Concur at CSULB
Concur is the designated platform for requesting, approving, and reimbursing travel-related expenses, procurement card transactions, and non-travel reimbursements for employees, students, and non-employee expenditures. Concur interfaces into the Common Financial System (CFS) for ledger reporting processes and supports a single, standardized expense management system.
The Concur platform replaces legacy processes and supports a single, standardized expense management system across the CSU.
Please take a few minutes to watch the following videos, which are applicable to all Concur users. Each video is approximately 3-5 minutes in length.
- CSULB Video for Introduction to Concur, Navigation and Profile Set Up
- CSULB Video for Supplier ID Look Up and Set Up (coming soon)
Please check if you have a Supplier ID, which is required to receive reimbursement and ProCard/Universal Cards. For more information, visit the CFS User Roles and Supplier IDs page.
Complete the Employee EFT Form (DocuSign) to create a Supplier ID for reimbursement, if needed.
The current employee reimbursement process will remain available through March 1, 2027. After that date, all reimbursements should be submitted through Concur.
User Guides
Employee Reimbursement (Non-Travel) User Guide (PDF)
Register for Live Training available via Zoom
LIVE TRAINING: Employee Reimbursement (Non-Travel)
Registration links and training schedule will be provided closer to the campus-wide rollout in January.
Recorded Training and Quick Reference Videos
- CSULB Video for Employee Reimbursement
- CSULB Video for Hospitality & Hospitality Justification Form
- CSULB Video for Allocation of Expenses to Different Chartfields
- CSULB Video for Itemization of Receipt to Different Expense Types
Additional Resources
- Hospitality QRG (PDF)
- Attendee Template for Hospitality Expense (XLSX)
- Complete the Unauthorized Purchase Approval Request Form (DocuSign) if you made an unallowable purchase for reimbursement.
(For a list of unallowable purchase, please see the User Guide, Chapter 8 Reference)
- CSU Hospitality Policy
- Expense Types and Account Code
The current employee reimbursement process will remain available through March 1, 2027. After that date, all reimbursements should be submitted through Concur.
User Guides
Employee Reimbursement Local Travel and Mileage User Guide (PDF)
Recorded Training and Quick Reference Videos
- CSULB Video for Employee Reimbursement for Local Travel/Mileage (coming soon)
- CSULB Video for Allocation of Expenses to Different Chartfields
- CSULB Video for Itemization of Receipt to Different Expense Types
Additional Resources
The current employee reimbursement process will remain available through March 1, 2027. After that date, all reimbursements should be submitted through Concur.
User Guides
Employee Reimbursement Travel User Guide (PDF)
Register for Live Training available via Zoom
LIVE TRAINING: Employee Reimbursement (Travel)
Registration links and training schedule will be provided closer to the campus-wide rollout in January.
Recorded Training and Quick Reference Videos
- Recorded Training: Employee Reimbursement for Travel (coming soon)
- CSULB Employee Reimbursement for Travel Video
- CSULB Video for Allocation of Expenses to Different Chartfields
- CSULB Video for Itemization of Receipt to Different Expense Types
Additional Resources
Per the CSU Travel Policy, all travel MUST BE approved prior to traveling.
Travel Requests MUST BE completed in Concur for all International destinations.
Departments may have different requirements regarding Travel Requests. Please follow your department's direction on whether a Travel Request is required in Concur.
User Guides
Register for Live Training available via Zoom
LIVE TRAINING: Travel Requests
Registration links and training schedule will be provided closer to the campus-wide rollout in January.
Recorded Training and Quick Reference Videos
Additional Resources
Use Concur to book flights, hotels, rental cars, and rail travel. CSULB has partnered with Anthony's Travel as its travel management company. Therefore, all reservations made through Concur are supported by Anthony's Travel.
Register for Live Training available via Zoom
LIVE TRAINING: Booking Travel in Concur
Registration links and training schedule will be provided closer to the campus-wide rollout in January.
Recorded Training and Quick Reference Videos
- Recorded Training: Booking Travel in Concur
- Travel Proxy: Booking Travel for Guests and Students (coming soon)
Additional Resource
- CSULB Concur Travel Tips and Tricks (PDF)
- Travel Proxy: Booking Travel for Non-Employees (PDF)
- Group Travel Sheet (PDF)
- Group Travel Information Template (XLSX)
- Benefits of Booking in Concur (PDF)
- CSU Travel & Business Expense Policy
Anthony's Travel Support
Hours of Operation: 8am-5pm (PST), Monday-Friday
Phone: 562.517.6175
Email: csulb@anthonytravel.com
After Hours: After 5pm (PST)
800.530.2560 - Provide VIT Code S3T2F
ProCard training will be completed using a phased in approach by department starting in November. After the training, you will be provided the opportunity to receive the new ProCard. Current ProCard holders will be contacted directly to register for training.
