Naming Convention - California State University,...

Division of Administration and Finance

Administration of Finance Information Technology ● 657‐278‐3737 ● Fax 657‐278‐5599

Concur ● [email protected] ● 657‐278‐7777

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Naming Convention These instructions cover how to name the Report / Trip Name on the Concur Travel Request and Expense Report.

Table of Contents Naming Convention Summary................................................................................................................ 1

Accessing Concur through CSUF Portal .................................................................................................. 3

Creating a Travel Request....................................................................................................................... 4

Naming a Travel Request (One‐Time Travel) ..................................................................................... 5

Naming a Blanket Travel Request ...................................................................................................... 6

Creating an Expense Report ................................................................................................................... 7

Naming a Travel Expense Report ....................................................................................................... 8

Naming a P‐Card Travel Expense Report ............................................................................................ 9

Naming a Blanket Travel Expense Report ........................................................................................ 10

Naming a P‐Card Goods and Services Expense Report .................................................................... 11

Accessing a List of Naming Conventions in Concur .............................................................................. 12

Naming Convention Summary Naming Convention

Travel Request / Expense

Report

[Month] [Year] [Destination]

Month and Year for the travel date and the trip Destination

Example:

SEP 2017 San Diego, CA

NOTE: This includes expenses paid by your P‐Card, Cash Posting Order for registration fee, University check for

registration fee, personal credit card, cash, etc.




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Naming Convention

P‐Card Travel Expense

Report

P‐Card Travel [Month] [Year]

Month and Year for the P‐Card billing cycle dates

Example:

P‐Card Travel SEP 2017

NOTE: This is only if travel expenses are paid on your p‐card for other travelers.

Travel Request ‐ Blanket

Blanket Travel FY [Year]‐[Year]

Example:

Blanket Travel FY 2017‐2018

Expense Report ‐ Blanket

Blanket Travel [Month] [Year]

Example:

Blanket Travel SEP 2017

NOTE: The Concur Expense Report (Blanket Travel) must be submitted on a monthly basis and only for the travel

dates for that month. Select Blanket Travel (Mileage, Parking, Tolls) for the “Report/Trip Purpose” on the Concur

Expense Report (Blanket Travel) and the Travel Request (Blanket Travel).

P‐Cards Goods / Services

Expense Report

[Month] [Year] P‐Card

Example:

OCT 2017 P‐Card




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Accessing Concur through CSUF Portal Processing Steps Screen Shots

Step 1:

Log into the CSUF portal.

Step 2:

Under More Apps, click on

Concur.




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Creating a Travel Request Processing Steps Screen Shots

Step 1:

Click on the Requests tab to

view your active travel

requests. If you already have one

created, you’ll see it under

Active Requests. If not,

proceed to step 2.

Step 2:

Then, click on New Request.

Once you create a request,

proceed to one of the

following:

Naming a Travel Request

(One‐Time Travel)

Naming a Blanket Travel

Request




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Naming a Travel Request (One‐Time Travel) Processing Steps Screen Shots

Step 1:

Under the Request/Trip

Name box, type in the

correct naming convention

that corresponds to your

Travel Request.

Naming Convention:


Example: NOV 2017 San

Diego, CA

Step 2:

Once you have filled out the

Request/Trip Name, begin

filling out the rest of the

fields in the Request Header

and complete your Travel

Request.

Note:

Please see the Travel

Request Quick Guide for

further instruction on how

to complete a Travel

Request.




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Naming a Blanket Travel Request Processing Steps Screen Shots

Step 1:

Under the Request/Trip




Blanket Travel Request.

Naming Convention:

Blanket Travel FY [Year] –

[Year]

Example: Blanket Travel FY

2017‐2018

Step 2:


Request/Trip Name, begin


fields in the Request Header

and complete your Blanket

Travel Request.

Note:

Please see the Blanket

Travel Request Quick Guide

for further instruction on

how to complete a Blanket

Travel Request.




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Creating an Expense Report Processing Steps Screen Shots

Step 1:

Click on the Expense tab to

see your available expense

reports.

If you already have one

created, you’ll see it under

Active Reports. If not,

proceed to step 2.

Step 2:

Then, click on Create New

Report.

Once you create a report,

proceed to one of the

following:

Naming a Travel

Expense Report

Naming a P‐Card Travel

Expense Report

Naming a Blanket Travel

Expense Report

Naming a P‐Card Goods

and Services Expense

Report




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Naming a Travel Expense Report Processing Steps Screen Shots

Step 1:

Under the Report/Trip




Travel Expense report.

Naming Convention:


Example: NOV 2017 San

Diego, CA

Step 2:


Report/Trip Name, begin


fields in the Report Header

and complete your Travel

Expense report.

Make sure to attach the

approved paper Travel

Request and TR document

number.

Note:

Please see the Travel

Expense Report Quick Guide


how to complete a Travel

Expense Report.




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Naming a P‐Card Travel Expense Report Processing Steps Screen Shots

Step 1:




that corresponds to your P‐

Card Travel Expense report.

Naming Convention: P‐Card

Travel [Month] [Year]

Example: P‐Card Travel SEP

2017

Step 2:





and complete your P‐Card


Note:

Please see the P‐Card Paid

for / by Others Quick Guide


how to complete a P‐Card

Travel Expense Report.




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Naming a Blanket Travel Expense Report Processing Steps Screen Shots

Step 1:





Blanket Travel Expense

report.

Naming Convention:

Blanket Travel [Month]

[Year]

Example: Blanket Travel SEP

2017

Step 2:





and complete your Blanket


Note:

Please see the Blanket

Travel Expense Report

Quick Guide for further

instruction on how to

complete a Blanket Travel

Expense Report.




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Naming a P‐Card Goods and Services Expense Report Processing Steps Screen Shots

Step 1:

Under the Report Name

box, type in the correct

naming convention that

corresponds to your P‐Card

Goods and Services Expense

report.

Naming Convention:

[Month] [Year] P‐Card

Example: OCT 2017 P‐Card

Step 2:


Report Name, begin filling

out the rest of the fields in

the Report Header and

complete your P‐Card

Goods and Services Expense

report.

Note:

Please see the P‐Card

Expense Report Quick Guide


how to complete a P‐Card

Expense Report.




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Accessing a List of Naming Conventions in Concur Processing Steps Screen Shots

Step 1:

Go to the Concur

Homepage by clicking on

the Concur icon at the top

left of any page.

Step 2:

Under Company Notes,

click Read More to view a

full list of helpful

information, including

naming conventions.

Naming Convention - California State University,...

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