Travel Expense Report (New Process)

A Travel Expense Report will be required if the traveler goes on a University business trip. You must identify all travel expenses that were incurred throughout the trip.

Travelers may request reimbursement for costs incurred before the actual dates of any approved travel by submitting a completed travel expense report, including supporting documentation. You will follow this process below regardless of when the purchases took place.

These instructions will cover how to create and/or edit a Travel Expense Report.

Click on any of the links below to skip ahead to that section. 

If you need assistance with logging into Concur, please go to Logging into Concur.

Creating Expense Report through Active Request

Recommended method if you have an approved Travel Request in Concur.

Step 1: If you have an approved Travel Request in Concur, click on the Requests tab. 

Concur Portal. There is a green arrow pointing towards the Requests tab on the top left-hand side.

Step 1a: Under Manage Requests, click on request that you want to create an Expense Report for.

Step 1b: To create an Expense Report for your Travel Request, click on the Create Expense Report button.

For assistance with filling out your Report Header, go to Report Header (UI Upgrade).

Creating Expense Report from Scratch

Recommended method if you have an approved paper Travel Request.

Step 1a: Log into Concur using the CSUF Portal. You will see your Concur dashboard. 

Click on Expense tab. 

Concur Portal. There is a green arrow pointing towards the Expense tab on the top right-hand corner.

Step 1b: Click on Create New Report.

This step will create the Expense Report first, and then allow you to choose which expense(s) to add.

Manage Expenses window. There is a green arrow pointing towards the Create New Report option on the lower left-hand corner.

For assistance with filling out your Report Header, go to Report Header (UI Upgrade).

Edit an Expense Report

Recommended if you already created an Expense Report and would like to make changes before submitting.

Step 1a: Log into Concur using the CSUF Portal. You will see your Concur dashboard.

Click on Expense tab. 

Concur Portal. There is a green arrow pointing towards the expense tab on the right-hand side.

Step 1b: If you have already created an Expense Report, select on the Expense Report you would like to edit.

Under Manage Expenses, the Jul 2018 San Diego, Ca report is selected, with a green arrow pointing towards it.

For assistance with submitting an Expense Report, proceed to Submitting an Expense Report.

Report Header

Please click on Report Header (UI Upgrade) for instructions on how to complete your Report Header.

Adding Expenses

Please click on any of the following links for instructions on how to add the following common expenses:

Travel Expense Report Checklist

If you would like to use a checklist, click on the Travel Expense Report Checklist.

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.