Concur Travel & Expense System Learning Resources page, under Profile & E-Receipts, for further information.
Travel Arrangers and Expense Delegates
Travel arrangers can book travel through Concur - and expense delegates can help process travel and Procurement Card transactions - 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.
Refer to the Learning Resources
Step-by-Step Guides are available on the Concur Learning Resources page, specifically:
Profile & E-Receipts
- Updating Your Profile in Concur
- Activating E-Receipts
- Identifying Travel Arrangers
Booking a Trip
- Booking Trips in Concur Travel
- Booking Non-Employee Trips
- Logging International University Travel in iSOS
- Requesting Cash Advances for University Trips
- Approving Cash Advances
- Acting as a Delegate or Travel Arranger
The Procurement Service Center (PSC) newsletter frequently provides information, tips, and tricks for Concur and CU Marketplace...and other procurement-related topics. Email firstname.lastname@example.org 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.)