The current ProCard reconciled in CFS will remain active through March 15, 2027, after which it will be deactivated.
User Guides
- ProCard User Guide (coming soon)
- Card Services Request User Guide (coming soon)
Register for REQUIRED Training
This training is mandatory for all payment card holders, their supervisor and their DOA approvers. This annual training is available now and can be taken at any time. The training is online, self paced and takes about 20 minutes to complete.
CSU Payment Card Training in CSU Learn
CSULB Specific Training
Card Training Dates and Registration to be provided by Department
Recorded Training and Quick Reference Videos
- CSULB Card Reconciliation Video (coming soon)
- CSULB Card Services Video (coming soon)
Additional Resources
- ProCard Calendar
- CSULB ProCard (PowerPoint) (coming soon)
- CSU Payment Card Policy
Universal Card training will be completed using a phased in approach by department starting in November. After the training, you will be provided the opportunity to receive the new card. Current card holders will be contacted directly to register for training.
The current Universal Card reconciled in CFS will remain active through March 15, 2027, after which it will be deactivated.
User Guides
- Universal Card User Guide (coming soon)
- Card Services Request User Guide (coming soon)
Register for REQUIRED Training
This training is mandatory for all payment card holders, their supervisor and their DOA approvers. This annual training is available now and can be taken at any time. The training is online, self paced and takes about 20 minutes to complete.
CSU Payment Card Training in CSU Learn
CSULB Specific Training
Card Training Dates & Registration to be provided by Department
Recorded Training and Quick Reference Videos
- CSULB Card Reconciliation Video (coming soon)
- CSULB Card Services Video (coming soon)
Additional Resources
- Universal Card Calendar (PDF)
- CSULB Universal Card (PowerPoint) (coming soon)
- CSU Payment Card Policy
Delegate Resources - DRAFT (SUBJECT TO CHANGE)
Delegation allows one user to grant another user permission to act on their behalf within the system. The delegator remains accountable, even though the delegate performs actions. A user delegates ability but not responsibility.
- Delegation in Concur User Guide (PDF)
- CSULB Delegation PowerPoint (PDF)
- Delegation Matrix (XLSX)
- Delegation Matrix (PDF)
- Delegates QRG (coming soon)
- CSULB Delegate Video (coming soon)
Travel Orientation, including Travel Request
- Friday, November 20, 2026 | 1:00–2:00 PM [Register]
- Tuesday, December 1, 2026 | 1:00–2:00 PM
- Monday, January 11, 2027 | 11:00–12:00 PM
- Monday, February 1, 2027 | 11:00–12:00 PM
Travel Booking
- Monday, December 7, 2026 | 1:00–2:00 PM
- Wednesday, December 9, 2026 | 1:30-2:30 PM | (For Travel Proxies Only)
- Please contact Sarina Gallon if you need to book travel for guests (students, recruits for example)
- Wednesday, January 20, 2027 | 11:00–12:00 PM
- Monday, February 8, 2027 | 11:00–12:00 PM
Travel Expense Reimbursement
- Friday, December 11, 2026 | 2:00–3:00 PM
- Monday, January 25, 2027 | 11:00–12:00 PM
- Monday, February 15, 2027 | 11:00–12:00 PM
ProCard Training
- Friday, November 20, 2026 | 10:30–12:00 PM | Financial Management [Register]
- Tuesday, December 1, 2026 | 10:00–11:30 AM | Research Foundation & Parking
- Thursday, December 3, 2026 | 10:00–11:30 AM | Pres Office, HR, & Budget, Equ & Comp
- Tuesday, December 8, 2026 | 10:00–11:30 AM | BBS & UP
- Thursday, December 10, 2026 | 10:00–11:30 AM | BBS
- Tuesday, December 15, 2026 | 10:00–11:30 AM | CPACE & ATS
- Thursday, December 17, 2026 | 10:00–11:30 AM | Library, AA-AP, AA-DIV, AA-FA, AA-GS, AA-CIE
- Tuesday, December 22, 2026 | 10:00–11:30 AM | Tentative open session
- Tuesday, January 5, 2027 | 10:00–11:30 AM | AA-RSCH & AA-USAA
- Thursday, January 7, 2027 | 10:00–11:30 AM | AA-ARSP
