1. Welcome to Concur! Procurement & Support Services

2. 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.

3. 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 receipts@concur.com 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.

4. 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.

5. 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.

6. Successful Log On! You are now on the Concur landing page.

7. 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.

8. 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 clevin@csusb.edu to have it changed.clevin@csusb.edu Select Request Approvers

9. 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.

10. 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.

11. Travel Vacation Reassignment- For Travel Approvers In 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.

12. Email Notifications In 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).

13. If further information or assistance is needed, please do not hesitate to contact Cindy Levin, Accounts Payable at 909-537-3244 or clevin@csusb.edu. Thank you!