- Tuesday, January 12, 2027 | 10:00–11:30 AM | College of Lib Arts
- Tuesday, January 19, 2027 | 10:00–11:30 AM | COTA & CPAC
- Thursday, January 21, 2027 | 10:00–11:30 AM | COTA & CPAC
- Tuesday, January 26, 2027 | 10:00–11:30 AM | CNSM
- Thursday, January 28, 2027 | 10:00–11:30 AM | CNSM
- Tuesday, February 2, 2027 | 10:00–11:30 AM | URD, ITS, Enrollment Services
- Thursday, February 4, 2027 | 10:00–11:30 AM | DSA-HL
- Tuesday, February 9, 2027 | 10:00–11:30 AM | DSA-SA
- Thursday, February 11, 2027 | 10:00–11:30 AM | DSA-SA
- Tuesday, February 16, 2027 | 10:00–11:30 AM | College of Ed
- Thursday, February 18, 2027 | 10:00–11:30 AM | COB & CHHS
- Tuesday, February 23, 2027 | 10:00–11:30 AM | College of Engineering
- Thursday, February 25, 2027 | 10:00–11:30 AM | College of Engineering
Open Lab
- Friday, January 8, 2027 | 10:00–11:30 AM
- Friday, January 15, 2027 | 10:00–11:30 AM
- Friday, January 22, 2027 | 10:00–11:30 AM
- Friday, January 29, 2027 | 10:00–11:30 AM
- Friday, February 5, 2027 | 10:00–11:30 AM
- Friday, February 12, 2027 | 10:00–11:30 AM
- Friday, February 19, 2027 | 10:00–11:30 AM
- Friday, February 26, 2027 | 10:00–11:30 AM
Universal Card Training
- Friday, December 11, 2026 | 10:00–11:00 AM
- Thursday, January 14, 2027 | 1:00–2:00 PM
- Thursday, February 11, 2027 | 1:00–2:00 PM
Non-Travel Reimbursement
- Friday, November 20, 2026 | 9:00–10:00 AM [Register]
- Monday, November 30, 2026 | 9:00–10:00 AM
- Monday, December 7, 2026 | 9:00–10:00 AM
- Monday, December 14, 2026 | 9:00–10:00 AM
- Tuesday, January 5, 2027 | 1:00–2:00 PM
- Monday, January 11, 2027 | 9:00–10:00 AM
- Monday, January 18, 2027 | 9:00–10:00 AM
- Monday, January 25, 2027 | 9:00–10:00 AM
- Monday, February 1, 2027 | 9:00–10:00 AM
- Monday, February 8, 2027 | 9:00–10:00 AM
- Monday, February 15, 2027 | 9:00–10:00 AM
- Monday, February 22, 2027 | 9:00–10:00 AM
Delegation
- Friday, November 20, 2026 | 2:30–3:30 PM [Register]
- Wednesday, December 2, 2026 | 2:00–3:00 PM
- Wednesday, December 9, 2026 | 2:00–3:00 PM
- Wednesday, December 16, 2026 | 9:00–10:00 AM
- Monday, January 4, 2027 | 11:00–12:00 PM
- Wednesday, January 13, 2027 | 9:00–10:00 AM
- Wednesday, January 20, 2027 | 9:00–10:00 AM
- Wednesday, January 27, 2027 | 9:00–10:00 AM
- Wednesday, February 3, 2027 | 9:00–10:00 AM
- Wednesday, February 10, 2027 | 9:00–10:00 AM
- Wednesday, February 17, 2027 | 9:00–10:00 AM
- Wednesday, February 24, 2027 | 9:00–10:00 AM
Approver Training
- Monday, November 30, 2026 | 1:00–2:00 PM
- Thursday, December 3, 2026 | 1:00–2:00 PM
- Thursday, December 10, 2026 | 1:00–2:00 PM
- Wednesday, December 16, 2026 | 11:00–12:00 PM
- Thursday, January 7, 2027 | 1:30–2:30 PM
- Wednesday, January 13, 2027 | 11:00–12:00 PM
- Wednesday, January 20, 2027 | 11:00–12:00 PM
- Wednesday, January 27, 2027 | 11:00–12:00 PM
- Wednesday, February 3, 2027 | 11:00–12:00 PM
- Wednesday, February 10, 2027 | 11:00–12:00 PM
- Wednesday, February 17, 2027 | 11:00–12:00 PM
- Wednesday, February 24, 2027 | 11:00–12:00 PM
CMS Financial Services
- System access
- Profile configuration
- Chartfield errors
- DOA (Delegation of Authority )
- Delegates
- Approver
- General navigation or workflow
Email: fishelpdesk@csulb.edu
Contacts: Anna Nguyen or Mel Castillo
Accounts Payable
- Employee Reimbursement
- Travel
- Payment processing
- Supplier ID
Email: Concur-AP@csulb.edu
State and 49er Inquiries
Ronald Soth, AP Supervisor
Phone: 562.985.8164
Email: ronald.soth@csulb.edu
Research Foundation-Related Inquiries
Annette Harris
AP Supervisor, CSULB Research Foundation
Phone: 562.985.5430
Email: annette.harris@csulb.edu
Accounts Payable Manager
State | 49er | Research Foundation
Rosie Garcia
Phone: 562.985.2626
Email: rosie.garcia@csulb.edu
Procurement Services
- ProCard
- Universal Card (OneCard)
- Card Services
Email: fs-pcard@csulb.edu
Contact: John Taft
Open Labs schedule will be available closer to campus-wide roll out in January.
